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HSBC

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
476
Revisor Wealth Management
Ohio
$235K +$226K +2,472 New
HCWM
477
Hidden Cove Wealth Management
Washington
$232K +$223K +2,445 New
FFA
478
Fragasso Financial Advisors
Pennsylvania
$232K +$222K +2,436 New
ACM
479
Advisors Capital Management
New Jersey
$229K +$219K +2,403 New
AWE
480
Avidian Wealth Enterprises
Texas
$228K +$219K +2,401 New
FSAG
481
Financial Solutions Advisory Group
Illinois
$228K +$213K +2,329 New
AWM
482
Apollon Wealth Management
South Carolina
$228K +$219K +2,395 New
IA
483
Inspire Advisors
Idaho
$227K +$218K +2,392 New
RBC
484
Romano Brothers & Co
Illinois
$227K +$218K +2,386 New
CW
485
CreativeOne Wealth
Kansas
$226K +$217K +2,374 New
SW
486
SteelPeak Wealth
California
$224K +$215K +2,355 New
NHC
487
Nicholas Hoffman & Company
Georgia
$222K +$213K +2,339 New
CAM
488
Claret Asset Management
Quebec, Canada
$221K +$212K +2,324 New
SWGC
489
Summit Wealth Group (Colorado)
Colorado
$219K +$210K +2,306 New
OCWP
490
Owl Creek Wealth Partners
Colorado
$219K – – –
DWP
491
Daymark Wealth Partners
Ohio
$216K +$207K +2,267 New
IP
492
Indivisible Partners
Florida
$215K +$207K +2,264 New
EFG
493
Everhart Financial Group
Ohio
$214K +$206K +2,255 New
JIC
494
Johnson Investment Counsel
Ohio
$213K +$205K +2,245 New
JWCA
495
J.W. Cole Advisors
Florida
$213K +$204K +2,236 New
FWI
496
Facet Wealth Inc
Maryland
$213K +$204K +2,235 New
HNB
497
Huntington National Bank
Ohio
$212K +$37.1K +407 +22%
JAM
498
JCIC Asset Management
Ontario, Canada
$212K – – –
IWA
499
Icon Wealth Advisors
Texas
$210K -$113K -1,235 -36%
TPWA
500
Twin Peaks Wealth Advisors
California
$206K +$16K +175 +9%
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