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Boston Properties
BXP

Name Holding Trade Value Shares
Change 		Change in
Stake
EW
501
Evoke Wealth
California
$13K +$10.1K +83 +461%
NFSG
502
Newbridge Financial Services Group
Florida
$12K +$1.45K +12 +15%
FMII
503
Farmers & Merchants Investments Inc
Nebraska
$10K – – –
TFO
504
Tarbox Family Office
California
$10K – – –
FHA
505
First Horizon Advisors
Tennessee
$9K -$848 -7 -9%
GRP
506
Global Retirement Partners
California
$9K +$10.7K +88 New
WTA
507
Washington Trust Advisors
Massachusetts
$8K – – –
MCM
508
MV Capital Management
Maryland
$7K – – –
CAC
509
Core Alternative Capital
Georgia
$7K +$5.33K +44 +440%
SWA
510
Sutton Wealth Advisors
Florida
$6.57K – – –
MSFP
511
Mark Sheptoff Financial Planning
Connecticut
$6K – – –
WWM
512
Wolff Wiese Magana
California
$6K – – –
GIA
513
GHP Investment Advisors
Colorado
$6K +$5.82K +48 New
RWM
514
Raffa Wealth Management
District of Columbia
$5.41K – – –
LF
515
Lee Financial
Texas
$5K -$4.85K -40 -49%
BWA
516
BDO Wealth Advisors
Florida
$5K – – –
FAG
517
Fortitude Advisory Group
Washington
$5K – – –
PGAM
518
Princeton Global Asset Management
New Jersey
$5K – – –
MPWT
519
MassMutual Private Wealth & Trust
Connecticut
$5K +$727 +6 +17%
IFAM
520
Institutional & Family Asset Management
Colorado
$4K – – –
ME
521
McIlrath & Eck
Washington
$4K – – –
AF
522
Advisornet Financial
Minnesota
$4K +$727 +6 +24%
VCM
523
Versant Capital Management
Arizona
$4K +$1.33K +11 +65%
CWM
524
Curi Wealth Management
North Carolina
$3K – – –
HBW
525
Hazlett, Burt & Watson
West Virginia
$3K +$3.15K +26 New
19 20
21
22 23