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White Mountains Insurance

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
176
Ritholtz Wealth Management
New York
$414K -$8.72K -5 -2%
Janney Montgomery Scott
177
Janney Montgomery Scott
Pennsylvania
$400K +$34.9K +20 +9%
SWM
178
Sendero Wealth Management
Texas
$397K
AIM
179
Athena Investment Management
California
$394K
HCM
180
Hengehold Capital Management
Ohio
$392K +$83.7K +48 +26%
STA
181
Summit Trail Advisors
New York
$387K -$22.7K -13 -5%
VWM
182
Venturi Wealth Management
Texas
$375K
KeyBank National Association
183
KeyBank National Association
Ohio
$371K -$24.4K -14 -6%
VI
184
Vestcor Inc
New Brunswick, Canada
$371K
OWA
185
One Wealth Advisors
California
$365K
PAG
186
Private Advisor Group
New Jersey
$363K +$1.74K +1 +0.5%
Bank of Nova Scotia
187
Bank of Nova Scotia
Ontario, Canada
$363K +$13.9K +8 +4%
HVP
188
Hudson Value Partners
Florida
$349K
GRP
189
Global Retirement Partners
California
$346K +$195K +112 +122%
OWA
190
Opal Wealth Advisors
New York
$341K +$5.23K +3 +2%
Vanguard Personalized Indexing Management
191
Vanguard Personalized Indexing Management
California
$341K +$3.49K +2 +1%
EWM
192
Evercore Wealth Management
New York
$339K
CGIM
193
Cannon Global Investment Management
Florida
$339K +$349K +200 New
NRS
194
Neville Rodie & Shaw
New York
$339K
WS
195
Wedbush Securities
California
$339K
FNFDCM
196
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$338K
JIC
197
Johnson Investment Counsel
Ohio
$314K
COI
198
Connable Office Inc
Michigan
$307K -$15.7K -9 -5%
AAP
199
Arax Advisory Partners
Colorado
$304K +$6.97K +4 +2%
FRA
200
Frank Rimerman Advisors
California
$300K