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HSBC
HSBC

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
326
Anchyra Partners
Georgia
$507K +$49.5K +584 +11%
VFA
327
Valeo Financial Advisors
Indiana
$506K -$421K -4,970 -45%
FLPIM
328
F.L. Putnam Investment Management
Massachusetts
$500K +$37.6K +444 +8%
APM
329
a16z Perennial Management
California
$499K -$64.2K -758 -11%
XT
330
XTX Topco
Cayman Islands
$499K -$2.22M -26,259 -81%
PSP
331
Principal Street Partners
Tennessee
$498K – – –
KAS
332
Kestra Advisory Services
Texas
$494K -$54.8K -647 -10%
CI
333
Corient IA
Florida
$492K – – –
ACC
334
Acorn Creek Capital
Colorado
$483K +$7.71K +91 +2%
BEI
335
Benjamin Edwards Inc
Missouri
$473K +$23K +271 +5%
GWM
336
Gibbs Wealth Management
Georgia
$472K +$484K +5,720 New
BJL
337
Brighton Jones LLC
Washington
$471K +$484K +5,714 New
BIM
338
Baldwin Investment Management
Pennsylvania
$471K – – –
BWP
339
BSW Wealth Partners
Colorado
$470K -$93K -1,098 -16%
MWM
340
Modern Wealth Management
Kansas
$469K +$105K +1,236 +29%
AWM
341
Avior Wealth Management
Nebraska
$465K +$60K +709 +14%
EWM
342
Empirical Wealth Management
Washington
$465K +$145K +1,718 +44%
SFC
343
SYM Financial Corp
Indiana
$460K +$3.22K +38 +0.7%
CIA
344
Choate Investment Advisors
Massachusetts
$460K +$7.79K +92 +2%
MC
345
Moors & Cabot
Massachusetts
$454K -$65.1K -769 -12%
WPC
346
Waters Parkerson & Co
Louisiana
$454K – – –
GCP
347
GSA Capital Partners
United Kingdom
$453K +$465K +5,486 New
PFA
348
Pure Financial Advisors
California
$451K +$140K +1,653 +43%
NG
349
Norden Group
Utah
$439K +$49K +579 +12%
SMA
350
Seven Mile Advisory
New Jersey
$433K +$62.8K +742 +16%
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14
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