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Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
626
Wealthspire Advisors (New York)
New York
$130M -$20.2M -77,757 -13%
HWA
627
HCR Wealth Advisors
California
$130M -$5.99M -23,033 -4%
FCH
628
Freestone Capital Holdings
Washington
$129M -$2.19M -8,398 -2%
CAM
629
Cacti Asset Management
Georgia
$128M – – –
PHM
630
Prospect Hill Management
New Jersey
$128M -$130K -500 -0.1%
MCM
631
Mill Capital Management
North Carolina
$128M -$643K -2,470 -0.5%
QCG
632
Quadrant Capital Group
Ohio
$128M +$4.5M +17,276 +4%
ZCI
633
Zevenbergen Capital Investments
Washington
$127M -$26.5K -102 -0%
EF
634
Empirical Finance
Pennsylvania
$127M -$222K -854 -0.2%
SFM
635
Soros Fund Management
New York
$127M +$21.9M +84,295 +20%
BHC
636
Bowen Hanes & Co
Florida
$126M -$280K -1,077 -0.2%
GI
637
Gradient Investments
Minnesota
$125M -$3.49M -13,412 -3%
IFG
638
Independent Financial Group
California
$125M -$1.39M -5,344 -1%
OCA
639
OpenArc Corporate Advisory
Georgia
$124M +$35.6M +136,932 +39%
CPCPP
640
Canada Post Corporation Pension Plan
Canada
$124M -$1.91M -7,339 -1%
LFAS
641
Level Four Advisory Services
Texas
$123M -$3.26M -12,537 -3%
RSWM
642
Robertson Stephens Wealth Management
California
$123M -$6.3M -24,209 -5%
IA
643
IFP Advisors
Florida
$123M +$13.7M +52,487 +12%
CCM
644
Chilton Capital Management
Texas
$123M +$5.88M +22,580 +5%
CIA
645
Capital Investment Advisors
Georgia
$122M +$1.57M +6,032 +1%
CA
646
CSM Advisors
Pennsylvania
$122M +$88.2M +338,899 +237%
LWCA
647
Locust Wood Capital Advisers
New York
$122M -$15.1M -58,212 -11%
KFAS
648
Keating Financial Advisory Services
Kansas
$121M -$5.57M -21,397 -4%
CSP
649
Cary Street Partners
Virginia
$120M +$1.32M +5,083 +1%
SS
650
SBI Securities
Japan
$119M -$696K -2,676 -0.6%
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