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HSBC

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
401
Whipplewood Advisors
Colorado
$34.7K -$1.26K -23 -4%
PMFA
402
Plante Moran Financial Advisors
Michigan
$34.7K – – –
BCM
403
Berbice Capital Management
New York
$34.5K +$5.47K +100 +20%
CAL
404
Capital Analysts LLC
Pennsylvania
$34K – – –
HPC
405
HM Payson & Co
Maine
$31.9K – – –
WT
406
Whittier Trust
California
$30.7K – – –
ST
407
Smithfield Trust
Pennsylvania
$30K – – –
WF
408
Wayfinding Financial
Washington
$30K +$28.5K +522 New
ACM
409
Accent Capital Management
Ohio
$29.6K – – –
BWAM
410
Boyd Watterson Asset Management
Ohio
$29.4K – – –
GKIM
411
GW&K Investment Management
Massachusetts
$29K – – –
SVCP
412
Silicon Valley Capital Partners
California
$25.6K – – –
TIM
413
Tortoise Investment Management
New York
$24K – – –
FFA
414
Frazier Financial Advisors
Ohio
$23.8K -$1.8K -33 -7%
RAM
415
Ramirez Asset Management
New York
$23.7K -$6.59M -120,486 -100%
MCI
416
MRP Capital Investments
Georgia
$23K – – –
IWM
417
Inlight Wealth Management
Georgia
$23K +$21.9K +400 New
HWP
418
Highline Wealth Partners
California
$22.2K +$8.37K +153 +66%
HI
419
Harbour Investments
Wisconsin
$20.7K +$4.65K +85 +31%
GFPC
420
Global Financial Private Client
Florida
$19.3K – – –
AT
421
Arlington Trust
Alabama
$19.2K – – –
CPG
422
Cornerstone Planning Group
New Jersey
$15.8K +$1.2K +22 +8%
RF
423
Robinswood Financial
Washington
$15.3K +$14.5K +266 New
PWA
424
Physician Wealth Advisors
Utah
$15.1K +$1.04K +19 +8%
BCWM
425
Bartlett & Co Wealth Management
Ohio
$15K – – –
15 16
17
18 19