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Arch Capital
ACGL

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
701
Opal Wealth Advisors
New York
$97.7K +$93.8K +1,016 New
SIM
702
Sentry Investment Management
Wisconsin
$91K -$29.4K -319 -23%
MPWT
703
MassMutual Private Wealth & Trust
Connecticut
$87.6K -$12.2K -132 -13%
UB
704
UMB Bank
Missouri
$84.5K +$3.51K +38 +5%
LSA
705
Leonteq Securities AG
Switzerland
$82.5K +$4.89K +53 +6%
SW
706
SVB Wealth
Massachusetts
$80.8K +$77.5K +840 New
YDMI
707
Y.D. More Investments
Israel
$78.4K +$32.1K +348 +75%
CWM
708
Compass Wealth Management
Connecticut
$77.2K – – –
LFG
709
Larson Financial Group
Missouri
$72.5K -$14.4K -156 -17%
ST
710
Smithfield Trust
Pennsylvania
$70K -$34.7K -376 -34%
CFO
711
CVA Family Office
Colorado
$65.8K +$369 +4 +0.6%
RS
712
Rakuten Securities
Japan
$65.5K +$9.14K +99 +17%
GWM
713
Geneos Wealth Management
Colorado
$64.7K +$38K +412 +158%
PFBT
714
Parkside Financial Bank & Trust
Missouri
$62.7K -$3.51K -38 -6%
QL
715
Quarry LP
New York
$61.7K +$1.48K +16 +3%
ITIM
716
Indiana Trust & Investment Management
Indiana
$61.7K – – –
PB
717
Pinnacle Bancorp
Nebraska
$59.4K +$57K +618 New
EWA
718
EverSource Wealth Advisors
Alabama
$57.6K +$22.9K +248 +71%
CA
719
Continuum Advisory
Idaho
$53.1K -$3.56M -38,540 -99%
HWM
720
Hemington Wealth Management
Virginia
$52K +$11K +119 +28%
TFIPS
721
Towarzystwo Funduszy Inwestycyjnych PZU SA
$51K +$24.9K +270 +104%
CH
722
Cromwell Holdings
Wyoming
$48.3K +$1.66K +18 +4%
SWM
723
Spire Wealth Management
Virginia
$45.8K -$158K -1,716 -78%
LI
724
LRI Investments
Florida
$42.1K +$2.4K +26 +6%
ADL
725
Asset Dedication LLC
California
$41.8K – – –
27 28
29
30 31