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White Mountains Insurance

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
201
Venturi Wealth Management
Texas
$534K +$47.1K +22 +10%
SRB
202
Shotwell Rutter Baer
Michigan
$532K
VOYA Investment Management
203
VOYA Investment Management
Georgia
$521K -$12.8K -6 -2%
WS
204
Wedbush Securities
California
$501K -$2.14K -1 -0.4%
OFS
205
OneAscent Financial Services
Alabama
$501K +$488K +228 New
AI
206
Atria Investments
North Carolina
$497K +$36.4K +17 +8%
AIM
207
Athena Investment Management
California
$492K -$10.7K -5 -2%
VAS
208
Vestmark Advisory Solutions
Massachusetts
$490K -$210K -98 -31%
NB
209
Nicolet Bankshares
Wisconsin
$486K +$477K +223 New
PS
210
Principal Securities
Iowa
$472K -$2.14K -1 -0.5%
PAG
211
Private Advisor Group
New Jersey
$468K
MOS
212
MGO One Seven
Ohio
$457K +$8.56K +4 +2%
HVP
213
Hudson Value Partners
Florida
$453K
SAM
214
Sagewood Asset Management
New York
$448K +$437K +204 New
ECM
215
Evergreen Capital Management
Washington
$444K +$126K +59 +41%
GI
216
GAMMA Investing
California
$444K +$6.42K +3 +2%
SG Americas Securities
217
SG Americas Securities
New York
$442K +$289K +135 +205%
Ensign Peak Advisors
218
Ensign Peak Advisors
Utah
$439K
EWM
219
Evercore Wealth Management
New York
$439K
SIC
220
Sage Investment Counsel
Tennessee
$439K
SC
221
Savant Capital
Illinois
$437K +$40.7K +19 +11%
FNFDCM
222
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$437K
BBHC
223
Brown Brothers Harriman & Co
New York
$437K +$385K +180 +947%
IC
224
IEQ Capital
California
$435K +$424K +198 New
RWM
225
Ritholtz Wealth Management
New York
$431K +$2.14K +1 +0.5%