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Arch Capital

Name Holding Trade Value Shares
Change
Change in
Stake
VWA
601
Visionary Wealth Advisors
Illinois
$332K +$303K +3,589 New
GLA
602
Great Lakes Advisors
Illinois
$331K -$254 -3 -0.1%
CCWM
603
Cassaday & Co Wealth Management
Virginia
$330K
SGI
604
Summit Global Investments
Utah
$327K -$76.6K -906 -20%
CG
605
Cynosure Group
Utah
$326K +$298K +3,525 New
CMI
606
Clare Market Investments
Texas
$324K
DFCM
607
Dark Forest Capital Management
Puerto Rico
$320K +$293K +3,467 New
JC
608
JB Capital
Connecticut
$320K +$292K +3,458 New
TFS
609
Thoroughbred Financial Services
Tennessee
$319K -$755K -8,924 -72%
EWM
610
Evercore Wealth Management
New York
$319K
FCP
611
Fidelis Capital Partners
Florida
$319K +$23.2K +274 +9%
TCOO
612
Trust Company of Oklahoma
Oklahoma
$318K +$291K +3,444 New
PA
613
Parallel Advisors
California
$315K +$12.1K +143 +4%
HIS
614
Harvest Investment Services
Illinois
$314K -$745K -8,809 -72%
ACP
615
Arcus Capital Partners
Georgia
$305K +$279K +3,296 New
MFIM
616
Mesirow Financial Investment Management
Illinois
$304K -$12.8K -151 -4%
PWPS
617
Pinnacle Wealth Planning Services
Ohio
$300K +$7.61K +90 +3%
IAA
618
Independent Advisor Alliance
North Carolina
$299K +$8.46K +100 +3%
VA
619
Vident Advisory
Georgia
$295K +$270K +3,195 New
ACM
620
Advisors Capital Management
New Jersey
$294K +$269K +3,182 New
PWW
621
Pettyjohn Wood & White
Virginia
$293K
LWL
622
Leo Wealth LLC
Texas
$291K +$266K +3,151 New
BFS
623
Bradley Foster & Sargent
Connecticut
$290K -$423 -5 -0.2%
AT
624
Arlington Trust
Alabama
$289K
Bank Julius Baer & Co
625
Bank Julius Baer & Co
Switzerland
$285K -$1.35K -16 -0.5%