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AXIS Capital
AXS

Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
401
Harvest Fund Management
China
$30K -$68.5K -667 -69%
ST
402
Smithfield Trust
Pennsylvania
$29K – – –
DWP
403
Destiny Wealth Partners
Florida
$27.4K +$27.7K +270 New
CFO
404
CVA Family Office
Colorado
$24.2K +$12.7K +124 +108%
AGWCA
405
Annis Gardner Whiting Capital Advisors
Florida
$22.9K – – –
AWM
406
Activest Wealth Management
Florida
$22.5K -$5.85K -57 -20%
BCWM
407
Bartlett & Co Wealth Management
Ohio
$22.4K -$25.5K -248 -52%
CT
408
Clearstead Trust
Maine
$22.4K – – –
HI
409
Harbour Investments
Wisconsin
$22.3K +$308 +3 +1%
PWPS
410
Pinnacle Wealth Planning Services
Ohio
$21.5K +$21.8K +212 New
UB
411
UMB Bank
Missouri
$19.5K +$616 +6 +3%
SAM
412
Smartleaf Asset Management
Massachusetts
$18.3K +$2.57K +25 +16%
HNB
413
Huntington National Bank
Ohio
$17.4K +$205 +2 +1%
BWA
414
Basecamp Wealth Advisors
Washington
$17.3K +$14.2K +138 +418%
WA
415
WPG Advisers
Maryland
$16.4K -$2.26K -22 -12%
LI
416
LRI Investments
Florida
$16.2K +$9.44K +92 +135%
EF
417
Entrust Financial
Pennsylvania
$15.2K – – –
BC
418
Bayforest Capital
United Kingdom
$12.2K -$39.9K -389 -76%
TFA
419
Transamerica Financial Advisors
Florida
$11.3K -$103 -1 -0.9%
JWA
420
JFS Wealth Advisors
Pennsylvania
$11.2K -$103 -1 -0.9%
PPC
421
Park Place Capital
Alabama
$10.9K -$411 -4 -4%
BIA
422
Bell Investment Advisors
California
$10K – – –
MCM
423
Manchester Capital Management
Vermont
$9.94K – – –
FFO
424
Fortitude Family Office
Arizona
$7.91K +$3.9K +38 +95%
TPCW
425
TD Private Client Wealth
New York
$7.81K – – –
15 16
17
18 19