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HSBC
HSBC

Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
551
Cornerstone Planning Group
New Jersey
$62.9K +$1.37K +15 +3%
CIA
552
Cape Investment Advisory
Georgia
$55.7K +$53.5K +586 New
BCWM
553
Bartlett & Co Wealth Management
Ohio
$54.7K – – –
TCM
554
Triumph Capital Management
Colorado
$54.2K +$3.92K +43 +8%
CIS
555
Custom Index Systems
New York
$54.2K +$52K +570 New
ST
556
Smithfield Trust
Pennsylvania
$53K – – –
SIC
557
SJS Investment Consulting
Ohio
$51K +$10K +110 +26%
FC
558
Financial Consulate
Maryland
$50.5K +$3.29K +36 +7%
DF
559
Dunhill Financial
United Kingdom
$48K +$20.8K +228 +82%
ACM
560
Accent Capital Management
Ohio
$46.8K +$44.9K +492 New
BFS
561
Bare Financial Services
Pennsylvania
$45.2K +$23.6K +259 +120%
NS
562
NBC Securities
Alabama
$43.5K +$2.56K +28 +7%
CFM
563
Cornerstone Financial Management
Massachusetts
$41.8K +$13K +142 +48%
HWP
564
Highline Wealth Partners
California
$39.6K -$548 -6 -1%
BWAM
565
Boyd Watterson Asset Management
Ohio
$39.6K – – –
FFA
566
Frazier Financial Advisors
Ohio
$39.5K -$5.93K -65 -14%
SWM
567
SHP Wealth Management
Massachusetts
$39.2K +$9.13K +100 +32%
LI
568
LRI Investments
Florida
$39.2K +$3.38K +37 +10%
BIA
569
Bell Investment Advisors
California
$38.5K – – –
EP
570
Essential Partners
California
$37.8K – – –
JWM
571
JPL Wealth Management
Colorado
$36.4K -$7.57K -83 -18%
SNBOSD
572
Security National Bank of So Dak
Iowa
$36.2K +$34.8K +381 New
RWS
573
Retirement Wealth Solutions
Wisconsin
$34.9K – – –
PMFA
574
Plante Moran Financial Advisors
Michigan
$33.7K +$12.3K +135 +62%
PWA
575
Physician Wealth Advisors
Utah
$32.9K +$5.2K +57 +20%
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