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Arch Capital

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
426
Avior Wealth Management
Nebraska
$581K -$213K -2,950 -28%
BTWM
427
Baker Tilly Wealth Management
Wisconsin
$580K +$5.79K +80 +1%
CGA
428
Crescent Grove Advisors
Illinois
$571K
HFS
429
Hantz Financial Services
Michigan
$569K -$20.8K -288 -4%
ACA
430
Atlas Capital Advisors
Wyoming
$567K
JCM
431
Janney Capital Management
Pennsylvania
$565K -$2.6K -36 -0.5%
GHAM
432
Gilman Hill Asset Management
Connecticut
$561K
STA
433
Summit Trail Advisors
New York
$556K +$537K +7,423 New
PAG
434
Private Advisor Group
New Jersey
$551K +$272K +3,763 +108%
CC
435
Corton Capital
Ontario, Canada
$540K +$194K +2,678 +59%
WANY
436
Wealthspire Advisors (New York)
New York
$533K -$795 -11 -0.2%
NRS
437
Neville Rodie & Shaw
New York
$519K
Vontobel Holding
438
Vontobel Holding
Switzerland
$518K -$48.3K -668 -9%
SS
439
Sunbelt Securities
Texas
$507K +$328K +4,533 +202%
NA
440
NewEdge Advisors
Louisiana
$507K +$99.2K +1,372 +25%
IWC
441
Integrated Wealth Concepts
Massachusetts
$503K +$216K +2,983 +80%
DA
442
Denali Advisors
California
$502K +$456K +6,300 +1,533%
BHIA
443
Birch Hill Investment Advisors
Massachusetts
$498K -$134K -1,850 -22%
SWS
444
SYSTM Wealth Solutions
Illinois
$490K +$14.8K +204 +3%
DWM
445
Dakota Wealth Management
Florida
$489K -$3.04K -42 -0.6%
CFAM
446
Coury Firm Asset Management
Pennsylvania
$488K -$5.42K -75 -1%
VAS
447
Vestmark Advisory Solutions
Massachusetts
$487K -$94.2K -1,303 -17%
CA
448
Cetera Advisors
Colorado
$475K +$70.1K +969 +18%
RCA
449
Resonant Capital Advisors
Wisconsin
$473K -$39.4K -545 -8%
SFM
450
Systematic Financial Management
New Jersey
$472K