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HSBC
HSBC

Name Holding Trade Value Shares
Change 		Change in
Stake
AGC
426
August Group Capital
$241K +$219K +3,062 New
CAG
427
Crestwood Advisors Group
Massachusetts
$241K +$219K +3,059 New
FWM
428
FMB Wealth Management
California
$237K – – –
CB
429
Commerce Bank
Missouri
$237K – – –
ICP
430
Interchange Capital Partners
Pennsylvania
$237K +$215K +3,007 New
TFA
431
Tranquilli Financial Advisor
New Jersey
$235K +$214K +2,990 New
EA
432
Echo45 Advisors
California
$233K -$12.5K -175 -6%
KA
433
Klingman & Associates
New York
$232K +$210K +2,943 New
MSFS
434
Main Street Financial Solutions
Pennsylvania
$231K +$210K +2,933 New
AWM
435
Ariadne Wealth Management
California
$230K -$13.9K -195 -7%
DWM
436
Diversify Wealth Management
Utah
$229K +$201K +2,805 New
IAS
437
Insigneo Advisory Services
Florida
$228K +$208K +2,903 New
IPW
438
Intergy Private Wealth
Colorado
$228K +$208K +2,902 New
TI
439
Tidal Investments
Wisconsin
$227K -$7.72K -108 -4%
KPWS
440
Kestra Private Wealth Services
Texas
$225K -$24.9K -348 -11%
BBA
441
Braun-Bostich & Associates
Pennsylvania
$216K -$27.2K -380 -12%
RC
442
Rexford Capital
Texas
$213K – – –
XWL
443
XXI Wealth LLC
Illinois
$213K +$194K +2,710 New
SW
444
SVB Wealth
Massachusetts
$210K +$191K +2,668 New
BTWM
445
Baker Tilly Wealth Management
Wisconsin
$209K +$190K +2,659 New
FDCDDQ
446
Federation des caisses Desjardins du Quebec
Quebec, Canada
$209K +$9.51K +133 +5%
AA
447
Addison Advisors
Vermont
$208K +$930 +13 +0.5%
MHR
448
Matthew Hamilton Rosenberg
$203K – – –
ELC
449
Edgar Lomax Company
Virginia
$203K – – –
LWPC
450
Legacy Wealth Partners (Colorado)
Colorado
$202K +$183K +2,565 New
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