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White Mountains Insurance
WTM

Name Holding Trade Value Shares
Change 		Change in
Stake
SOW
376
State of Wyoming
Wyoming
– -$393K -179 Closed
UCFA
377
United Capital Financial Advisors
Texas
– -$365K -166 Closed
KeyBank National Association
378
KeyBank National Association
Ohio
– -$354K -161 Closed
ZIM
379
Zacks Investment Management
Illinois
– -$345K -157 Closed
CW
380
CreativeOne Wealth
Kansas
– -$330K -150 Closed
CIM
381
Chapman Investment Management
California
– -$306K -143 Closed
CIBC Asset Management
382
CIBC Asset Management
Ontario, Canada
– -$272K -124 Closed
WAM
383
Weiss Asset Management
Massachusetts
– -$264K -120 Closed
CFM
384
Catalyst Funds Management
Australia
– -$242K -110 Closed
SWP
385
Sagespring Wealth Partners
Tennessee
– -$221K -101 Closed
FPAS
386
Focus Partners Advisor Solutions
Missouri
– -$217K -99 Closed
CCMG
387
Connecticut Capital Management Group
Connecticut
– -$207K -94 Closed
MCM
388
MAI Capital Management
Ohio
– -$178K -81 Closed
AIM
389
Anchor Investment Management
South Carolina
– -$110K -50 Closed
ASN
390
Advisory Services Network
Georgia
– -$81.3K -37 Closed
OWA
391
Opal Wealth Advisors
New York
– -$43.9K -20 Closed
CI
392
CX Institutional
Indiana
– -$42K -19 Closed
AA
393
Ancora Advisors
Ohio
– -$35.2K -16 Closed
GAA
394
Global Assets Advisory
Florida
– -$33K -15 Closed
HIM
395
Hillsdale Investment Management
Ontario, Canada
– -$17.6K -8 Closed
RFP
396
Root Financial Partners
California
– -$8.79K -4 Closed
CA
397
Crewe Advisors
Utah
– -$6.59K -3 Closed
PFBT
398
Parkside Financial Bank & Trust
Missouri
– -$6.59K -3 Closed
TPWA
399
Twin Peaks Wealth Advisors
California
– -$6.59K -3 Closed
BFS
400
Bare Financial Services
Pennsylvania
– -$2.2K -1 Closed
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16
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