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HSBC

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
476
Fragasso Financial Advisors
Pennsylvania
$232K +$222K +2,436 New
ACM
477
Advisors Capital Management
New Jersey
$229K +$219K +2,403 New
AWE
478
Avidian Wealth Enterprises
Texas
$228K +$219K +2,401 New
FSAG
479
Financial Solutions Advisory Group
Illinois
$228K +$213K +2,329 New
AWM
480
Apollon Wealth Management
South Carolina
$228K +$219K +2,395 New
IA
481
Inspire Advisors
Idaho
$227K +$218K +2,392 New
RBC
482
Romano Brothers & Co
Illinois
$227K +$218K +2,386 New
CW
483
CreativeOne Wealth
Kansas
$226K +$217K +2,374 New
SW
484
SteelPeak Wealth
California
$224K +$215K +2,355 New
NHC
485
Nicholas Hoffman & Company
Georgia
$222K +$213K +2,339 New
CAM
486
Claret Asset Management
Quebec, Canada
$221K +$212K +2,324 New
SWGC
487
Summit Wealth Group (Colorado)
Colorado
$219K +$210K +2,306 New
OCWP
488
Owl Creek Wealth Partners
Colorado
$219K – – –
DWP
489
Daymark Wealth Partners
Ohio
$216K +$207K +2,267 New
IP
490
Indivisible Partners
Florida
$215K +$207K +2,264 New
EFG
491
Everhart Financial Group
Ohio
$214K +$206K +2,255 New
JIC
492
Johnson Investment Counsel
Ohio
$213K +$205K +2,245 New
JWCA
493
J.W. Cole Advisors
Florida
$213K +$204K +2,236 New
FWI
494
Facet Wealth Inc
Maryland
$213K +$204K +2,235 New
HNB
495
Huntington National Bank
Ohio
$212K +$37.1K +407 +22%
JAM
496
JCIC Asset Management
Ontario, Canada
$212K – – –
IWA
497
Icon Wealth Advisors
Texas
$210K -$113K -1,235 -36%
TPWA
498
Twin Peaks Wealth Advisors
California
$206K +$16K +175 +9%
AGC
499
Aspen Grove Capital
Colorado
$206K +$198K +2,170 New
SL
500
Salomon & Ludwin
Virginia
$204K +$57.9K +635 +42%
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