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BHP
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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
376
AE Wealth Management
Kansas
$410K -$1.21M -20,205 -74%
SPWM
377
Straight Path Wealth Management
Michigan
$407K – – –
HFM
378
Hartford Funds Management
Pennsylvania
$406K +$422K +7,044 New
EI
379
Ethic Inc
New York
$394K +$7.24K +121 +2%
SF
380
Synovus Financial
Georgia
$394K +$58.9K +984 +17%
HF
381
HRT Financial
New York
$392K +$408K +6,809 New
HBCM
382
Heron Bay Capital Management
Michigan
$388K -$1.98K -33 -0.5%
QI
383
Qtron Investments
Massachusetts
$384K – – –
IFAM
384
Institutional & Family Asset Management
Colorado
$384K – – –
RA
385
Ruggaard & Associates
Ohio
$380K -$2.99K -50 -0.8%
EFS
386
Essex Financial Services
Connecticut
$380K -$55.9K -934 -12%
KFA
387
Kelleher Financial Advisors
New York
$375K +$389K +6,505 New
ATIA
388
American Trust Investment Advisors
New Hampshire
$372K -$115K -1,915 -23%
PP
389
PDS Planning
Ohio
$371K -$898 -15 -0.2%
PP
390
Pacifica Partners
Canada
$370K – – –
BFO
391
Biltmore Family Office
North Carolina
$370K -$5.51K -92 -1%
FCH
392
Freestone Capital Holdings
Washington
$369K -$417K -6,971 -52%
SCM
393
Shelton Capital Management
Colorado
$363K +$377K +6,300 New
PS
394
Principal Securities
Iowa
$359K +$120K +2,009 +48%
SWM
395
Spire Wealth Management
Virginia
$357K -$91K -1,520 -20%
DAS
396
Dynamic Advisor Solutions
Arizona
$357K +$371K +6,194 New
MA
397
Mutual Advisors
Nebraska
$357K +$38.8K +648 +12%
RG
398
Rathbones Group
United Kingdom
$355K -$58.2K -973 -14%
VAS
399
Vestmark Advisory Solutions
Massachusetts
$352K -$31.4K -524 -8%
SC
400
Steph & Co
Wisconsin
$349K +$2.51K +42 +0.7%
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16
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