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Baldwin Insurance Group

Name Holding Trade Value Shares
Change
Change in
Stake
EverSource Wealth Advisors
201
EverSource Wealth Advisors
Alabama
$930 +$560 +12 +100%
Amundi
202
Amundi
France
$729 +$933 +20 New
Smartleaf Asset Management
203
Smartleaf Asset Management
Massachusetts
$690 +$840 +18 New
BGAI
204
Bruce G. Allen Investments
Colorado
$620 +$140 +3 +23%
RAM
205
Riggs Asset Management
Pennsylvania
$538 – – –
CoreCap Advisors
206
CoreCap Advisors
Michigan
$426 +$513 +11 New
Huntington National Bank
207
Huntington National Bank
Ohio
$39 – – –
Driehaus Capital Management
208
Driehaus Capital Management
Illinois
– -$56.5M -1,134,710 Closed
Lord, Abbett & Co
209
Lord, Abbett & Co
New Jersey
– -$29.4M -591,317 Closed
EI
210
EAM Investors
California
– -$4.17M -83,763 Closed
Jane Street
211
Jane Street
New York
– -$2.15M -46,053 Closed
Penserra Capital Management
212
Penserra Capital Management
California
– -$1.97M -39,491 Closed
Connor, Clark & Lunn Investment Management (CC&L)
213
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$1.09M -21,871 Closed
PAG
214
Private Advisory Group
Washington
– -$949K -19,050 Closed
Oppenheimer & Co
215
Oppenheimer & Co
New York
– -$867K -17,419 Closed
SFM
216
Systematic Financial Management
New Jersey
– -$675K -13,559 Closed
HSBC Holdings
217
HSBC Holdings
United Kingdom
– -$475K -9,491 Closed
EC
218
EntryPoint Capital
New York
– -$471K -9,457 Closed
Atria Investments
219
Atria Investments
North Carolina
– -$454K -9,108 Closed
William Blair & Company
220
William Blair & Company
Illinois
– -$305K -6,133 Closed
Wedbush Securities
221
Wedbush Securities
California
– -$275K -5,531 Closed
Caxton Associates (New York)
222
Caxton Associates (New York)
New York
– -$270K -5,429 Closed
Peapack-Gladstone Financial Corp
223
Peapack-Gladstone Financial Corp
New Jersey
– -$263K -5,289 Closed
MNBTD
224
Moody National Bank Trust Division
Texas
– -$251K -5,040 Closed
BSG
225
Black Swift Group
Colorado
– -$249K -5,000 Closed