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Hilltop Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
RIL
201
Rothschild Investment LLC
Illinois
$7.6K +$1.35K +36 +23%
KFAS
202
Keating Financial Advisory Services
Kansas
$5.76K -$751 -20 -12%
BFS
203
Bare Financial Services
Pennsylvania
$4.46K +$3.19K +85 +283%
CA
204
Continuum Advisory
Idaho
$4.23K +$4.09K +109 New
PMAM
205
Picton Mahoney Asset Management
Ontario, Canada
$3.92K +$3.79K +101 New
CA
206
Clearstead Advisors
Ohio
$3.3K +$1.35K +36 +73%
PFBT
207
Parkside Financial Bank & Trust
Missouri
$2.99K – – –
BIA
208
Bell Investment Advisors
California
$2.91K – – –
FFO
209
Fortitude Family Office
Arizona
$2.79K +$2.71K +72 New
PA
210
Parallel Advisors
California
$2.75K -$263 -7 -9%
Rockefeller Capital Management
211
Rockefeller Capital Management
New York
$2.4K -$526 -14 -18%
HNW
212
High Note Wealth
Minnesota
$2.33K +$2.25K +60 New
SGFG
213
Silver Grove Financial Group
New York
$1.55K +$1.5K +40 New
LFG
214
Larson Financial Group
Missouri
$1.47K +$1.43K +38 New
VCM
215
Versant Capital Management
Arizona
$1.32K – – –
CPG
216
Cornerstone Planning Group
New Jersey
$1.11K – – –
TFA
217
Transamerica Financial Advisors
Florida
$1.1K +$1.05K +28 New
FMII
218
Farmers & Merchants Investments Inc
Nebraska
$970 – – –
SPIA
219
Steward Partners Investment Advisory
New York
$931 +$902 +24 New
PWA
220
Physician Wealth Advisors
Utah
$815 – – –
Osaic Holdings
221
Osaic Holdings
Arizona
$776 – – –
TM
222
Torren Management
California
$486 +$38 +1 +8%
HI
223
Harbour Investments
Wisconsin
$427 – – –
PMFA
224
Plante Moran Financial Advisors
Michigan
$427 +$413 +11 New
JWA
225
JFS Wealth Advisors
Pennsylvania
$388 +$376 +10 New