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PLGO

Pelagos Insurance Capital

Name Holding Trade Value Shares
Change
Change in
Stake
CMBA
176
C.M. Bidwell & Associates
Hawaii
$852
PFBT
177
Parkside Financial Bank & Trust
Missouri
$731
GRP
178
Global Retirement Partners
California
$731 +$653 +30 New
CA
179
Clearstead Advisors
Ohio
$635 +$566 +26 New
PWPS
180
Pinnacle Wealth Planning Services
Ohio
$633 +$566 +26 New
SWM
181
SHP Wealth Management
Massachusetts
$584 +$522 +24 New
PNC Financial Services Group
182
PNC Financial Services Group
Pennsylvania
$511
FFO
183
Fortitude Family Office
Arizona
$487 +$435 +20 New
SHIM
184
Stone House Investment Management
Pennsylvania
$341 +$305 +14 New
CA
185
CoreCap Advisors
Michigan
$268 +$239 +11 New
RF
186
Rossby Financial
Florida
$268 +$239 +11 New
JWM
187
JPL Wealth Management
Colorado
$195 -$65 -3 -27%
CIAM
188
Caitong International Asset Management
Hong Kong
$170 +$152 +7 New
QL
189
Quarry LP
New York
$97 +$87 +4 New
HFS
190
Hughes Financial Services
Virginia
$49
Wellington Management Group
191
Wellington Management Group
Massachusetts
-$16.5M -865,771 Closed
BGM
192
Burkehill Global Management
New York
-$2.87M -150,000 Closed
Tudor Investment Corp
193
Tudor Investment Corp
Connecticut
-$1.61M -84,034 Closed
CMF
194
Counterpoint Mutual Funds
California
-$323K -16,885 Closed
Natixis Advisors
195
Natixis Advisors
Massachusetts
-$304K -15,912 Closed
PCM
196
Polymer Capital Management
New York
-$294K -15,387 Closed
ET
197
Entropy Technologies
New York
-$261K -13,672 Closed
HNB
198
Huntington National Bank
Ohio
-$221K -11,562 Closed
SPS
199
Susquehanna Portfolio Strategies
Pennsylvania
-$218K -11,413 Closed
DWP
200
Destiny Wealth Partners
Florida
-$16.7K -875 Closed