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SiriusPoint
SPNT

Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
226
Bell Investment Advisors
California
$864 – – –
JWA
227
JFS Wealth Advisors
Pennsylvania
$864 +$481 +21 +140%
MCM
228
Manchester Capital Management
Vermont
$816 – – –
CA
229
Clearstead Advisors
Ohio
$648 +$619 +27 New
SGFG
230
Silver Grove Financial Group
New York
$624 +$596 +26 New
TWD
231
True Wealth Design
Ohio
$576 – – –
CIAM
232
Caitong International Asset Management
Hong Kong
$552 -$69 -3 -12%
GWM
233
Gilpin Wealth Management
Colorado
$480 -$69 -3 -13%
AW
234
Ankerstar Wealth
Texas
$456 – – –
PMFA
235
Plante Moran Financial Advisors
Michigan
$456 +$435 +19 New
APFP
236
Action Point Financial Planning
Michigan
$384 +$367 +16 New
CCMI
237
Creative Capital Management Investments
California
$336 +$321 +14 New
DPW
238
DiNuzzo Private Wealth
Pennsylvania
$240 – – –
RWM
239
Rialto Wealth Management
New York
$216 – – –
HIA
240
HFM Investment Advisors
New Jersey
$168 +$92 +4 +133%
GRP
241
Global Retirement Partners
California
$168 +$160 +7 New
JWM
242
JPL Wealth Management
Colorado
$120 -$2.29K -100 -95%
BWL
243
Bogart Wealth LLC
Virginia
$120 – – –
DCM
244
Davis Capital Management
Florida
$120 +$115 +5 New
HFS
245
Hughes Financial Services
Virginia
$96 +$23 +1 +33%
LI
246
LRI Investments
Florida
$48 +$46 +2 New
DF
247
Dunhill Financial
United Kingdom
$41 – – –
BHWM
248
Bay Harbor Wealth Management
Maryland
$24 – – –
RWM
249
Raffa Wealth Management
District of Columbia
$24 – – –
DF
250
DecisionPoint Financial
Arizona
$24 +$23 +1 New
8 9
10
11 12