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Arch Capital
ACGL

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
501
Aigen Investment Management
New York
$662K +$723K +7,164 New
OCBCO
502
Oversea-Chinese Banking Corp (OCBC)
Singapore
$660K -$436K -4,317 -38%
DWM
503
Dynasty Wealth Management
Florida
$656K +$14.1K +140 +2%
ACA
504
Atlas Capital Advisors
Wyoming
$654K -$25.4K -252 -3%
AFCM
505
Applied Finance Capital Management
Puerto Rico
$652K – – –
LWAM
506
Legacy Wealth Asset Management
Minnesota
$642K -$6.66K -66 -0.9%
GLA
507
Great Lakes Advisors
Illinois
$640K +$310K +3,075 +80%
NRS
508
Neville Rodie & Shaw
New York
$640K – – –
IAA
509
Independent Advisor Alliance
North Carolina
$640K +$347K +3,442 +99%
AIA
510
AssuredPartners Investment Advisors
Florida
$635K +$694K +6,872 New
AAIS
511
ABN AMRO Investment Solutions
$621K +$90.3K +895 +15%
PAI
512
Pittenger & Anderson Inc
Nebraska
$621K +$245K +2,430 +57%
LIM
513
Leavell Investment Management
Alabama
$617K +$75.5K +748 +13%
RCA
514
Resonant Capital Advisors
Wisconsin
$606K +$8.98K +89 +1%
FA
515
FDx Advisors
Illinois
$602K +$4.64K +46 +0.7%
DWM
516
Dakota Wealth Management
Florida
$596K -$14.9K -148 -2%
BHIA
517
Birch Hill Investment Advisors
Massachusetts
$596K -$10.1K -100 -2%
DA
518
Denali Advisors
California
$584K -$182K -1,806 -22%
SFM
519
Systematic Financial Management
New Jersey
$582K – – –
MCM
520
Monument Capital Management
Virginia
$582K – – –
CP
521
Castleview Partners
Texas
$577K -$252K -2,499 -28%
JG
522
Jain Global
New York
$564K +$616K +6,107 New
CGA
523
Channing Global Advisors
Florida
$561K +$614K +6,078 New
AAM
524
Aureus Asset Management
Massachusetts
$559K -$2.12K -21 -0.3%
EWS
525
Eagle Wealth Strategies
New Jersey
$554K – – –
19 20
21
22 23