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BHP
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Name Holding Trade Value Shares
Change 		Change in
Stake
PWAM
301
Pinnacle West Asset Management
Wyoming
$528K +$2.66K +50 +0.5%
IPW
302
Invictus Private Wealth
Colorado
$523K -$12.4K -233 -2%
RFG
303
Range Financial Group
Oregon
$521K -$2.29K -43 -0.5%
PP
304
PDS Planning
Ohio
$509K +$20.5K +386 +4%
AI
305
Atria Investments
North Carolina
$507K -$173K -3,258 -26%
FFC
306
First Financial Corp
Indiana
$504K -$5.59K -105 -1%
FI
307
Fractal Investments
Connecticut
$502K – – –
SCP
308
Stamos Capital Partners
California
$499K -$411K -7,720 -46%
XF
309
XML Financial
Maryland
$496K – – –
LAI
310
Legal Advantage Investments
California
$494K -$5.32K -100 -1%
AWM
311
AE Wealth Management
Kansas
$492K -$4.26K -80 -0.9%
CM
312
CoreCommodity Management
Connecticut
$492K -$21.9K -412 -4%
MFG
313
Merit Financial Group
Georgia
$488K +$113K +2,130 +32%
OWA
314
One Wealth Advisors
California
$477K +$12.7K +239 +3%
PP
315
Pacifica Partners
Canada
$472K +$213 +4 +0%
IWM
316
IHT Wealth Management
Illinois
$465K -$19.7K -370 -4%
MDA
317
Minot DeBlois Advisors
Massachusetts
$462K -$585 -11 -0.1%
KCM
318
Kempner Capital Management
Texas
$454K -$371K -6,968 -46%
GIM
319
Glenmede Investment Management
Pennsylvania
$453K -$71.6K -1,345 -14%
MOS
320
MGO One Seven
Ohio
$451K +$170K +3,186 +65%
IAIM
321
International Assets Investment Management
Florida
$447K – – –
JIC
322
Johnson Investment Counsel
Ohio
$445K -$467K -8,771 -52%
CIA
323
Choate Investment Advisors
Massachusetts
$433K -$71.8K -1,350 -15%
EFH
324
Eaton Financial Holdings
Florida
$429K +$127K +2,378 +45%
ASN
325
Advisory Services Network
Georgia
$426K -$15.2K -285 -4%
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