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SiriusPoint

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
201
Smartleaf Asset Management
Massachusetts
$12K – – –
PWMG
202
Private Wealth Management Group
New Jersey
$10.7K – – –
Los Angeles Capital Management
203
Los Angeles Capital Management
California
$9.79K -$286K -12,500 -97%
PTC
204
Private Trust Company
Ohio
$9.6K – – –
TCOV
205
Trust Company of Vermont
Vermont
$8.26K +$7.88K +344 New
MPWT
206
MassMutual Private Wealth & Trust
Connecticut
$8.21K – – –
HHGA
207
Halbert Hargrove Global Advisors
California
$7.97K +$7.61K +332 New
SS
208
SBI Securities
Japan
$6.74K +$5.45K +238 +553%
TM
209
Torren Management
California
$6.36K – – –
KFAS
210
Keating Financial Advisory Services
Kansas
$5.64K – – –
FFO
211
Fortitude Family Office
Arizona
$4.97K – – –
QL
212
Quarry LP
New York
$4.3K +$733 +32 +22%
TFA
213
Transamerica Financial Advisors
Florida
$4.03K +$3.85K +168 New
EP
214
Essential Partners
California
$3.38K -$6.55K -286 -67%
PFBT
215
Parkside Financial Bank & Trust
Missouri
$2.14K – – –
VWA
216
Valued Wealth Advisors
Utah
$2.02K +$1.92K +84 New
C
217
Covestor
United Kingdom
$2K +$1.26K +55 +204%
Jones Financial Companies
218
Jones Financial Companies
Missouri
$1.67K +$367 +16 +30%
SIC
219
Salem Investment Counselors
North Carolina
$1.56K – – –
CFO
220
CVA Family Office
Colorado
$1.37K +$344 +15 +36%
FMII
221
Farmers & Merchants Investments Inc
Nebraska
$1.34K – – –
BWA
222
Basecamp Wealth Advisors
Washington
$1.3K – – –
KG
223
Kilter Group
New York
$1.15K – – –
SHIM
224
Stone House Investment Management
Pennsylvania
$1.01K +$802 +35 +500%
AAS
225
Ameritas Advisory Services
Nebraska
$1.01K +$962 +42 New