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HSBC

Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
426
Prospect Financial Group
Virginia
$268K – – –
FGWP
427
Founders Grove Wealth Partners
Virginia
$264K +$271K +3,204 New
EA
428
Echo45 Advisors
California
$263K +$19.2K +227 +8%
IPW
429
Intergy Private Wealth
Colorado
$263K +$24K +283 +10%
PWM
430
Partners Wealth Management
California
$260K – – –
SWM
431
Seed Wealth Management
Illinois
$258K – – –
AAP
432
Arax Advisory Partners
Colorado
$256K -$453K -5,346 -63%
PCG
433
Prosperity Consulting Group
Maryland
$253K +$259K +3,061 New
II
434
Impact Investors
California
$250K +$257K +3,033 New
KPWS
435
Kestra Private Wealth Services
Texas
$248K +$12.2K +144 +5%
IAS
436
Insigneo Advisory Services
Florida
$247K +$7.54K +89 +3%
TFA
437
Tranquilli Financial Advisor
New Jersey
$238K -$8.55K -101 -3%
BTWM
438
Baker Tilly Wealth Management
Wisconsin
$238K +$18.8K +222 +8%
GM
439
GeoWealth Management
Illinois
$234K -$911K -10,753 -79%
TI
440
Tidal Investments
Wisconsin
$231K -$8.13K -96 -3%
MFA
441
Mayflower Financial Advisors
Massachusetts
$229K +$235K +2,777 New
VA
442
VestGen Advisors
Illinois
$229K +$215K +2,541 New
SW
443
SVB Wealth
Massachusetts
$227K +$6.61K +78 +3%
RC
444
Rexford Capital
Texas
$226K +$2.54K +30 +1%
SI
445
Stephens Inc
Arkansas
$223K -$86.3K -1,019 -27%
GCC
446
Guardian Capital (Canada)
Ontario, Canada
$221K +$227K +2,681 New
AWM
447
Ariadne Wealth Management
California
$221K -$4.32K -51 -2%
AA
448
Addison Advisors
Vermont
$219K +$932 +11 +0.4%
FDCDDQ
449
Federation des caisses Desjardins du Quebec
Quebec, Canada
$217K -$2.63K -31 -1%
TFP
450
TrueWealth Financial Partners
Washington
$216K +$222K +2,621 New
16 17
18
19 20