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BHP
BHP

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
426
Adero Partners
California
$243K +$216K +3,908 New
KPWS
427
Kestra Private Wealth Services
Texas
$243K +$718 +13 +0.3%
SWM
428
Segment Wealth Management
Texas
$242K – – –
EWA
429
EP Wealth Advisors
California
$242K +$215K +3,895 New
FCBT
430
First Citizens Bank & Trust
North Carolina
$241K +$214K +3,878 New
LSA
431
Leonteq Securities AG
Switzerland
$240K -$196K -3,556 -48%
GVAG
432
Great Valley Advisor Group
Delaware
$239K +$9.22K +167 +5%
CMS
433
Capital Market Strategies
Florida
$239K – – –
AWS
434
Atria Wealth Solutions
New York
$239K -$377K -6,821 -64%
JWCA
435
J.W. Cole Advisors
Florida
$239K -$51.7K -937 -20%
AWM
436
Aprio Wealth Management
Georgia
$238K -$32.9K -596 -13%
STA
437
Summit Trail Advisors
New York
$236K -$17.1K -310 -8%
SPC
438
Sigma Planning Corp
Michigan
$235K +$208K +3,767 New
CFB
439
Cullen/Frost Bankers
Texas
$234K -$2.04K -37 -1%
PGIM
440
Pacific Global Investment Management
California
$234K -$119K -2,161 -36%
FAIM
441
Financial Advocates Investment Management
Washington
$234K +$33.1K +600 +19%
CAM
442
Cozad Asset Management
Illinois
$234K -$33.6K -609 -14%
SMA
443
Seven Mile Advisory
New Jersey
$233K +$207K +3,751 New
FRM
444
Fox Run Management
Connecticut
$233K +$207K +3,744 New
EIP
445
Epoch Investment Partners
New York
$232K +$206K +3,728 New
CFO
446
CVA Family Office
Colorado
$230K -$1.32K -24 -0.6%
TC
447
TownSquare Capital
Utah
$227K +$202K +3,653 New
HWM
448
HB Wealth Management
Georgia
$225K -$20K -362 -9%
KWA
449
Kingswood Wealth Advisors
California
$225K +$110 +2 +0.1%
CIG
450
Cullen Investment Group
Louisiana
$225K -$6.02K -109 -3%
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