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Hilton Worldwide
HLT

Name Holding Trade Value Shares
Change 		Change in
Stake
BGA
1101
Battery Global Advisors
Massachusetts
$40.3K – – –
NAAA
1102
New Age Alpha Advisors
New York
$40.3K +$30.2K +92 +307%
AEPWM
1103
Atlantic Edge Private Wealth Management
Florida
$39.7K – – –
PWAM
1104
Private Wealth Asset Management
Iowa
$39.3K – – –
DJSG
1105
D.J. St. Germain
Massachusetts
$38.3K – – –
VWA
1106
VSM Wealth Advisory
Maryland
$38.1K – – –
MA
1107
MCF Advisors
Kentucky
$38K – – –
UFF
1108
USA Financial Formulas
Michigan
$37.7K +$37.5K +114 New
HHGA
1109
Halbert Hargrove Global Advisors
California
$35.7K +$35.5K +108 New
APFP
1110
Action Point Financial Planning
Michigan
$35.7K +$37.1K +113 New
JWA
1111
JFS Wealth Advisors
Pennsylvania
$35.7K +$657 +2 +2%
CWP
1112
Concord Wealth Partners
Virginia
$35.4K +$35.2K +107 New
GWM
1113
Geneos Wealth Management
Colorado
$35K – – –
NWMP
1114
Noble Wealth Management PBC
Colorado
$33.4K – – –
OPTFSNA
1115
Old Point Trust & Financial Services N A
Virginia
$33K – – –
ST
1116
Smithfield Trust
Pennsylvania
$33K – – –
TC
1117
Truvestments Capital
Florida
$32.4K – – –
CJ
1118
Caitlin John
Michigan
$31.9K – – –
WAG
1119
Wilkerson Advisory Group
Missouri
$31.7K -$1.31K -4 -4%
CA
1120
Continuum Advisory
Idaho
$31.4K +$31.2K +95 New
TWIM
1121
TIAA Wealth Investment Management
New York
$29.1K +$28.9K +88 New
CPG
1122
Cornerstone Planning Group
New Jersey
$28.5K -$329 -1 -1%
1CP
1123
1015 Capital Partners
Pennsylvania
$28.4K – – –
EWP
1124
Elevation Wealth Partners
California
$28.4K +$26K +79 +1,129%
CH
1125
Canton Hathaway
Rhode Island
$28.1K – – –
43 44
45
46 47