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HSBC
HSBC

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
351
Geneos Wealth Management
Colorado
$504K +$98.7K +1,082 +26%
SCTC
352
Sanibel Captiva Trust Company
Florida
$503K +$5.2K +57 +1%
ZF
353
Zhang Financial
Michigan
$497K +$7.94K +87 +2%
SMA
354
Seven Mile Advisory
New Jersey
$494K -$5.2K -57 -1%
KAS
355
Kestra Advisory Services
Texas
$493K -$73K -800 -13%
OIA
356
OneDigital Investment Advisors
Kansas
$493K -$178K -1,948 -27%
GA
357
Greenspring Advisors
Maryland
$483K +$12.2K +134 +3%
MC
358
Moors & Cabot
Massachusetts
$479K -$42.7K -468 -8%
EH
359
Equitable Holdings
New York
$472K -$33.2K -364 -7%
BBHC
360
Brown Brothers Harriman & Co
New York
$471K +$145K +1,591 +47%
ATPW
361
Ashton Thomas Private Wealth
Arizona
$469K +$16.6K +182 +4%
WRPWM
362
Werba Rubin Papier Wealth Management
California
$463K -$2.92K -32 -0.7%
FG
363
Foster Group
Iowa
$461K -$1.09K -12 -0.2%
ONB
364
Old National Bancorp
Indiana
$461K +$443K +4,849 New
CP
365
Canopy Partners
Ohio
$460K +$2.56K +28 +0.6%
BF
366
Brucke Financial
Indiana
$454K +$41.1K +450 +10%
EL
367
EWA LLC
Pennsylvania
$453K +$13K +142 +3%
CFG
368
Carter Financial Group
Illinois
$451K +$16.8K +184 +4%
CIM
369
Contravisory Investment Management
Massachusetts
$448K +$4.2K +46 +1%
AC
370
Avestar Capital
New York
$445K +$428K +4,685 New
LCGC
371
Legacy Capital Group California
California
$444K -$530K -5,808 -55%
CFA
372
Collaborative Fund Advisors
Nevada
$437K +$420K +4,598 New
IWM
373
IHT Wealth Management
Illinois
$431K +$414K +4,535 New
FWP
374
Flatrock Wealth Partners
California
$430K +$8.3K +91 +2%
SA
375
Sovran Advisors
California
$421K +$53K +581 +17%
13 14
15
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