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Hancock Whitney
HWC

Name Holding Trade Value Shares
Change 		Change in
Stake
JSAM
351
J. Safra Asset Management
New York
$3.81K +$1.88K +28 +88%
PWA
352
Physician Wealth Advisors
Utah
$3.37K +$1.81K +27 +104%
TM
353
Torren Management
California
$2.56K -$30.7K -459 -92%
SI
354
Sapience Investments
California
$2.54K +$2.68K +40 New
UFPG
355
United Financial Planning Group
New York
$2.35K +$2.48K +37 New
QC
356
Quent Capital
New York
$2.23K – – –
CT
357
Clearstead Trust
Maine
$2.23K +$2.34K +35 New
WA
358
WPG Advisers
Maryland
$1.91K – – –
JWM
359
JPL Wealth Management
Colorado
$1.91K +$2.01K +30 New
BFS
360
Bare Financial Services
Pennsylvania
$1.65K +$1.74K +26 New
CA
361
Clearstead Advisors
Ohio
$1.59K -$70.7K -1,056 -98%
KFAS
362
Keating Financial Advisory Services
Kansas
$1.59K -$1.27K -19 -43%
PMAM
363
Picton Mahoney Asset Management
Ontario, Canada
$1.46K – – –
SIC
364
SJS Investment Consulting
Ohio
$1.34K +$536 +8 +62%
PWMG
365
Private Wealth Management Group
New Jersey
$1.27K -$2.61K -39 -66%
SWM
366
Spire Wealth Management
Virginia
$1.27K +$1.34K +20 New
HNB
367
Huntington National Bank
Ohio
$1.21K -$8.64K -129 -87%
BGAI
368
Bruce G. Allen Investments
Colorado
$1.15K – – –
DPW
369
DiNuzzo Private Wealth
Pennsylvania
$1.02K – – –
AFC
370
Ares Financial Consulting
California
$962 – – –
RWM
371
Rialto Wealth Management
New York
$827 +$201 +3 +30%
BIA
372
Bell Investment Advisors
California
$764 – – –
BHWM
373
Bay Harbor Wealth Management
Maryland
$763 +$268 +4 +50%
HFS
374
Hughes Financial Services
Virginia
$636 – – –
VWM
375
Vermillion Wealth Management
Minnesota
$509 +$536 +8 New
13 14
15
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