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BWIN

Baldwin Insurance Group

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
126
Lido Advisors
California
$498K
Creative Planning
127
Creative Planning
Kansas
$497K +$103K +2,377 +31%
P
128
Pitcairn
Pennsylvania
$491K -$72K -1,656 -14%
HSBC Holdings
129
HSBC Holdings
United Kingdom
$475K +$41K +943 +11%
EC
130
EntryPoint Capital
New York
$471K +$360K +8,270 +697%
AQR Capital Management
131
AQR Capital Management
Connecticut
$459K +$400K +9,208 New
AI
132
Atria Investments
North Carolina
$454K -$19.2K -441 -5%
CB
133
Commerce Bank
Missouri
$444K -$12.6K -290 -3%
Pictet Asset Management
134
Pictet Asset Management
Switzerland
$427K +$35.2K +810 +10%
Public Employees Retirement Association of Colorado
135
Public Employees Retirement Association of Colorado
Colorado
$420K
Victory Capital Management
136
Victory Capital Management
Texas
$417K -$3K -69 -0.8%
SDWMA
137
Schneider Downs Wealth Management Advisors
Pennsylvania
$408K +$357K +8,200 New
Envestnet Portfolio Solutions
138
Envestnet Portfolio Solutions
Illinois
$386K +$7.26K +167 +2%
VCA
139
Verdence Capital Advisors
Maryland
$375K +$17.4K +401 +6%
SSA
140
Schonfeld Strategic Advisors
New York
$374K +$326K +7,500 New
AGWCA
141
Annis Gardner Whiting Capital Advisors
Florida
$349K -$10.8M -249,130 -97%
Janney Montgomery Scott
142
Janney Montgomery Scott
Pennsylvania
$345K +$565 +13 +0.2%
US Bancorp
143
US Bancorp
Minnesota
$342K +$6.65K +153 +2%
AIP
144
Ameritas Investment Partners
Nebraska
$332K +$9.52K +219 +3%
ASN
145
Advisory Services Network
Georgia
$330K
TD Asset Management
146
TD Asset Management
Ontario, Canada
$321K +$278K +6,400 New
HWA
147
HHM Wealth Advisors
Tennessee
$312K
William Blair & Company
148
William Blair & Company
Illinois
$305K +$267K +6,133 New
Prudential Financial
149
Prudential Financial
New Jersey
$300K +$1.52K +35 +0.6%
WS
150
Wedbush Securities
California
$275K -$129K -2,975 -35%