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Arch Capital
ACGL

Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
576
Precision Wealth Strategies
Missouri
$383K +$369K +3,797 New
GJCM
577
Grand Jean Capital Management
California
$378K – – –
AA
578
AlphaCentric Advisors
Puerto Rico
$374K +$69.5K +715 +24%
CAI
579
Capital Advisors Inc
Oklahoma
$373K -$233K -2,400 -39%
DAM
580
Diamant Asset Management
Connecticut
$371K – – –
ALAM
581
Asahi Life Asset Management
Japan
$370K -$51.1K -525 -13%
GLA
582
Great Lakes Advisors
Illinois
$366K +$4.76K +49 +1%
CGA
583
Crescent Grove Advisors
Illinois
$362K -$393K -4,044 -53%
CCWM
584
Cassaday & Co Wealth Management
Virginia
$361K +$875 +9 +0.3%
FFG
585
Fiduciary Financial Group
California
$357K +$357K +3,676 New
PWW
586
Pettyjohn Wood & White
Virginia
$357K +$35.2K +362 +11%
DFCM
587
Dark Forest Capital Management
Puerto Rico
$357K +$6.51K +67 +2%
AAM
588
Auxier Asset Management
Oregon
$353K -$156K -1,600 -31%
CMI
589
Clare Market Investments
Texas
$353K – – –
EWM
590
Evercore Wealth Management
New York
$348K – – –
TCOO
591
Trust Company of Oklahoma
Oklahoma
$347K – – –
IAA
592
Independent Advisor Alliance
North Carolina
$347K +$20.5K +211 +7%
PWPS
593
Pinnacle Wealth Planning Services
Ohio
$346K +$17.6K +181 +6%
FCP
594
Fidelis Capital Partners
Florida
$344K +$10.3K +106 +3%
PAI
595
Pittenger & Anderson Inc
Nebraska
$343K +$95.3K +980 +40%
BF
596
BOK Financial
Oklahoma
$329K +$263K +2,705 +487%
PA
597
Parallel Advisors
California
$328K -$15.8K -163 -5%
BTI
598
Blue Trust Inc
Georgia
$328K +$310K +3,190 +901%
ACM
599
Advisors Capital Management
New Jersey
$325K +$3.99K +41 +1%
GCM
600
Gallacher Capital Management
Colorado
$325K +$82.8K +851 +36%
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