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Boston Properties
BXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
501
Spire Wealth Management
Virginia
$19.8K +$7.8K +109 +80%
SIC
502
Salem Investment Counselors
North Carolina
$18.3K – – –
PTC
503
Private Trust Company
Ohio
$16.5K +$430 +6 +3%
C
504
Covestor
United Kingdom
$15K +$1.57K +22 +14%
SPIA
505
Steward Partners Investment Advisory
New York
$14.6K -$3.15K -44 -20%
ACA
506
Atlas Capital Advisors
Wyoming
$14.2K +$11.2K +157 +785%
RA
507
Rise Advisors
New York
$14.2K +$143 +2 +1%
SL
508
Salomon & Ludwin
Virginia
$13.4K – – –
IUHSA
509
Itau Unibanco Holding S.A.
Brazil
$13.1K – – –
HCP
510
Hexagon Capital Partners
Arkansas
$12.6K +$3.94K +55 +54%
CPA
511
Capital Performance Advisors
California
$12.6K +$11.2K +156 New
QL
512
Quarry LP
New York
$12.5K +$11.1K +155 New
CWC
513
Carolinas Wealth Consulting
North Carolina
$12.4K +$358 +5 +3%
BFPW
514
BOK Financial Private Wealth
Colorado
$12.2K +$10.7K +150 New
MMG
515
Monetary Management Group
Missouri
$12.1K – – –
BC
516
Barrett & Company
Rhode Island
$12.1K +$3.58K +50 +50%
CA
517
Crewe Advisors
Utah
$11.9K +$72 +1 +0.7%
GWM
518
Geneos Wealth Management
Colorado
$9.33K +$1.5K +21 +22%
OA
519
Operose Advisors
Wisconsin
$8.93K – – –
CPG
520
Cornerstone Planning Group
New Jersey
$8.19K -$2.72K -38 -29%
MAM
521
Meeder Asset Management
Ohio
$8.13K +$286 +4 +4%
AWM
522
AllSquare Wealth Management
New York
$8.05K +$7.16K +100 New
PPA
523
Painted Porch Advisors
California
$8.05K +$7.16K +100 New
NS
524
NBC Securities
Alabama
$8K +$72 +1 +0.9%
JPWM
525
Jamison Private Wealth Management
Georgia
$7.79K +$143 +2 +2%
19 20
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