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HSBC

Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
326
Wealthspire Advisors (New York)
New York
$496K +$404K +5,646 +861%
CFG
327
Carter Financial Group
Illinois
$494K +$156K +2,186 +53%
MWA
328
Medallion Wealth Advisors
Connecticut
$494K -$14.8K -207 -3%
MC
329
Moors & Cabot
Massachusetts
$494K -$38.3K -536 -8%
FNBT
330
FineMark National Bank & Trust
Florida
$488K – – –
MYIA
331
Mount Yale Investment Advisors
Colorado
$483K +$439K +6,145 New
PSP
332
Principal Street Partners
Tennessee
$475K -$14.7K -206 -3%
SPW
333
Sonoma Private Wealth
California
$471K +$31.8K +445 +8%
CI
334
Corient IA
Florida
$469K -$289K -4,040 -40%
BPA
335
Beacon Pointe Advisors
California
$454K +$413K +5,775 New
ACC
336
Acorn Creek Capital
Colorado
$453K +$4.43K +62 +1%
BIM
337
Baldwin Investment Management
Pennsylvania
$449K – – –
FLPIM
338
F.L. Putnam Investment Management
Massachusetts
$442K +$45.3K +633 +13%
CAM
339
Cresset Asset Management
Illinois
$439K -$1.43K -20 -0.4%
AP
340
Anchyra Partners
Georgia
$437K +$397K +5,558 New
SFC
341
SYM Financial Corp
Indiana
$436K +$1.65K +23 +0.4%
WPC
342
Waters Parkerson & Co
Louisiana
$433K – – –
CIA
343
Choate Investment Advisors
Massachusetts
$432K -$46.2K -646 -11%
BEI
344
Benjamin Edwards Inc
Missouri
$430K +$27.5K +385 +8%
VWM
345
Venturi Wealth Management
Texas
$422K +$135K +1,890 +54%
OFO
346
OneAscent Family Office
Alabama
$413K +$375K +5,244 New
SCTC
347
Sanibel Captiva Trust Company
Florida
$412K +$14.9K +208 +4%
5NPW
348
55 North Private Wealth
Florida
$409K +$372K +5,204 New
STA
349
Summit Trail Advisors
New York
$407K -$176K -2,461 -32%
CIM
350
Contravisory Investment Management
Massachusetts
$397K -$10K -140 -3%
12 13
14
15 16