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Name Holding Trade Value Shares
Change 		Change in
Stake
BPA
176
Beacon Pointe Advisors
California
$531K -$30.4K -184 -5%
PFS
177
Physicians Financial Services
North Carolina
$529K – – –
1WA
178
180 Wealth Advisors
Washington
$527K +$7.11K +43 +1%
RC
179
RegentAtlantic Capital
New Jersey
$519K -$71.7K -434 -11%
SRC
180
Sage Rhino Capital
California
$513K -$12.7K -77 -2%
BP
181
Ballentine Partners
Massachusetts
$512K +$320K +1,936 +140%
ECM
182
ExodusPoint Capital Management
New York
$512K +$549K +3,323 New
SPP
183
Single Point Partners
Massachusetts
$500K +$537K +3,246 New
CFM
184
Capricorn Fund Managers
United Kingdom
$490K -$7.12M -43,100 -93%
SBH
185
Segall Bryant & Hamill
Illinois
$487K – – –
CG
186
Caprock Group
Idaho
$483K +$124K +753 +32%
BHC
187
Bowen Hanes & Co
Florida
$478K -$422K -2,550 -45%
SIGI
188
Susquehanna International Group (Ireland)
Ireland
$471K +$505K +3,053 New
HCM
189
Hodges Capital Management
Texas
$466K -$319K -1,927 -39%
PWPS
190
Pinnacle Wealth Planning Services
Ohio
$464K +$158K +953 +46%
SW
191
SVB Wealth
Massachusetts
$461K -$132K -798 -21%
TFCP
192
Twin Focus Capital Partners
Massachusetts
$453K -$1.16K -7 -0.2%
PA
193
Parallel Advisors
California
$452K +$106K +639 +28%
CAM
194
CenterStar Asset Management
Illinois
$437K – – –
CWP
195
Curated Wealth Partners
California
$436K +$14.1K +85 +3%
HSA
196
HBK Sorce Advisory
Pennsylvania
$427K -$25.6K -155 -5%
ACA
197
Atlas Capital Advisors
Wyoming
$426K -$163K -986 -26%
CC
198
Commons Capital
Massachusetts
$424K +$5.13K +31 +1%
MBT
199
Montecito Bank & Trust
California
$414K – – –
FC
200
FORA Capital
Florida
$395K +$424K +2,564 New
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