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Kinsale Capital Group

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
301
Premier Fund Managers
United Kingdom
$542K -$75.4K -167 -14%
Brown Advisory
302
Brown Advisory
Maryland
$542K +$1.35K +3 +0.3%
SSWM
303
Sheets Smith Wealth Management
North Carolina
$541K
HBT
304
Hills Bank & Trust
Iowa
$536K
NG
305
Norden Group
Utah
$534K +$174K +386 +61%
CT
306
Chicago Trust
Illinois
$525K
GIA
307
Gladstone Institutional Advisory
Florida
$516K +$444K +984 New
GPA
308
Guerra Pan Advisors
New Jersey
$510K -$8.58K -19 -2%
AAS
309
Avantax Advisory Services
Texas
$505K +$2.26K +5 +0.5%
KeyBank National Association
310
KeyBank National Association
Ohio
$500K -$209K -462 -33%
SCM
311
Shelton Capital Management
Colorado
$497K
AWAU
312
Alliance Wealth Advisors (Utah)
Utah
$495K +$102K +226 +32%
PCS
313
Personal CFO Solutions
New Jersey
$490K -$23K -51 -5%
HCM
314
HMS Capital Management
Tennessee
$487K +$21.2K +47 +5%
BRWA
315
B. Riley Wealth Advisors
Florida
$485K -$1.35K -3 -0.3%
SFA
316
Sequoia Financial Advisors
Ohio
$483K +$416K +921 New
GCP
317
GSA Capital Partners
United Kingdom
$476K +$31.2K +69 +8%
VFA
318
Voya Financial Advisors
Connecticut
$476K +$404K +894 New
Mercer Global Advisors
319
Mercer Global Advisors
Colorado
$475K -$20.3K -45 -5%
NAS
320
Nicolet Advisory Services
Wisconsin
$475K +$144K +319 +43%
VIM
321
Vancity Investment Management
British Columbia, Canada
$472K +$407K +900 New
SGAM
322
Smith Group Asset Management
Texas
$466K
EI
323
Ethic Inc
New York
$463K +$398K +882 New
VFA
324
Valeo Financial Advisors
Indiana
$459K +$65.5K +145 +17%
PA
325
Profund Advisors
Maryland
$457K +$70K +155 +22%