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White Mountains Insurance
WTM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Bartlett & Co Wealth Management
326
Bartlett & Co Wealth Management
Ohio
USD 16.6 k – – –
Private Wealth Asset Management
327
Private Wealth Asset Management
Iowa
USD 14.5 k – – –
JFS Wealth Advisors
328
JFS Wealth Advisors
Pennsylvania
USD 12.4 k – – –
Central Trust Company
329
Central Trust Company
Missouri
USD 12.4 k +USD 12.8 k +6 Nuevas
1620 Investment Advisors
330
1620 Investment Advisors
Massachusetts
USD 12.4 k – – –
APFP
331
Action Point Financial Planning
Michigan
USD 12.4 k +USD 12.8 k +6 Nuevas
Mather Group
332
Mather Group
Illinois
USD 10.4 k – – –
Clearstead Advisors
333
Clearstead Advisors
Ohio
USD 10.4 k +USD 2.14 k +1 +25%
Pinnacle Wealth Planning Services
334
Pinnacle Wealth Planning Services
Ohio
USD 8.29 k -USD 4.28 k -2 -33%
AssetMark Inc
335
AssetMark Inc
California
USD 8.29 k +USD 4.28 k +2 +100%
MV Capital Management
336
MV Capital Management
Maryland
USD 6.22 k -USD 2.14 k -1 -25%
Rothschild Investment LLC
337
Rothschild Investment LLC
Illinois
USD 6.22 k -USD 10.7 k -5 -63%
SouthState Corp
338
SouthState Corp
Florida
USD 6.22 k – – –
SEP
339
Signature Equity Partners
Ohio
USD 6.22 k +USD 6.42 k +3 Nuevas
Trust Company of Vermont
340
Trust Company of Vermont
Vermont
USD 6.22 k +USD 6.42 k +3 Nuevas
EverSource Wealth Advisors
341
EverSource Wealth Advisors
Alabama
USD 6.22 k -USD 17.1 k -8 -73%
TD Capital Management
342
TD Capital Management
Tennessee
USD 4.15 k – – –
Marquette Asset Management
343
Marquette Asset Management
Minnesota
USD 4.15 k -USD 2.14 k -1 -33%
PWMG
344
Private Wealth Management Group
New Jersey
USD 4.15 k – – –
Hughes Financial Services
345
Hughes Financial Services
Virginia
USD 4.15 k +USD 4.28 k +2 Nuevas
Sachetta
346
Sachetta
Massachusetts
USD 4.15 k +USD 4.28 k +2 Nuevas
True Wealth Design
347
True Wealth Design
Ohio
USD 2.07 k -USD 2.14 k -1 -50%
Elevation Wealth Partners
348
Elevation Wealth Partners
California
USD 2.07 k – – –
Kilter Group
349
Kilter Group
New York
USD 2.07 k – – –
Whipplewood Advisors
350
Whipplewood Advisors
Colorado
USD 2.07 k -USD 4.28 k -2 -67%
12 13
14
15 16