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RenaissanceRe

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
276
Baldwin Wealth Partners
Massachusetts
$25K – – –
FMT
277
First Mercantile Trust
Tennessee
$25K +$27.1K +210 New
IWP
278
Icon Wealth Partners
Texas
$24K +$26.1K +202 New
RCAG
279
Rehmann Capital Advisory Group
Michigan
$23.1K +$9.3K +72 +60%
SIAS
280
Shine Investment Advisory Services
Colorado
$23K – – –
PCP
281
Proficio Capital Partners
Massachusetts
$22K +$4.01K +31 +21%
VCM
282
Versant Capital Management
Arizona
$20K -$517 -4 -2%
GAM
283
Gemmer Asset Management
California
$17K – – –
FRA
284
Front Row Advisors
California
$16K – – –
ZB
285
Zions Bancorporation
Utah
$15K -$5.56K -43 -25%
SBL
286
Sargent Bickham Lagudis
Colorado
$15K – – –
RFA
287
Reilly Financial Advisors
California
$10K – – –
CAPTRUST Financial Advisors
288
CAPTRUST Financial Advisors
North Carolina
$9K -$24.7K -191 -73%
JA
289
JOYN Advisors
Georgia
$9K +$8.53K +66 +825%
LWA
290
Lenox Wealth Advisors
New York
$6K -$2.07K -16 -24%
First Manhattan
291
First Manhattan
New York
$6K – – –
PCG
292
Private Capital Group
Connecticut
$6K – – –
TWA
293
TCI Wealth Advisors
Arizona
$6K – – –
Northwestern Mutual Wealth Management
294
Northwestern Mutual Wealth Management
Wisconsin
$6K +$5.56K +43 +538%
WAM
295
Wealthspire Advisors (Maryland)
Maryland
$5K +$2.07K +16 +64%
VFA
296
Valeo Financial Advisors
Indiana
$4K – – –
ACS
297
Archford Capital Strategies
Illinois
$3K – – –
MIM
298
Macroview Investment Management
Maryland
$3K – – –
TL
299
TrueWealth LLC
Georgia
$3K – – –
WIM
300
Westside Investment Management
California
$2.89K – – –