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BHP
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Name Holding Trade Value Shares
Change 		Change in
Stake
WW
426
Wright Wealth
Georgia
$281K +$265K +4,657 New
BWA
427
Basecamp Wealth Advisors
Washington
$279K +$263K +4,629 New
AG
428
Ascent Group
Virginia
$279K -$33K -581 -11%
RG
429
Rathbones Group
United Kingdom
$279K – – –
TA
430
TLS Advisors
Florida
$269K +$253K +4,460 New
HAG
431
HighPoint Advisor Group
Illinois
$269K +$25.4K +447 +11%
IAS
432
Insigneo Advisory Services
Florida
$267K -$13.9K -245 -5%
TSS
433
Two Sigma Securities
New York
$264K +$248K +4,367 New
RWP
434
RWA Wealth Partners
Massachusetts
$263K – – –
RGC
435
Roberts, Glore & Co
Illinois
$257K -$2.84K -50 -1%
ASN
436
Advisory Services Network
Georgia
$256K -$193K -3,398 -44%
TF
437
Trek Financial
Arizona
$254K +$28.3K +498 +13%
AWS
438
Aspen Wealth Strategies
Colorado
$254K +$2.44K +43 +1%
IIA
439
Integral Investment Advisors
California
$252K -$6.19K -109 -3%
KIA
440
Knollwood Investment Advisory
Maryland
$251K – – –
GWCM
441
Godshalk Welsh Capital Management
Pennsylvania
$244K -$14.2K -250 -6%
AAP
442
Arax Advisory Partners
Colorado
$242K +$18.7K +329 +9%
ABWM
443
Alpine Bank Wealth Management
Colorado
$241K – – –
JSSH
444
J. Safra Sarasin Holding
$241K – – –
CCA
445
Corps Capital Advisors
Texas
$241K +$227K +4,000 New
ACP
446
Aviance Capital Partners
Florida
$241K -$43.3K -762 -16%
SWM
447
SeaCrest Wealth Management
New York
$241K +$2.05K +36 +1%
AG
448
AlTi Global
New York
$240K +$11.4K +200 +5%
WANY
449
Wealthspire Advisors (New York)
New York
$239K +$130K +2,283 +136%
RFC
450
Regions Financial Corp
Alabama
$239K -$408K -7,177 -64%
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