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Biohaven
BHVN

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
226
Principal Securities
Iowa
$1.43K +$1.8K +101 New
SO
227
Sierra Ocean
California
$1.41K -$909 -51 -34%
GIA
228
GHP Investment Advisors
Colorado
$1.41K – – –
PWA
229
Provenance Wealth Advisors
Florida
$1.41K – – –
CIAM
230
Caitong International Asset Management
Hong Kong
$1.4K -$225K -12,646 -99%
GI
231
GAMMA Investing
California
$1.13K -$4.92K -276 -78%
EWA
232
EverSource Wealth Advisors
Alabama
$1.09K -$285 -16 -17%
SWP
233
Strategic Wealth Partners
Ohio
$1.06K +$1.34K +75 New
OP
234
ORG Partners
Indiana
$600 – – –
BIA
235
Bell Investment Advisors
California
$579 +$624 +35 +583%
CIA
236
Cape Investment Advisory
Georgia
$536 +$677 +38 New
BLC
237
Brown, Lisle/Cummings
Rhode Island
$522 – – –
PFBT
238
Parkside Financial Bank & Trust
Missouri
$508 -$160 -9 -20%
BTI
239
Blue Trust Inc
Georgia
$437 +$89 +5 +19%
PPC
240
Park Place Capital
Alabama
$405 – – –
PWMG
241
Private Wealth Management Group
New Jersey
$269 – – –
TFM
242
TFC Financial Management
Massachusetts
$254 +$321 +18 New
MPWT
243
MassMutual Private Wealth & Trust
Connecticut
$169 -$731 -41 -77%
CAIM
244
Catherine Avery Investment Management
Florida
$169 – – –
VCM
245
Versant Capital Management
Arizona
$155 -$2.23K -125 -92%
WSFS
246
Wilmington Savings Fund Society
Delaware
$127 -$285 -16 -64%
HIA
247
Harbor Investment Advisory
Maryland
$71 – – –
SC
248
SouthState Corp
Florida
$43 – – –
BCMLT
249
Beacon Capital Management LLC (Tennessee)
Tennessee
$14 – – –
FCM
250
Farallon Capital Management
California
– -$116M -4,813,167 Closed
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