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Arch Capital

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
401
Carson Wealth (CWM LLC)
Nebraska
$34K +$32.2K +758 New
Bessemer Group
402
Bessemer Group
New Jersey
$28K
FA
403
Fortis Advisors
Pennsylvania
$28K
WTA
404
Washington Trust Advisors
Massachusetts
$28K +$26.7K +630 New
CFO
405
CVA Family Office
Colorado
$26K +$24.6K +580 New
RIM
406
Rockbridge Investment Management
New York
$24K
AF
407
Allworth Financial
California
$23K +$8.57K +202 +65%
HNB
408
Huntington National Bank
Ohio
$22K
HIIFS
409
Harel Insurance Investments & Financial Services
Israel
$22K +$21.2K +500 New
CA
410
Clearstead Advisors
Ohio
$21K
SPIA
411
Steward Partners Investment Advisory
New York
$21K
BIA
412
Bell Investment Advisors
California
$18K
NFG
413
Next Financial Group
Texas
$17K +$1.44K +34 +10%
IA
414
IFP Advisors
Florida
$17K +$2.29K +54 +16%
LB
415
Legacy Bridge
Iowa
$14K
SIC
416
SJS Investment Consulting
Ohio
$14K +$13.3K +313 New
UB
417
UMB Bank
Missouri
$14K +$13.7K +324 New
CFN
418
Cordasco Financial Network
Florida
$13K -$40.3K -950 -77%
VCM
419
Versant Capital Management
Arizona
$13K
WT
420
Whittier Trust
California
$12K
CWP
421
Concord Wealth Partners
Virginia
$11K
TWP
422
TFO Wealth Partners
Ohio
$11K +$10.7K +252 New
DFCM
423
Dark Forest Capital Management
Puerto Rico
$10K -$18.2K -429 -66%
HWM
424
HighMark Wealth Management
Minnesota
$10K
BBHC
425
Brown Brothers Harriman & Co
New York
$9K