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Hilton Worldwide
HLT

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1101
MCF Advisors
Kentucky
$38K – – –
UFF
1102
USA Financial Formulas
Michigan
$37.7K +$37.5K +114 New
HHGA
1103
Halbert Hargrove Global Advisors
California
$35.7K +$35.5K +108 New
APFP
1104
Action Point Financial Planning
Michigan
$35.7K +$37.1K +113 New
JWA
1105
JFS Wealth Advisors
Pennsylvania
$35.7K +$657 +2 +2%
CWP
1106
Concord Wealth Partners
Virginia
$35.4K +$35.2K +107 New
GWM
1107
Geneos Wealth Management
Colorado
$35K – – –
NWMP
1108
Noble Wealth Management PBC
Colorado
$33.4K – – –
OPTFSNA
1109
Old Point Trust & Financial Services N A
Virginia
$33K – – –
ST
1110
Smithfield Trust
Pennsylvania
$33K – – –
TC
1111
Truvestments Capital
Florida
$32.4K – – –
CJ
1112
Caitlin John
Michigan
$31.9K – – –
WAG
1113
Wilkerson Advisory Group
Missouri
$31.7K -$1.31K -4 -4%
CA
1114
Continuum Advisory
Idaho
$31.4K +$31.2K +95 New
TWIM
1115
TIAA Wealth Investment Management
New York
$29.1K +$28.9K +88 New
CPG
1116
Cornerstone Planning Group
New Jersey
$28.5K -$329 -1 -1%
1CP
1117
1015 Capital Partners
Pennsylvania
$28.4K – – –
EWP
1118
Elevation Wealth Partners
California
$28.4K +$26K +79 +1,129%
CH
1119
Canton Hathaway
Rhode Island
$28.1K – – –
AW
1120
Avion Wealth
Texas
$28K +$4.27K +13 +18%
MIM
1121
MTM Investment Management
South Carolina
$27.4K – – –
IWM
1122
IMG Wealth Management
Florida
$25.8K +$2.96K +9 +13%
TCOV
1123
Trust Company of Vermont
Vermont
$25.8K +$25.6K +78 New
FFA
1124
Frazier Financial Advisors
Ohio
$25.1K – – –
PGAM
1125
Princeton Global Asset Management
New Jersey
$25.1K – – –
43 44
45
46 47