Vault-13

JAMES RIV GROUP LTD JRVR

COM · Common Stock · CUSIP G5005R107

114 institutional holders -2 vs Q1 2025
35,030,51235.0m shares reported held*
$205.3mreported value*
13 new 44 added 37 reduced 15 sold out net bought ≈ $7.1m (+1.2m 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 ($956.4k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $5.86. Options: 5 managers hold calls ($869.3k notional), 5 hold puts ($357.7k).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 138Q4 22: 139Q1 23: 146Q2 23: 154Q3 23: 160Q4 23: 148Q1 24: 152Q2 24: 134Q3 24: 126Q4 24: 118Q1 25: 116Q2 25: 114114Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022138
Q4 2022139
Q1 2023146
Q2 2023154
Q3 2023160
Q4 2023148
Q1 2024152
Q2 2024134
Q3 2024126
Q4 2024118
Q1 2025116
Q2 2025114

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 23: 83 bought or addedQ3 23: 76 cut or sold outQ4 23: 80 bought or addedQ4 23: 91 cut or sold outQ4 23Q1 24: 78 bought or addedQ1 24: 81 cut or sold outQ2 24: 70 bought or addedQ2 24: 91 cut or sold outQ2 24Q3 24: 50 bought or addedQ3 24: 78 cut or sold outQ4 24: 51 bought or addedQ4 24: 75 cut or sold outQ4 24Q1 25: 47 bought or addedQ1 25: 66 cut or sold outQ2 25: 57 bought or addedQ2 25: 52 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20238376
Q4 20238091
Q1 20247881
Q2 20247091
Q3 20245078
Q4 20245175
Q1 20254766
Q2 20255752

Calls vs puts

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

CallsPuts
$0$250k$500k$750k$1mQ3 24 calls: $283.8kQ3 24 puts: $321.1kQ3 24P/C 1.13Q4 24 calls: $373.7kQ4 24 puts: $71.6kQ4 24P/C 0.19Q1 25 calls: $70.1kQ1 25 puts: $96.5kQ1 25P/C 1.38Q2 25 calls: $869.3kQ2 25 puts: $357.7kQ2 25P/C 0.41
Numbers
QuarterCallsPutsP/C
Q3 2024$283.8k$321.1k1.13
Q4 2024$373.7k$71.6k0.19
Q1 2025$70.1k$96.5k1.38
Q2 2025$869.3k$357.7k0.41

Biggest buyers

Zimmer Partners, LP Added +823,326+823.3k
T. Rowe Price Investment Management, Inc. Added +760,041+760.0k
MORGAN STANLEY Added +212,087+212.1k
Boston Partners Added +173,981+174.0k
UBS Group AG Added +168,492+168.5k
CANTOR FITZGERALD, L. P. Added +141,883+141.9k
KENNEDY CAPITAL MANAGEMENT LLC Added +139,883+139.9k
GEODE CAPITAL MANAGEMENT, LLC Added +95,351+95.4k
VANGUARD GROUP INC Added +93,982+94.0k
DIMENSIONAL FUND ADVISORS LP Added +80,470+80.5k

Biggest sellers

AQR CAPITAL MANAGEMENT LLC Reduced -478,891-478.9k
GOLDMAN SACHS GROUP INC Reduced -428,074-428.1k
D. E. Shaw & Co., Inc. Reduced -280,791-280.8k
TWO SIGMA ADVISERS, LP Reduced -76,000-76.0k
TWO SIGMA INVESTMENTS, LP Reduced -71,735-71.7k
MILLENNIUM MANAGEMENT LLC Sold out -66,022-66.0k
BlackRock, Inc. Reduced -54,276-54.3k
XTX Topco Ltd Sold out -51,560-51.6k
BBR PARTNERS, LLC Sold out -40,000-40.0k
BANK OF AMERICA CORP /DE/ Reduced -38,503-38.5k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP New $447.7k76.4k shares
CITADEL ADVISORS LLC Added $320.5k54.7k shares
SIMPLEX TRADING, LLC New $87.0k15.0k shares
GROUP ONE TRADING LLC New $14.1k2.4k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CITADEL ADVISORS LLC Added $235.6k40.2k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $114.9k19.6k shares
GROUP ONE TRADING LLC Added $5.3k900 shares
SIMPLEX TRADING, LLC Reduced $2.0k500 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 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
Zimmer Partners, LP 13G · institution +3.5 pts · filed 2025-11-12 10.0% +3.5 pts 4.6m 2025-11-12
T. Rowe Price Investment Management, Inc. 13G · institution +1.6 pts · filed 2025-08-14 9.8% +1.6 pts 4.5m 2025-08-14
BlackRock, Inc. 13G · institution filed 2025-04-23 6.3% 2.9m 2025-04-23
Enstar Group LTD 13G · passive investor new · filed 2024-12-26 5.7% new 2.6m 2024-12-26

Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27)

Insider purchases and sales in Q2 2025

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
404Q3 23: 0 buyingQ3 23: 0 sellingQ4 23: 0 buyingQ4 23: 0 sellingQ4 23Q1 24: 0 buyingQ1 24: 0 sellingQ2 24: 0 buyingQ2 24: 0 sellingQ2 24Q3 24: 0 buyingQ3 24: 0 sellingQ4 24: 0 buyingQ4 24: 0 sellingQ4 24Q1 25: 0 buyingQ1 25: 0 sellingQ2 25: 4 buyingQ2 25: 0 sellingQ2 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20230—0——
Q4 20230—0——
Q1 20240—0——
Q2 20240—0——
Q3 20240—0——
Q4 20240—0——
Q1 20250—0——
Q2 20254$828.1k0——
DateInsiderTradeSharesPrice ValueTheir holding
2025-06-02 Sutherland Todd Randell President, E&S Lines Segment Bought 17,000 $5.87 $99.8k17.0k shares +228%
2025-05-20 Migliorato Peter B. Director Bought 18,500 $5.46 $101.0k18.5k shares +89%
2025-05-19 LaSala Christine Director Bought 29,125 $5.23 $152.3k29.1k shares +92%
2025-05-15 D'Orazio Frank Chief Executive Officer, director Bought 100,000 $4.75 $475.0k100.0k shares +32%

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Gallatin Point Capital LLC 7.70% of their portfolio Greenwich, CT 5,859,3755.9m $34.3m $34.3m 7.70% Unchanged
2 T. Rowe Price Investment Management, Inc. 0.02% of their portfolio BALTIMORE, MD 4,500,0974.5m $26.4m $26.4m 0.02% Added +760.0k +760,041
3 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 3,015,5593.0m $17.7m $17.7m 0.00% Added +94.0k +93,982
4 Zimmer Partners, LP 0.40% of their portfolio NEW YORK, NY 2,985,8103.0m $17.5m $17.5m 0.40% Added +823.3k +823,326
5 BlackRock, Inc. 0.00% of their portfolio New York, NY 2,980,0553.0m $17.5m $17.5m 0.00% Reduced -54.3k -54,276
6 FULLER & THALER ASSET MANAGEMENT, INC. 0.04% of their portfolio SAN MATEO, CA 2,047,6422.0m $12.0m $12.0m 0.04% Reduced -9.7k -9,658
7 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 1,002,4991.0m $5.9m $5.9m 0.00% Added +95.4k +95,351
8 RBF Capital, LLC 0.29% of their portfolio RENO, NV 1,000,0001.0m $5.9m $5.9m 0.29% Reduced -20.9k -20,899
9 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 959,219959.2k $5.6m $5.6m 0.00% Added +19.0k +19,000
10 DISCOVERY CAPITAL MANAGEMENT, LLC / CT 0.38% of their portfolio SOUTH NORWALK, CT 819,355819.4k $4.8m $4.8m 0.38% Added +50.8k +50,800
11 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 784,583784.6k $4.6m $4.6m 0.00% Added +16.7k +16,722
12 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 696,153696.2k $4.1m $4.1m 0.00% Added +80.5k +80,470
13 Boston Partners 0.00% of their portfolio BOSTON, MA 685,597685.6k $4.0m $4.0m 0.00% Added +174.0k +173,981
14 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 682,418682.4k $4.0m $4.0m 0.00% Reduced -280.8k -280,791
15 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 595,538595.5k $3.5m $3.5m 0.00% Reduced -478.9k -478,891
16 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 442,074442.1k $2.6m $2.6m 0.00% Added +212.1k +212,087
17 KENNEDY CAPITAL MANAGEMENT LLC 0.06% of their portfolio ST LOUIS, MO 432,568432.6k $2.5m $2.5m 0.06% Added +139.9k +139,883
18 TWO SIGMA ADVISERS, LP 0.00% of their portfolio NEW YORK, NY 381,500381.5k $2.2m $2.2m 0.00% Reduced -76.0k -76,000
19 JACOBS LEVY EQUITY MANAGEMENT, INC 0.01% of their portfolio FLORHAM PARK, NJ 376,528376.5k $2.2m $2.2m 0.01% Reduced -33.6k -33,629
20 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 345,879345.9k $2.0m $2.0m 0.00% Added +33.2k +33,187
21 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 341,559341.6k $2.0m $2.0m 0.00% Reduced -179 -179
22 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 318,902318.9k $1.9m $1.9m 0.00% Reduced -428.1k -428,074
23 CANTOR FITZGERALD, L. P. 0.05% of their portfolio NEW YORK, NY 316,000316.0k $1.9m $1.9m 0.05% Added +141.9k +141,883
24 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 298,243298.2k $1.7m $1.7m 0.00% Added +21.0k +20,954
25 UBS Group AG 0.00% of their portfolio ZURICH, V8 294,868294.9k $1.7m $1.7m 0.00% Added +168.5k +168,492
26 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 290,411290.4k $1.7m $1.7m 0.00% Reduced -6.3k -6,346
27 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 211,839211.8k $1.2m $1.2m 0.00% Reduced -71.7k -71,735
28 Quinn Opportunity Partners LLC 0.09% of their portfolio CHARLOTTESVILLE, VA 171,306171.3k $1.0m $1.0m 0.09% Unchanged
29 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 152,819152.8k $895.5k $895.5k 0.00% Reduced -38.5k -38,503
30 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 148,153148.2k $868.2k $868.2k 0.00% Added +30.8k +30,802
31 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 147,236147.2k $862.8k $862.8k 0.00% Reduced -28.1k -28,119
32 THOMPSON SIEGEL & WALMSLEY LLC 0.01% of their portfolio RICHMOND, VA 127,045127.0k $744.0k $744.0k 0.01% Reduced -15.0k -15,000
33 Perpetual Ltd 0.01% of their portfolio SYDNEY, NEW SOUTH WALES, C3 127,045127.0k $744.5k $744.5k 0.01% Reduced -15.1k -15,141
34 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 98,08598.1k $574.8k $574.8k 0.00% Reduced -782 -782
35 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 97,49297.5k $571.3k $571.3k 0.00% Added +2.4k +2,357
36 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 94,60094.6k $554.4k $554.4k 0.00% Reduced -28.8k -28,806
37 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 88,85588.9k $520.7k $520.7k 0.00% Reduced -19.5k -19,526
38 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 86,14186.1k $504.8k $504.8k 0.00% Reduced -8.0k -7,991
39 Public Sector Pension Investment Board 0.00% of their portfolio MONTREAL, A8 75,95676.0k $445.1k $445.1k 0.00% Unchanged
40 Schonfeld Strategic Advisors LLC 0.00% of their portfolio NEW YORK, NY 69,45169.5k $407.0k $407.0k 0.00% Added +53.2k +53,188
41 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 64,92564.9k $380.5k $380.5k 0.00% Reduced -2.1k -2,133
42 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 61,97762.0k $363.2k $363.2k 0.00% Added +20.0k +20,019
43 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 60,15060.1k $352.5k $352.5k 0.00% Reduced -2.6k -2,600
44 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio HOUSTON, TX 57,80057.8k $338.7k $338.7k 0.01% Added +5.8k +5,800
45 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 54,51154.5k $319.4k $319.4k 0.00% Added +157 +157
46 FNY Investment Advisers, LLC 0.10% of their portfolio NEW YORK, NY 41,71341.7k $244.0k $244.0k 0.10% Added +17.2k +17,208
47 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 37,87037.9k $221.9k $221.9k 0.00% Added +12.5k +12,500
48 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 37,15137.2k $217.7k $217.7k 0.00% Added +11.9k +11,854
49 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 34,75334.8k $203.7k $203.7k 0.00% Added +20.6k +20,624
50 Interval Partners, LP 0.00% of their portfolio NEW YORK, NY 33,73333.7k $197.7k $197.7k 0.00% Reduced -31.7k -31,694
51 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 31,36231.4k $183.8k $183.8k 0.00% Reduced -923 -923
52 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 31,21231.2k $182.9k $182.9k 0.00% Added +25.4k +25,364
53 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio COLUMBUS, OH 31,06131.1k $182.0k $182.0k 0.00% Reduced -827 -827
54 IEQ CAPITAL, LLC 0.00% of their portfolio Foster City, CA 29,89229.9k $175.2k $175.2k 0.00% Reduced -4.3k -4,259
55 ALGERT GLOBAL LLC 0.00% of their portfolio SAN FRANCISCO, CA 24,06224.1k $141.0k $141.0k 0.00% Reduced -5.0k -5,050
56 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 24,00024.0k $140.6k $140.6k 0.00% New
57 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 23,67523.7k $138.7k $138.7k 0.00% Added +1.2k +1,153
58 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 22,68022.7k $132.9k $132.9k 0.00% Added +16.9k +16,929
59 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 20,17120.2k $118.2k $118.2k 0.00% Reduced -1.8k -1,793
60 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 19,86219.9k $116.4k $116.4k 0.00% Reduced -206 -206
61 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 19,80619.8k $116.0k $116.0k 0.00% Added +16.9k +16,852
62 GSA CAPITAL PARTNERS LLP 0.01% of their portfolio LONDON, X0 19,18019.2k $112.0k $112.0k 0.01% New
63 INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio WEST PALM BEACH, FL 17,84717.8k $104.6k $104.6k 0.00% Reduced -6.9k -6,914
64 Brandywine Global Investment Management, LLC 0.00% of their portfolio PHILADELPHIA, PA 16,85016.9k $98.7k $98.7k 0.00% New
65 CWM, LLC 0.00% of their portfolio OMAHA, NE 16,23916.2k $95.0k $95.0k 0.00% Reduced -4.7k -4,663
66 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 15,68115.7k $91.9k $91.9k 0.00% Reduced -5.5k -5,524
67 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 14,15014.2k $82.9k $82.9k 0.00% Added +87 +87
68 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 13,78913.8k $80.8k $80.8k 0.00% Reduced -12.5k -12,502
69 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 13,21113.2k $77.4k $77.4k 0.00% Added +4.0k +3,971
70 Sowell Financial Services LLC 0.00% of their portfolio NORTH LITTLE ROCK, AR 13,00013.0k $76.2k $76.2k 0.00% Unchanged
71 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 12,42012.4k $70.0k $70.0k 0.00% Reduced -2.8k -2,815
72 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 10,98911.0k $64.4k $64.4k 0.00% Unchanged
73 VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio ATLANTA, GA 10,85110.9k $63.6k $63.6k 0.00% New
74 Quadrature Capital Ltd 0.00% of their portfolio LONDON, X0 10,70610.7k $62.7k $62.7k 0.00% Added +56 +56
75 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 10,69210.7k $62.7k $62.7k 0.00% Unchanged
76 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio TALLAHASSEE, FL 10,56910.6k $61.9k $61.9k 0.00% Unchanged
77 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 10,49310.5k $61.5k $61.5k 0.00% New
78 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 8,9128.9k $52.2k $52.2k 0.00% Unchanged
79 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 7,6077.6k $44.6k $44.6k 0.00% Unchanged
80 FMR LLC 0.00% of their portfolio BOSTON, MA 7,4737.5k $43.8k $43.8k 0.00% Added +1.5k +1,527
81 PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.00% of their portfolio DENVER, CO 6,9547.0k $41.0k $41.0k 0.00% Unchanged
82 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 4,2604.3k $25.0k $25.0k 0.00% Added +1.8k +1,811
83 GROUP ONE TRADING LLC 0.00% of their portfolio CHICAGO, IL 4,0724.1k $23.9k $23.9k 0.00% Reduced -2.1k -2,087
84 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 3,6803.7k $21.6k $21.6k 0.00% Unchanged
85 Legal & General Group Plc 0.00% of their portfolio London, X0 3,4733.5k $20.4k $20.4k 0.00% Unchanged
86 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 2,7792.8k $16.3k $16.3k 0.00% Added +2.6k +2,588
87 Brooklyn Investment Group 0.00% of their portfolio NEW YORK, NY 2,7232.7k $16.0k $16.0k 0.00% Reduced -1.7k -1,747
88 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 2,6162.6k $15.3k $15.3k 0.00% New
89 American Capital Advisory, LLC 0.00% of their portfolio KETCHUM, ID 1,6001.6k $9.4k $9.4k 0.00% New
90 Versant Capital Management, Inc 0.00% of their portfolio PHOENIX, AZ 1,5681.6k $9.2k $9.2k 0.00% Added +1.5k +1,491
91 AMALGAMATED BANK 0.00% of their portfolio NEW YORK, NY 1,2621.3k $7.0k $7.0k 0.00% Unchanged
92 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,1081.1k $6.5k $6.5k 0.00% Added +136 +136
93 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 1,0591.1k $6.2k $6.2k 0.00% Added +412 +412
94 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 975975 $5.7k $5.7k 0.00% Added +607 +607
95 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 834834 $4.9k $4.9k 0.00% Added +652 +652
96 Blue Trust, Inc. 0.00% of their portfolio BRENTWOOD, TN 681681 $4.0k $4.0k 0.00% Added +49 +49
97 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 646646 $3.8k $3.8k 0.00% Added +405 +405
98 HARBOR CAPITAL ADVISORS, INC. 0.00% of their portfolio CHICAGO, IL 501501 $3.0k $3.0k 0.00% Added +240 +240
99 Fortitude Family Office, LLC 0.00% of their portfolio SCOTTSDALE, AZ 326326 $1.9k $1.9k 0.00% New
100 LRI Investments, LLC 0.00% of their portfolio PALM BEACH GARDENS, FL 236236 $1.4k $1.4k 0.00% Unchanged