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BWIN

Baldwin Insurance Group

Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
151
Truist Financial
North Carolina
$267K -$17.6K -434 -6%
US Bancorp
152
US Bancorp
Minnesota
$259K -$52K -1,282 -17%
CTC
153
Cetera Trust Company
Minnesota
$258K +$22.5K +555 +10%
ZIC
154
ZWJ Investment Counsel
Georgia
$247K +$234K +5,779 New
HFO
155
Heritage Family Offices
Arizona
$246K
MNBTD
156
Moody National Bank Trust Division
Texas
$243K +$7.83K +193 +4%
Envestnet Portfolio Solutions
157
Envestnet Portfolio Solutions
Illinois
$233K -$12.5K -307 -5%
X
158
Xponance
Pennsylvania
$233K +$16.8K +414 +8%
MML Investors Services
159
MML Investors Services
Massachusetts
$230K +$218K +5,368 New
PAS
160
Park Avenue Securities
New York
$227K +$215K +5,302 New
BMWM
161
Brown Miller Wealth Management
Virginia
$224K -$2.23K -55 -1%
Bank of Montreal
162
Bank of Montreal
Ontario, Canada
$223K +$211K +5,202 New
JFG
163
Jefferies Financial Group
New York
$222K +$210K +5,187 New
FHA
164
Flagship Harbor Advisors
Massachusetts
$221K
Principal Financial Group
165
Principal Financial Group
Iowa
$214K -$2.33M -57,405 -92%
CWP
166
Cyndeo Wealth Partners
Florida
$214K +$203K +4,998 New
Cetera Investment Advisers
167
Cetera Investment Advisers
Illinois
$212K +$201K +4,951 New
CWAF
168
Core Wealth Advisors (Florida)
Florida
$210K +$16.4K +405 +9%
WA
169
Waverly Advisors
Alabama
$204K +$243 +6 +0.1%
IA
170
IFP Advisors
Florida
$128K +$111K +2,748 +3,664%
TFA
171
Toth Financial Advisory
Virginia
$116K -$593K -14,620 -84%
SO
172
STRS Ohio
Ohio
$107K +$36.5K +900 +56%
Osaic Holdings
173
Osaic Holdings
Arizona
$104K +$2.64K +65 +3%
AB
174
Amalgamated Bank
New York
$99K
KBC Group
175
KBC Group
Belgium
$90K -$63.5K -1,564 -43%