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Baldwin Insurance Group

Name Holding Trade Value Shares
Change
Change in
Stake
WTB
101
Washington Trust Bank
Washington
$963K – – –
CIBC World Market
102
CIBC World Market
Ontario, Canada
$957K +$778K +36,000 New
SG Americas Securities
103
SG Americas Securities
New York
$923K +$418K +19,337 +126%
QPWM
104
Quadrant Private Wealth Management
Pennsylvania
$922K -$606K -28,015 -45%
Natixis
105
Natixis
France
$904K – – –
Zurich Cantonal Bank
106
Zurich Cantonal Bank
Switzerland
$870K – – –
Jain Global
107
Jain Global
New York
$860K +$700K +32,371 New
Cambridge Investment Research Advisors
108
Cambridge Investment Research Advisors
Iowa
$819K -$7.78K -360 -1%
Vanguard Global Advisers
109
Vanguard Global Advisers
Pennsylvania
$798K -$43K -1,990 -6%
Aptus Capital Advisors
110
Aptus Capital Advisors
Alabama
$788K +$411 +19 +0.1%
SFG
111
Sunburst Financial Group
Alabama
$778K – – –
Police & Firemen's Retirement System of New Jersey
112
Police & Firemen's Retirement System of New Jersey
New Jersey
$769K +$66.3K +3,068 +12%
Weiss Asset Management
113
Weiss Asset Management
Massachusetts
$736K +$598K +27,680 New
HCA
114
Harbor Capital Advisors
Illinois
$726K -$46K -2,126 -7%
RDWM
115
Red Door Wealth Management
Tennessee
$718K – – –
E
116
EntreWealth
Texas
$711K -$270K -12,469 -33%
Diversified Trust
117
Diversified Trust
Tennessee
$711K -$146K -6,749 -20%
Americana Partners
118
Americana Partners
Texas
$642K – – –
Allstate Corporation
119
Allstate Corporation
Illinois
$638K +$519K +23,998 New
AssetMark Inc
120
AssetMark Inc
California
$606K -$75.2K -3,477 -13%
Empower Advisory Group
121
Empower Advisory Group
Colorado
$606K – – –
LPL Financial
122
LPL Financial
California
$603K -$556K -25,703 -53%
Handelsbanken Fonder
123
Handelsbanken Fonder
Sweden
$577K – – –
Arizona State Retirement System
124
Arizona State Retirement System
Arizona
$568K +$36.3K +1,678 +9%
Mariner
125
Mariner
Kansas
$567K -$453K -20,962 -50%