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Hilton Worldwide
HLT

Name Holding Trade Value Shares
Change 		Change in
Stake
JDLA
976
J. Derek Lewis & Associates
California
$248K – – –
JWM
977
Jeppson Wealth Management
California
$248K – – –
FFA
978
Fi3 Financial Advisors
Indiana
$247K +$1.17M +3,551 New
GKIM
979
GW&K Investment Management
Massachusetts
$247K -$11.8K -36 -5%
DWM
980
Diversify Wealth Management
Utah
$246K +$22K +67 +10%
DAS
981
Diversify Advisory Services
Utah
$246K +$244K +742 New
SMC
982
Smith, Moore & Co
Missouri
$245K – – –
GDP
983
Great Diamond Partners
Maine
$245K +$986 +3 +0.4%
SCTC
984
Sanibel Captiva Trust Company
Florida
$244K +$3.94K +12 +2%
MHR
985
Matthew Hamilton Rosenberg
$244K – – –
TH
986
TCTC Holdings
Texas
$244K +$5.92K +18 +3%
KFP
987
Keener Financial Planning
Texas
$239K – – –
MWM
988
Modern Wealth Management
Kansas
$238K +$237K +721 New
MBT
989
Montecito Bank & Trust
California
$238K +$13.1K +40 +6%
LIM
990
Leavell Investment Management
Alabama
$236K -$92.7K -282 -28%
DE
991
Diversified Enterprises
Delaware
$235K +$1.64K +5 +0.7%
CSPIA
992
Cary Street Partners Investment Advisory
Virginia
$233K – – –
VFG
993
Victory Financial Group
Texas
$233K +$232K +705 New
IIL
994
Income Insurance Ltd
$232K – – –
KC
995
Kinloch Capital
Virginia
$231K – – –
HIA
996
Harbor Investment Advisory
Maryland
$231K -$3.29K -10 -1%
CFO
997
CVA Family Office
Colorado
$228K +$2.3K +7 +1%
DWM
998
Dakota Wealth Management
Florida
$226K +$225K +685 New
FG
999
Foster Group
Iowa
$226K +$225K +684 New
NG
1000
Norden Group
Utah
$226K +$224K +683 New
38 39
40
41 42