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BHP
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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
476
Pinnacle Associates
New York
$229K +$7.42K +124 +3%
BF
477
BOK Financial
Oklahoma
$227K -$22.5K -376 -9%
WWM
478
Whalen Wealth Management
Nevada
$225K +$234K +3,905 New
SWM
479
Segment Wealth Management
Texas
$225K -$4.91K -82 -2%
GVAG
480
Great Valley Advisor Group
Delaware
$223K +$231K +3,854 New
CMS
481
Capital Market Strategies
Florida
$222K – – –
EIP
482
Epoch Investment Partners
New York
$221K -$30.5K -509 -12%
FHA
483
First Horizon Advisors
Tennessee
$220K -$10.8K -180 -5%
HAG
484
HighPoint Advisor Group
Illinois
$219K +$229K +3,822 New
EWA
485
Exencial Wealth Advisors
Oklahoma
$217K +$7.06K +118 +3%
KP
486
Keel Point
Alabama
$215K -$17.5K -292 -7%
SMA
487
Seven Mile Advisory
New Jersey
$210K -$25K -418 -10%
CWM
488
Compass Wealth Management
Connecticut
$208K – – –
RJT
489
Raymond James Trust
Florida
$208K -$51.9K -868 -19%
CFO
490
CVA Family Office
Colorado
$208K – – –
CCM
491
Cohen Capital Management
California
$205K – – –
LNC
492
Lincoln National Corp
Pennsylvania
$203K -$76.2K -1,274 -27%
DWA
493
Douglass Winthrop Advisors
New York
$202K – – –
USGIU
494
U.S. Global Investors (USGI)
Texas
$202K +$209K +3,500 New
CB
495
Community Bank
New York
$202K -$41.9K -700 -17%
AWM
496
Aprio Wealth Management
Georgia
$201K -$13.5K -225 -6%
KWA
497
Kingswood Wealth Advisors
California
$200K -$227K -3,795 -52%
CFB
498
Cullen/Frost Bankers
Texas
$194K -$38.5K -643 -16%
CM
499
Castleark Management
Illinois
$187K – – –
GA
500
GoalVest Advisory
New York
$182K +$189K +3,150 New
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