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Baldwin Insurance Group

Name Holding Trade Value Shares
Change
Change in
Stake
WPA
151
Wealth Preservation Advisors
Tennessee
$46.4K +$49.2K +1,931 New
DCM
152
Dorato Capital Management
Colorado
$35.4K +$33.9K +1,333 New
Jones Financial Companies
153
Jones Financial Companies
Missouri
$31.2K – – –
Larson Financial Group
154
Larson Financial Group
Missouri
$29.1K +$26.8K +1,053 +666%
EWP
155
Elevation Wealth Partners
California
$28K – – –
BNP Paribas Asset Management
156
BNP Paribas Asset Management
France
$28K +$9.17K +360 +45%
A
157
AlphaQuest
New York
$24.6K -$23.7K -930 -48%
SignatureFD
158
SignatureFD
Georgia
$23.5K +$12.6K +496 +103%
FHC
159
First Horizon Corporation
Tennessee
$23K +$10.9K +427 +80%
Kestra Advisory Services
160
Kestra Advisory Services
Texas
$21.2K +$22.5K +883 New
GAMMA Investing
161
GAMMA Investing
California
$19.5K +$14.8K +583 +256%
VCM
162
Versant Capital Management
Arizona
$18.8K +$19.6K +770 +5,923%
Osaic Holdings
163
Osaic Holdings
Arizona
$18.6K -$30.7K -1,207 -61%
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$18K +$12K +471 +176%
MIM
165
MTM Investment Management
South Carolina
$16.8K – – –
Nisa Investment Advisors
166
Nisa Investment Advisors
Missouri
$15.4K -$509 -20 -3%
TM
167
Torren Management
California
$13.5K +$14.3K +561 New
Northwestern Mutual Wealth Management
168
Northwestern Mutual Wealth Management
Wisconsin
$12K – – –
Sterling Capital Management
169
Sterling Capital Management
North Carolina
$11.2K +$7.56K +297 +175%
PTC
170
Private Trust Company
Ohio
$10.3K +$1.6K +63 +17%
Farther Finance Advisors
171
Farther Finance Advisors
California
$9.49K +$8.38K +329 +498%
AP
172
Atwood & Palmer
Missouri
$9.42K – – –
EverSource Wealth Advisors
173
EverSource Wealth Advisors
Alabama
$9.08K +$8.56K +336 +800%
UMB Bank
174
UMB Bank
Missouri
$8.89K – – –
Allworth Financial
175
Allworth Financial
California
$7.52K +$5.2K +204 +187%