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HSBC
HSBC

Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
426
HM Payson & Co
Maine
$75.1K +$34.3K +528 +100%
AF
427
Advisornet Financial
Minnesota
$73.5K – – –
WIM
428
Westside Investment Management
California
$72.8K +$33.2K +510 +100%
PTC
429
Private Trust Company
Ohio
$70.1K +$14.6K +225 +29%
EDRH
430
Edmond de Rothschild Holding
Switzerland
$64.4K – – –
PWAM
431
Private Wealth Asset Management
Iowa
$62K – – –
SWM
432
Spire Wealth Management
Virginia
$58.9K +$650 +10 +1%
SOW
433
State of Wyoming
Wyoming
$57.1K -$53.3K -820 -50%
HDIM
434
Hanson & Doremus Investment Management
Vermont
$57K – – –
BCM
435
Berbice Capital Management
New York
$56.8K +$13K +200 +33%
TWD
436
True Wealth Design
Ohio
$55.4K +$50.7K +780 New
PFBT
437
Parkside Financial Bank & Trust
Missouri
$54.3K -$2.41K -37 -5%
HI
438
Harbour Investments
Wisconsin
$50.5K +$22.8K +351 +97%
PAM
439
Paradigm Asset Management
New York
$49.7K – – –
FMP
440
Financial Management Professionals
Texas
$49K -$2.28K -35 -5%
MA
441
MCF Advisors
Kentucky
$48.9K – – –
WANY
442
Wealthspire Advisors (New York)
New York
$46.6K +$42.7K +656 New
AAS
443
Ameritas Advisory Services
Nebraska
$44.5K -$1.17K -18 -3%
RFP
444
Root Financial Partners
California
$43.3K +$39.7K +610 New
LFG
445
Larson Financial Group
Missouri
$41.9K -$20.7K -319 -35%
JWM
446
JPL Wealth Management
Colorado
$41.2K +$37.7K +580 New
EP
447
Essential Partners
California
$36.5K +$33.4K +514 New
CAL
448
Capital Analysts LLC
Pennsylvania
$36K – – –
GKIM
449
GW&K Investment Management
Massachusetts
$35K – – –
ST
450
Smithfield Trust
Pennsylvania
$34K – – –
16 17
18
19 20