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RenaissanceRe

Name Holding Trade Value Shares
Change
Change in
Stake
GI
326
GAMMA Investing
California
$261K +$94.1K +390 +69%
CCM
327
Coldstream Capital Management
Washington
$257K +$228K +947 New
AWM
328
Axxcess Wealth Management
California
$256K -$1.93K -8 -0.8%
RCAG
329
Rehmann Capital Advisory Group
Michigan
$256K +$225K +934 New
XT
330
XTX Topco
Cayman Islands
$253K -$1.09M -4,512 -83%
BWM
331
Buckley Wealth Management
Nevada
$252K – – –
FFB
332
First Financial Bankshares
Texas
$251K – – –
EF
333
Empowered Funds
Pennsylvania
$243K +$215K +891 New
Capstone Investment Advisors
334
Capstone Investment Advisors
New York
$241K -$472K -1,955 -69%
BAM
335
Belpointe Asset Management
Nevada
$235K +$208K +863 New
AWM
336
AE Wealth Management
Kansas
$234K -$26.3K -109 -11%
OC
337
Oppenheimer & Co
New York
$231K +$205K +848 New
GSB
338
Greenfield Savings Bank
Massachusetts
$230K +$204K +845 New
WPC
339
Wedmont Private Capital
Pennsylvania
$228K +$217K +900 New
O
340
Ossiam
France
$220K -$35.7K -148 -16%
IAA
341
Independent Advisor Alliance
North Carolina
$218K +$193K +802 New
CIC
342
Carnegie Investment Counsel
Ohio
$218K +$193K +800 New
LNWWM
343
Laird Norton Wetherby Wealth Management
California
$216K +$191K +793 New
1IA
344
1620 Investment Advisors
Massachusetts
$211K +$1.21K +5 +0.6%
MFIM
345
Mesirow Financial Investment Management
Illinois
$210K +$186K +771 New
FIA
346
Foundations Investment Advisors
Arizona
$207K +$183K +759 New
Wellington Management Group
347
Wellington Management Group
Massachusetts
$203K -$144K -598 -45%
AIA
348
Affinity Investment Advisors
California
$201K +$178K +737 New
AF
349
Advisornet Financial
Minnesota
$197K +$24.1K +100 +16%
Carson Wealth (CWM LLC)
350
Carson Wealth (CWM LLC)
Nebraska
$188K -$22K -91 -12%