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HSBC
HSBC

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
551
Triumph Capital Management
Colorado
$54.2K +$3.92K +43 +8%
CIS
552
Custom Index Systems
New York
$54.2K +$52K +570 New
ST
553
Smithfield Trust
Pennsylvania
$53K – – –
SIC
554
SJS Investment Consulting
Ohio
$51K +$10K +110 +26%
FC
555
Financial Consulate
Maryland
$50.5K +$3.29K +36 +7%
DF
556
Dunhill Financial
United Kingdom
$48K +$20.8K +228 +82%
ACM
557
Accent Capital Management
Ohio
$46.8K +$44.9K +492 New
BFS
558
Bare Financial Services
Pennsylvania
$45.2K +$23.6K +259 +120%
NS
559
NBC Securities
Alabama
$43.5K +$2.56K +28 +7%
CFM
560
Cornerstone Financial Management
Massachusetts
$41.8K +$13K +142 +48%
HWP
561
Highline Wealth Partners
California
$39.6K -$548 -6 -1%
BWAM
562
Boyd Watterson Asset Management
Ohio
$39.6K – – –
FFA
563
Frazier Financial Advisors
Ohio
$39.5K -$5.93K -65 -14%
SWM
564
SHP Wealth Management
Massachusetts
$39.2K +$9.13K +100 +32%
LI
565
LRI Investments
Florida
$39.2K +$3.38K +37 +10%
BIA
566
Bell Investment Advisors
California
$38.5K – – –
EP
567
Essential Partners
California
$37.8K – – –
JWM
568
JPL Wealth Management
Colorado
$36.4K -$7.57K -83 -18%
RWS
569
Retirement Wealth Solutions
Wisconsin
$34.9K – – –
PMFA
570
Plante Moran Financial Advisors
Michigan
$33.7K +$12.3K +135 +62%
PWA
571
Physician Wealth Advisors
Utah
$32.9K +$5.2K +57 +20%
RWM
572
Raffa Wealth Management
District of Columbia
$32.2K +$3.56K +39 +13%
MPW
573
MASECO Private Wealth
$31.3K +$5.02K +55 +20%
BFPW
574
BOK Financial Private Wealth
Colorado
$30.8K +$29.6K +324 New
FC
575
Fairscale Capital
New Hampshire
$30.5K – – –
21 22
23
24 25