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Baldwin Insurance Group

Name Holding Trade Value Shares
Change
Change in
Stake
HFO
226
Heritage Family Offices
Arizona
– -$242K -4,850 Closed
Waverly Advisors
227
Waverly Advisors
Alabama
– -$237K -4,757 Closed
CPSAC
228
Chas P. Smith & Associates (CPS)
Florida
– -$226K -4,548 Closed
CWAF
229
Core Wealth Advisors (Florida)
Florida
– -$225K -4,509 Closed
ZWJ Investment Counsel
230
ZWJ Investment Counsel
Georgia
– -$222K -4,464 Closed
CWP
231
Cyndeo Wealth Partners
Florida
– -$220K -4,414 Closed
Xponance
232
Xponance
Pennsylvania
– -$217K -4,365 Closed
Mackenzie Financial
233
Mackenzie Financial
Ontario, Canada
– -$215K -4,311 Closed
HighTower Advisors
234
HighTower Advisors
Illinois
– -$202K -4,007 Closed
O'Shaughnessy Asset Management
235
O'Shaughnessy Asset Management
Connecticut
– -$206K -3,940 Closed
Acadian Asset Management
236
Acadian Asset Management
Massachusetts
– -$130K -2,624 Closed
JIP
237
Jaffetilchin Investment Partners
Florida
– -$29.9K -600 Closed
Blue Trust Inc
238
Blue Trust Inc
Georgia
– -$10K -283 Closed
ACM
239
Accent Capital Management
Ohio
– -$4.98K -100 Closed
ACM
240
Aster Capital Management
United Arab Emirates
– -$4.43K -89 Closed
FFC
241
First Financial Corp
Indiana
– -$3.73K -75 Closed
A
242
AlphaQuest
New York
– -$1.25K -25 Closed
CPA
243
Capital Performance Advisors
California
– -$996 -20 Closed
GM
244
GeoWealth Management
Illinois
– -$299 -6 Closed
C
245
Covestor
United Kingdom
– +$47 +1 +33%