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BWIN

Baldwin Insurance Group
BWIN

Name Holding Trade Value Shares
Change 		Change in
Stake
SGFG
201
Silver Grove Financial Group
New York
$8.29K +$6.75K +312 New
EP
202
Essential Partners
California
$7.92K -$3.72K -172 -37%
JSAM
203
J. Safra Asset Management
New York
$6.72K +$3.37K +156 +161%
SHIM
204
Stone House Investment Management
Pennsylvania
$5.18K +$4.22K +195 New
FFO
205
Fortitude Family Office
Arizona
$4.57K +$3.72K +172 New
BFS
206
Bare Financial Services
Pennsylvania
$4.49K -$476 -22 -12%
HNB
207
Huntington National Bank
Ohio
$3.93K – – –
WTC
208
WhitTier Trust Company
Nevada
$3.25K – – –
FAM
209
Fulcrum Asset Management
United Kingdom
$2.63K +$2.16K +100 New
KFAS
210
Keating Financial Advisory Services
Kansas
$2.37K -$43 -2 -2%
CA
211
Clearstead Advisors
Ohio
$2.07K +$1.69K +78 New
GRP
212
Global Retirement Partners
California
$1.7K +$1.38K +64 New
CIA
213
Cape Investment Advisory
Georgia
$1.59K +$1.3K +60 New
IPS
214
Investors Portfolio Services
Washington
$1.54K – – –
C
215
Covestor
United Kingdom
$1K +$541 +25 +417%
KG
216
Kilter Group
New York
$851 – – –
CA
217
CoreCap Advisors
Michigan
$824 +$151 +7 +29%
SIC
218
SJS Investment Consulting
Ohio
$745 +$605 +28 New
PPC
219
Park Place Capital
Alabama
$718 – – –
SAM
220
Smartleaf Asset Management
Massachusetts
$709 – – –
TM
221
Torren Management
California
$558 – – –
BWL
222
Bogart Wealth LLC
Virginia
$532 +$432 +20 New
BGAI
223
Bruce G. Allen Investments
Colorado
$505 – – –
PWPS
224
Pinnacle Wealth Planning Services
Ohio
$425 – – –
SS
225
SBI Securities
Japan
$106 +$22 +1 +33%
7 8
9
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