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Ryan Specialty Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
201
Baker Tilly Wealth Management
Wisconsin
$401K -$1.12M -20,893 -75%
SIG
202
Sargent Investment Group
Maryland
$395K +$364K +6,829 New
Bank of Nova Scotia
203
Bank of Nova Scotia
Ontario, Canada
$376K -$51.4K -964 -13%
MBTD
204
Mechanics Bank - Trust Department
California
$376K +$346K +6,490 New
KeyBank National Association
205
KeyBank National Association
Ohio
$365K -$139K -2,601 -29%
WC
206
Waterloo Capital
Texas
$351K
GAM
207
Gotham Asset Management
New York
$344K +$317K +5,948 New
CCA
208
Cottonwood Capital Advisors
Utah
$341K +$323K +6,044 New
IWM
209
IHT Wealth Management
Illinois
$337K -$6.35K -119 -2%
TCA
210
Transcend Capital Advisors
New Jersey
$337K +$640 +12 +0.2%
KIA
211
Knollwood Investment Advisory
Maryland
$336K +$310K +5,800 New
DC
212
Diametric Capital
Massachusetts
$328K +$302K +5,658 New
URS
213
Utah Retirement Systems
Utah
$319K +$10.7K +200 +4%
Mariner
214
Mariner
Kansas
$313K -$11.8K -222 -4%
HSA
215
HBK Sorce Advisory
Pennsylvania
$305K -$27.2K -510 -9%
Prudential Financial
216
Prudential Financial
New Jersey
$304K +$280K +5,250 New
UB
217
UMB Bank
Missouri
$288K
ASN
218
Advisory Services Network
Georgia
$287K -$66.4K -1,244 -20%
ProShare Advisors
219
ProShare Advisors
Maryland
$280K +$258K +4,838 New
CFG
220
Cooper Financial Group
California
$267K -$5.12K -96 -2%
JFG
221
Jefferies Financial Group
New York
$265K +$245K +4,584 New
AQR Capital Management
222
AQR Capital Management
Connecticut
$261K +$241K +4,513 New
CT
223
Chicago Trust
Illinois
$254K
Cerity Partners
224
Cerity Partners
New York
$252K +$801 +15 +0.3%
Vanguard Personalized Indexing Management
225
Vanguard Personalized Indexing Management
California
$248K +$228K +4,279 New