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White Mountains Insurance

Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
326
Bartlett & Co Wealth Management
Ohio
$16.6K – – –
PWAM
327
Private Wealth Asset Management
Iowa
$14.5K – – –
JWA
328
JFS Wealth Advisors
Pennsylvania
$12.4K – – –
CTC
329
Central Trust Company
Missouri
$12.4K +$12.8K +6 New
1IA
330
1620 Investment Advisors
Massachusetts
$12.4K – – –
APFP
331
Action Point Financial Planning
Michigan
$12.4K +$12.8K +6 New
MG
332
Mather Group
Illinois
$10.4K – – –
CA
333
Clearstead Advisors
Ohio
$10.4K +$2.14K +1 +25%
PWPS
334
Pinnacle Wealth Planning Services
Ohio
$8.29K -$4.28K -2 -33%
AssetMark Inc
335
AssetMark Inc
California
$8.29K +$4.28K +2 +100%
MCM
336
MV Capital Management
Maryland
$6.22K -$2.14K -1 -25%
RIL
337
Rothschild Investment LLC
Illinois
$6.22K -$10.7K -5 -63%
SC
338
SouthState Corp
Florida
$6.22K – – –
SEP
339
Signature Equity Partners
Ohio
$6.22K +$6.42K +3 New
TCOV
340
Trust Company of Vermont
Vermont
$6.22K +$6.42K +3 New
EWA
341
EverSource Wealth Advisors
Alabama
$6.22K -$17.1K -8 -73%
TCM
342
TD Capital Management
Tennessee
$4.15K – – –
MAM
343
Marquette Asset Management
Minnesota
$4.15K -$2.14K -1 -33%
PWMG
344
Private Wealth Management Group
New Jersey
$4.15K – – –
HFS
345
Hughes Financial Services
Virginia
$4.15K +$4.28K +2 New
S
346
Sachetta
Massachusetts
$4.15K +$4.28K +2 New
TWD
347
True Wealth Design
Ohio
$2.07K -$2.14K -1 -50%
EWP
348
Elevation Wealth Partners
California
$2.07K – – –
KG
349
Kilter Group
New York
$2.07K – – –
WA
350
Whipplewood Advisors
Colorado
$2.07K -$4.28K -2 -67%