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Boston Properties
BXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CMA
526
Cedar Mountain Advisors
Oregon
$663 – – –
CA
527
CoreCap Advisors
Michigan
$663 – – –
BFS
528
Bare Financial Services
Pennsylvania
$597 -$539 -9 -50%
CT
529
Colonial Trust
South Carolina
$597 – – –
SC
530
SouthState Corp
Florida
$597 – – –
PWA
531
Principia Wealth Advisory
Texas
$597 +$239 +4 +80%
PWA
532
Physician Wealth Advisors
Utah
$597 +$539 +9 New
SFCL
533
Strengthening Families & Communities LLC
Massachusetts
$597 +$539 +9 New
DF
534
Downshift Financial
Colorado
$464 +$419 +7 New
PS
535
Planning Strategies
Pennsylvania
$464 +$419 +7 New
SWA
536
SOA Wealth Advisors
New York
$336 -$60 -1 -17%
SWAG
537
Spectrum Wealth Advisory Group
California
$336 +$299 +5 New
MB
538
MidFirst Bank
Oklahoma
$332 -$71.8K -1,200 -100%
FISPB
539
Fideuram - Intesa Sanpaolo Private Banking
$332 -$419 -7 -58%
HFS
540
Hughes Financial Services
Virginia
$265 +$180 +3 +300%
BFPW
541
BOK Financial Private Wealth
Colorado
$202 +$180 +3 New
FGP
542
Freestone Grove Partners
California
$199 +$180 +3 New
DF
543
Dunhill Financial
United Kingdom
$162 -$658 -11 -85%
CWP
544
Clark Wealth Partners
Illinois
$135 -$1.56K -26 -93%
SVCP
545
Silicon Valley Capital Partners
California
$134 – – –
AF
546
Advisornet Financial
Minnesota
$133 – – –
ACA
547
American Capital Advisory
Idaho
$133 – – –
RCM
548
Raleigh Capital Management
North Carolina
$21 -$1.56K -26 Closed
AU
549
Algebris (UK)
United Kingdom
– -$13.8M -266,730 Closed
N
550
Natixis
France
– -$13.5M -259,259 Closed
20 21
22
23 24