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HSBC
HSBC

Name Holding Trade Value Shares
Change 		Change in
Stake
HWP
451
Highline Wealth Partners
California
$33.1K +$5.27K +81 +21%
RWS
452
Retirement Wealth Solutions
Wisconsin
$31.7K +$29.1K +447 New
FFA
453
Frazier Financial Advisors
Ohio
$31.6K +$1.95K +30 +7%
BI
454
Binnacle Investments
Iowa
$31.5K +$12.9K +198 +80%
CA
455
CoreCap Advisors
Michigan
$30.5K – – –
TIM
456
Tortoise Investment Management
New York
$29.7K – – –
BWAM
457
Boyd Watterson Asset Management
Ohio
$29.5K -$6.24K -96 -19%
IWM
458
Inlight Wealth Management
Georgia
$28.4K – – –
CPG
459
Cornerstone Planning Group
New Jersey
$26.8K – – –
MWPCG
460
Measured Wealth Private Client Group
New Hampshire
$26.2K +$24K +369 New
CIA
461
Cape Investment Advisory
Georgia
$25.8K +$2.67K +41 +13%
MG
462
Mather Group
Illinois
$24.9K +$22.8K +351 New
AT
463
Arlington Trust
Alabama
$23.8K – – –
FC
464
Fairscale Capital
New Hampshire
$22.8K – – –
PWA
465
Physician Wealth Advisors
Utah
$20.1K +$455 +7 +3%
RF
466
Robinswood Financial
Washington
$18.9K – – –
BCWM
467
Bartlett & Co Wealth Management
Ohio
$18K – – –
BFS
468
Bare Financial Services
Pennsylvania
$17K +$4.1K +63 +36%
AIM
469
AXA Investment Managers
France
$16.8K +$15.3K +236 New
AP
470
Atwood & Palmer
Missouri
$16.5K – – –
ZBNA
471
Zions Bancorporation, National Association
Utah
$15.9K +$1.36K +21 +10%
PMFA
472
Plante Moran Financial Advisors
Michigan
$15.5K – – –
TCOT
473
Trust Company of Toledo
Ohio
$15.2K – – –
CFD
474
Creative Financial Designs
Indiana
$15.1K +$1.43K +22 +12%
CI
475
CX Institutional
Indiana
$15K – – –
17 18
19
20 21