Vault-13

KINGSWAY FINL SVCS INC KWY

COM NEW · Common Stock · CUSIP 496904202

73 institutional holders -2 vs Q1 2026
12,082,96612.1m shares reported held*
41.8% of all shares outstanding*
$125.9mreported value*
10 new 30 added 20 reduced 10 sold out net sold ≈ $1.6m (-150.2k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($4.4k this quarter). Holder counts are more reliable. Shares outstanding: 28.9m as of 2026-08-06, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $10.42. Options: 0 managers hold calls (— notional), 2 hold puts ($126.1k).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 23Q4 22: 24Q1 23: 39Q2 23: 45Q3 23: 49Q4 23: 47Q1 24: 49Q2 24: 50Q3 24: 56Q4 24: 61Q1 25: 66Q2 25: 67Q3 25: 70Q4 25: 74Q1 26: 75Q2 26: 7373Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202223
Q4 202224
Q1 202339
Q2 202345
Q3 202349
Q4 202347
Q1 202449
Q2 202450
Q3 202456
Q4 202461
Q1 202566
Q2 202567
Q3 202570
Q4 202574
Q1 202675
Q2 202673

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q3 24: 29 bought or addedQ3 24: 12 cut or sold outQ4 24: 31 bought or addedQ4 24: 20 cut or sold outQ4 24Q1 25: 26 bought or addedQ1 25: 24 cut or sold outQ2 25: 42 bought or addedQ2 25: 26 cut or sold outQ2 25Q3 25: 40 bought or addedQ3 25: 20 cut or sold outQ4 25: 33 bought or addedQ4 25: 27 cut or sold outQ4 25Q1 26: 32 bought or addedQ1 26: 34 cut or sold outQ2 26: 40 bought or addedQ2 26: 30 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20242912
Q4 20243120
Q1 20252624
Q2 20254226
Q3 20254020
Q4 20253327
Q1 20263234
Q2 20264030

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$250k$500k$750k$1mQ3 25 calls: $0Q3 25 puts: $487.8kQ3 25P/C —Q4 25 calls: $0Q4 25 puts: $980.5kQ4 25P/C —Q1 26 calls: $0Q1 26 puts: $376.5kQ1 26P/C —Q2 26 calls: $0Q2 26 puts: $126.1kQ2 26P/C —
Numbers
QuarterCallsPutsP/C
Q3 2025$0$487.8k—
Q4 2025$0$980.5k—
Q1 2026$0$376.5k—
Q2 2026$0$126.1k—

Biggest buyers

VANGUARD CAPITAL MANAGEMENT LLC Added +122,000+122.0k
BlackRock, Inc. Added +121,926+121.9k
UNITED CAPITAL FINANCIAL ADVISORS, LLC New +82,832+82.8k
GOLDMAN SACHS GROUP INC Added +59,093+59.1k
CITADEL ADVISORS LLC Added +56,026+56.0k
GEODE CAPITAL MANAGEMENT, LLC Added +37,425+37.4k
Nuveen, LLC Added +27,906+27.9k
VANGUARD PORTFOLIO MANAGEMENT LLC Added +24,443+24.4k
OSAIC HOLDINGS, INC. Added +20,544+20.5k
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Added +17,364+17.4k

Biggest sellers

Capricorn Fund Managers Ltd Reduced -374,367-374.4k
Greenhaven Road Investment Management, L.P. Reduced -155,627-155.6k
Waverly Advisors, LLC Sold out -125,000-125.0k
STATE OF WISCONSIN INVESTMENT BOARD Sold out -29,181-29.2k
JANE STREET GROUP, LLC Sold out -22,049-22.0k
MORGAN STANLEY Reduced -18,178-18.2k
RENAISSANCE TECHNOLOGIES LLC Reduced -16,855-16.9k
BANK OF AMERICA CORP /DE/ Reduced -16,332-16.3k
MERCER GLOBAL ADVISORS INC /ADV Sold out -11,619-11.6k
SIMPLEX TRADING, LLC Reduced -10,192-10.2k

Biggest calls

None

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $124.0k11.9k shares
SIMPLEX TRADING, LLC Reduced $2.1k200 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Stilwell Joseph 13D · may seek influence -6.1 pts · filed 2025-12-19
Stated purposeWe are filing this Forty-Ninth Amendment to report that members of the Group have sold shares of Common Stock pursuant to the terms of the Option Agreements dated March 31, 2025, as amended each on December 17, 2025, by the Option Agreement Amendments. The Option Agreements and the Option Agreement Amendments are defined and further discussed in Item 6 of this Forty-Ninth Amendment. A copy of the form of an Option Agreement Amendment is attached as Exhibit 18 to this Forty-Ninth Amendment. Our purpose in acquiring shares of Common Stock of the Issuer was to profit from the appreciation in the market price of the shares of Common Stock through asserting shareholder rights. We have succeeded and intend to gradually reduce our position over time. Members of the Group may seek to make additi… Full filing
 12.7% -6.1 pts 3.7m≈ $38.6m 2025-12-19
David Capital Partners, LLC 13D · may seek influence +1.3 pts · filed 2026-05-20
Stated purposeMr. Patinkin was appointed as Chairman of the Board of Directors of the Company on March 11, 2026. On May 18, 2026, in connection with his appointment as Chairman, the Company granted to Mr. Patinkin a 10-year option to purchase up to 400,000 shares of Common Stock, which will vest in four equal annual installments beginning on the grant date, or May 18, 2026. The first and second installments have an exercise price of $20.00 per share, while the third and fourth installments have an exercise price of $30.00 per share. In addition, on May 18, 2026, certain employees of David Capital Partners, LLC who provide consulting services to the Company were granted 10-year options to purchase up to 200,000 shares of Common Stock in the aggregate, which have an exercise price of $25.00 per share and … Full filing
 10.3% +1.3 pts 3.0m≈ $31.4m 2026-05-20
Hannon Gregory Paul 13D · may seek influence -2.1 pts · filed 2025-12-18
Stated purposeItem 4 of this Schedule 13D is hereby supplemented as follows: On December 17, 2025, the option agreement described in Item 6 of this Amendment No. 6 was exercised. Pursuant to such option agreement, Oakmont sold 500,000 Shares to DCP Special (as hereafter defined) at a price of US$8.25 per Share. Except as disclosed in Item 6 of this Amendment No. 6, the Reporting Persons have no current plans or proposals which relate to or would result in any of the events described in Items (a) through (j) of the instructions to Item 4 of Schedule 13D. The information set forth in Item 6 of this Amendment No. 6 is incorporated herein by reference. Full filing
 8.2% -2.1 pts 2.4m≈ $24.9m 2025-12-18
Greenhaven Road Investment Management, L.P. 13G · passive investor new · filed 2025-11-06 6.8% new 2.0m≈ $20.5m 2025-11-06
Frischer Charles L 13D · may seek influence filed 2025-05-14 6.8% 1.9m≈ $19.4m 2025-05-14

Fell to 5% or below in the last year: Capricorn Fund Managers Ltd (4.9%, 2026-07-13), MIRABELLA FINANCIAL SERVICES LLP (0.0%, 2026-04-10), Palm Management (US) LLC (1.5%, 2025-12-18)

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
404Q4 24: 2 buyingQ4 24: 1 sellingQ1 25: 2 buyingQ1 25: 1 sellingQ1 25Q2 25: 2 buyingQ2 25: 1 sellingQ3 25: 2 buyingQ3 25: 1 sellingQ3 25Q4 25: 2 buyingQ4 25: 3 sellingQ1 26: 2 buyingQ1 26: 0 sellingQ1 26Q2 26: 3 buyingQ2 26: 1 sellingQ3 26: 3 buyingQ3 26: 1 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20242$23.1k1$5.3m$95.5k
Q1 20252$16.9k1$8.0m—
Q2 20252$12.8k1$2.3m—
Q3 20252$28.4k1$3.4m—
Q4 20252$24.4k3$2.9m—
Q1 20262$24.4k0——
Q2 20263$67.4k1$154.3k—
Q3 20263$147.0k1$1.0m—
DateInsiderTradeSharesPrice ValueTheir holding
2026-09-30 Horowitz Joshua Director · by Palm Global Small Cap Master Fund LP Bought 858 $9.23 $7.9k858 shares +<1%
2026-09-30 Fitzgerald John Taylor Maloney President and CEO, director Bought 269 $9.30 $2.5k269 shares +<1%
2026-09-30 Hansen Kent A CFO & EVP Bought 169 $9.30 $1.6k169 shares +<1%
2026-09-28 Horowitz Joshua Director · by Palm Global Small Cap Master Fund LP Bought 2,717 $9.28 $25.2k2.7k shares +1%
2026-09-15 Fitzgerald John Taylor Maloney President and CEO, director Bought 254 $9.82 $2.5k254 shares +<1%
2026-09-15 Hansen Kent A CFO & EVP Bought 159 $9.82 $1.6k159 shares +<1%
2026-08-31 Fitzgerald John Taylor Maloney President and CEO, director Bought 239 $10.45 $2.5k239 shares +<1%
2026-08-31 Hansen Kent A CFO & EVP Bought 149 $10.45 $1.6k149 shares +<1%
2026-08-20 Horowitz Joshua Director · by Palm Global Small Cap Master Fund LP Bought 769 $9.89 $7.6k769 shares +<1%
2026-08-19 Horowitz Joshua Director · by Palm Global Small Cap Master Fund LP Bought 7,034 $9.84 $69.2k7.0k shares +2%
2026-08-18 Horowitz Joshua Director · by Palm Global Small Cap Master Fund LP Bought 1,300 $9.75 $12.7k1.3k shares +<1%
2026-08-17 Fitzgerald John Taylor Maloney President and CEO, director Bought 254 $9.87 $2.5k254 shares +<1%
2026-08-17 Hansen Kent A CFO & EVP Bought 158 $9.87 $1.6k158 shares +<1%
2026-08-13 Stilwell Joseph +5 Director · See footnote Sold 100,000 $10.00 $1.0m100.0k shares -23%
2026-07-30 Fitzgerald John Taylor Maloney President and CEO, director Bought 278 $8.98 $2.5k278 shares +<1%
2026-07-30 Hansen Kent A CFO & EVP Bought 174 $8.98 $1.6k174 shares +<1%
2026-07-15 Fitzgerald John Taylor Maloney President and CEO, director Bought 256 $9.76 $2.5k256 shares +<1%
2026-07-15 Hansen Kent A CFO & EVP Bought 161 $9.76 $1.6k161 shares +<1%
2026-06-30 Fitzgerald John Taylor Maloney President and CEO, director Bought 239 $10.45 $2.5k239 shares +<1%
2026-06-30 Hansen Kent A CFO & EVP Bought 149 $10.45 $1.6k149 shares +<1%
2026-06-15 Fitzgerald John Taylor Maloney President and CEO, director Bought 240 $10.43 $2.5k240 shares +<1%
2026-06-15 Hansen Kent A CFO & EVP Bought 150 $10.43 $1.6k150 shares +<1%
2026-05-29 Horowitz Joshua Director · by Palm Global Small Cap Master Fund LP Bought 3,800 $9.91 $37.7k3.8k shares +1%
2026-05-29 Fitzgerald John Taylor Maloney President and CEO, director Bought 250 $10.03 $2.5k250 shares +<1%
2026-05-29 Hansen Kent A CFO & EVP Bought 156 $10.03 $1.6k156 shares +<1%
2026-05-28 Horowitz Joshua Director · by Palm Global Small Cap Master Fund LP Bought 700 $9.95 $7.0k700 shares +<1%
2026-05-21 Fitzgerald John Taylor Maloney President and CEO, director · Trust-MPF Sold 5,000 $10.14 $50.7k5.0k shares -15%
2026-05-20 Fitzgerald John Taylor Maloney President and CEO, director · Trust-LTF Sold 5,000 $10.43 $52.1k5.0k shares -15%
2026-05-19 Fitzgerald John Taylor Maloney President and CEO, director · Trust-GEF Sold 5,000 $10.30 $51.5k5.0k shares -15%
2026-05-15 Fitzgerald John Taylor Maloney President and CEO, director Bought 230 $10.85 $2.5k230 shares +<1%

The latest 30 of 34 trades.

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 STILWELL VALUE LLC 20.10% of their portfolio NEW YORK, NY 3,363,4503.4m $35.0m $35.0m 20.10% Unchanged
2 Greenhaven Road Investment Management, L.P. 11.47% of their portfolio GREENWICH, CT 1,696,1491.7m $17.7m $17.7m 11.47% Reduced -155.6k -155,627
3 Capricorn Fund Managers Ltd 1.18% of their portfolio LONDON, X0 1,410,5261.4m $14.7m $14.7m 1.18% Reduced -374.4k -374,367
4 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,262,5141.3m $13.2m $13.2m 0.00% Added +121.9k +121,926
5 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 856,359856.4k $8.9m $8.9m 0.00% Added +122.0k +122,000
6 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 515,740515.7k $5.4m $5.4m 0.00% Added +37.4k +37,425
7 Belpointe Asset Management LLC 0.12% of their portfolio RENO, NV 358,511358.5k $3.7m $3.7m 0.12% Reduced -2.0k -2,000
8 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 302,815302.8k $3.2m $3.2m 0.00% Reduced -16.9k -16,855
9 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 297,996298.0k $3.1m $3.1m 0.00% Reduced -5.8k -5,812
10 BARD ASSOCIATES INC 0.65% of their portfolio CHICAGO, IL 279,274279.3k $2.9m $2.9m 0.65% Added +1.4k +1,416
11 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 183,860183.9k $1.9m $1.9m 0.00% Added +59.1k +59,093
12 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 170,484170.5k $1.8m $1.8m 0.00% Added +2.9k +2,949
13 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 149,208149.2k $1.6m $1.6m 0.00% Added +24.4k +24,443
14 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 148,164148.2k $1.5m $1.5m 0.00% Added +9.0k +9,038
15 Annandale Capital, LLC 0.20% of their portfolio DALLAS, TX 128,200128.2k $1.3m $1.3m 0.20% Unchanged
16 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 114,832114.8k $1.2m $1.2m 0.00% Added +56.0k +56,026
17 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.00% of their portfolio IRVING, TX 82,83282.8k $863.1k $863.1k 0.00% New
18 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 75,93775.9k $791.3k $791.3k 0.00% Added +2.2k +2,174
19 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 72,51772.5k $755.6k $755.6k 0.00% Added +4.4k +4,364
20 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 70,28570.3k $732.4k $732.4k 0.00% Added +17.4k +17,364
21 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 68,00068.0k $708.6k $708.6k 0.00% Added +2.0k +2,000
22 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 51,86351.9k $540.4k $540.4k 0.00% Added +27.9k +27,906
23 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 45,61045.6k $475.3k $475.3k 0.00% Added +3.6k +3,578
24 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio HOUSTON, TX 32,10032.1k $334.5k $334.5k 0.01% Added +1.0k +1,000
25 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 30,27330.3k $315.4k $315.4k 0.00% Reduced -16.3k -16,332
26 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 25,07025.1k $261.2k $261.2k 0.00% Added +20.5k +20,544
27 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 24,04324.0k $250.5k $250.5k 0.00% Added +189 +189
28 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 23,16823.2k $241.4k $241.4k 0.00% Added +1.5k +1,496
29 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 21,80921.8k $227.2k $227.2k 0.00% Reduced -18.2k -18,178
30 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 19,76019.8k $205.9k $205.9k 0.00% Added +12.1k +12,100
31 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 16,60016.6k $173.0k $173.0k 0.00% Reduced -700 -700
32 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 16,16016.2k $168.5k $168.5k 0.00% Added +1.2k +1,200
33 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 15,60515.6k $163.0k $163.0k 0.00% Added +880 +880
34 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 11,96212.0k $124.6k $124.6k 0.00% Reduced -4.2k -4,187
35 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 11,70411.7k $122.0k $122.0k 0.00% New
36 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 11,70111.7k $121.9k $121.9k 0.00% Added +4.5k +4,526
37 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 11,68111.7k $121.7k $121.7k 0.00% Reduced -6.5k -6,534
38 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 11,17611.2k $116.5k $116.5k 0.00% New
39 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 10,35710.4k $107.9k $107.9k 0.00% Added +9.1k +9,051
40 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 9,97310.0k $103.9k $103.9k 0.00% Reduced -64 -64
41 FMR LLC 0.00% of their portfolio BOSTON, MA 9,3289.3k $97.2k $97.2k 0.00% Added +2.0k +2,038
42 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 9,2059.2k $94.9k $94.9k 0.00% Added +632 +632
43 UBS Group AG 0.00% of their portfolio ZURICH, V8 8,6678.7k $90.3k $90.3k 0.00% Reduced -1.1k -1,080
44 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 8,2258.2k $85.7k $85.7k 0.00% Added +3.8k +3,782
45 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 7,5427.5k $78.6k $78.6k 0.00% Unchanged
46 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 6,8016.8k $70.9k $70.9k 0.00% Unchanged
47 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 5,4405.4k $56.7k $56.7k 0.00% Unchanged
48 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 4,1524.2k $43.3k $43.3k 0.00% Reduced -724 -724
49 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 3,1703.2k $33.0k $33.0k 0.00% Reduced -953 -953
50 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 2,4112.4k $25.0k $25.0k 0.00% Added +737 +737
51 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 1,9201.9k $20.0k $20.0k 0.00% Reduced -2.5k -2,498
52 Legal & General Group Plc 0.00% of their portfolio London, X0 1,9181.9k $20.0k $20.0k 0.00% Unchanged
53 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 1,9001.9k $19.8k $19.8k 0.00% Unchanged
54 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 1,8511.9k $19.3k $19.3k 0.00% Unchanged
55 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 426426 $4.4k $4.4k 0.00% Unchanged
56 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 358358 $3.7k $3.7k 0.00% Reduced -712 -712
57 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 296296 $3.1k $3.1k 0.00% Reduced -846 -846
58 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 281281 $2.9k $2.9k 0.00% Unchanged
59 TD Waterhouse Canada Inc. 0.00% of their portfolio TORONTO, A6 250250 $2.6k $2.6k 0.00% New
60 SIMPLEX TRADING, LLC 0.00% of their portfolio CHICAGO, IL 206206 $2.1k $2.1k 0.00% Reduced -10.2k -10,192
61 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 166166 $1.7k $1.7k 0.00% New
62 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 131131 $1.4k $1.4k 0.00% Unchanged
63 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 114114 $1.2k $1.2k 0.00% New
64 ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 0.00% of their portfolio SALT LAKE CITY, UT 9393 $969 $969 0.00% Unchanged
65 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 8080 $834 $834 0.00% Reduced -11 -11
66 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 7676 $792 $792 0.00% Reduced -61 -61
67 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 6363 $656 $656 0.00% Added +8 +8
68 MassMutual Private Wealth & Trust, FSB 0.00% of their portfolio Windsor, CT 1818 $188 $188 0.00% Unchanged
69 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 1111 $114 $114 0.00% New
70 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 1010 $104 $104 0.00% New
71 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 88 $84 $84 0.00% Added +6 +6
72 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 44 $42 $42 0.00% New
73 Caitong International Asset Management Co., Ltd 0.00% of their portfolio HONG KONG, K3 33 $31 $31 0.00% New