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White Mountains Insurance

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
176
Private Advisor Group
New Jersey
$325K +$6.14K +4 +2%
ET
177
Equitable Trust
Tennessee
$323K
OWA
178
Opal Wealth Advisors
New York
$323K +$38.4K +25 +13%
PFO
179
Pathstone Family Office
New Jersey
$319K +$327K +213 New
TSS
180
Two Sigma Securities
New York
$310K -$92.1K -60 -22%
OWA
181
One Wealth Advisors
California
$308K -$9.21K -6 -3%
Principal Financial Group
182
Principal Financial Group
Iowa
$305K +$32.2K +21 +11%
COI
183
Connable Office Inc
Michigan
$302K -$21.5K -14 -6%
EWM
184
Evercore Wealth Management
New York
$299K
NRS
185
Neville Rodie & Shaw
New York
$299K
FNFDCM
186
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$298K
Walleye Capital
187
Walleye Capital
New York
$295K +$302K +197 New
Vanguard Personalized Indexing Management
188
Vanguard Personalized Indexing Management
California
$293K -$35.3K -23 -11%
SFA
189
Sequoia Financial Advisors
Ohio
$293K
WA
190
Wealthstar Advisors
Texas
$287K +$295K +192 New
Prudential Financial
191
Prudential Financial
New Jersey
$284K +$38.4K +25 +15%
CAN
192
Cetera Advisor Networks
California
$280K +$287K +187 New
Envestnet Portfolio Solutions
193
Envestnet Portfolio Solutions
Illinois
$271K +$278K +181 New
PA
194
Pinnacle Associates
New York
$271K
GT
195
Glenview Trust
Kentucky
$266K
Wealth Enhancement Advisory Services
196
Wealth Enhancement Advisory Services
Minnesota
$265K +$272K +177 New
HighTower Advisors
197
HighTower Advisors
Illinois
$263K -$131K -85 -32%
SWM
198
Sendero Wealth Management
Texas
$257K +$41.5K +27 +19%
AAP
199
Arax Advisory Partners
Colorado
$256K +$36.8K +24 +16%
CIM
200
Contravisory Investment Management
Massachusetts
$250K +$3.07K +2 +1%