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White Mtns INS Group LTD (WTM)

CUSIP: G9618E107 | 995 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Dimensional Fund Advisors LP160,597
0.1% of portfolio›$322.2M
Cooke & Bieler LP87,203
2.8% of portfolio›$175.0M
Reinhart Partners, Llc.43,959
2.1% of portfolio›$88.2M
Mraz, Amerine & Associates, Inc.22,147
6.9% of portfolio›$44.4M
Allspring Global Investments Holdings, LLC20,229
0.1% of portfolio›$40.7M
Bank of New York Mellon Corp7,468
0.0% of portfolio›$15.0M
Thompson Siegel & Walmsley LLC7,224
0.0% of portfolio›$14.5K
Williams Jones Wealth Management, Llc.5,193
0.1% of portfolio›$10.4M
Creative Planning4,108
0.0% of portfolio›$8.2M
LEE Danner & Bass Inc3,253
0.4% of portfolio›$6.5M
Triad Investment Management2,416
6.4% of portfolio›$4.8M
Robeco Institutional Asset Management B.V.2,173
0.0% of portfolio›$4.4M
Davenport & Co LLC2,097
0.0% of portfolio›$4.2M
Parsons Capital Management Inc1,867
0.2% of portfolio›$3.7M
Oppenheimer Asset Management Inc.1,475
0.0% of portfolio›$3.0M
AGF Management LTD1,434
0.0% of portfolio›$2.9M
Leuthold Group, LLC1,251
0.2% of portfolio›$2.5M
Citigroup Inc1,233
0.0% of portfolio›$2.5M
Harbor Capital Advisors, Inc.1,212
0.0% of portfolio›$2.4K
1834 Investment Advisors Co1,176
0.3% of portfolio›$2.4M
Pecaut & Co.1,142
0.7% of portfolio›$2.3M
Midwest Professional Planners, Ltd.1,115
0.4% of portfolio›$2.2M
Autumn Glory Partners, LLC1,080
0.6% of portfolio›$2.2M
Ethic Inc.1,065
0.0% of portfolio›$2.1M
AlphaCore Capital LLC1,029
0.0% of portfolio›$2.1M
Diversified Management Inc1,021
0.4% of portfolio›$2.0M
Virginia Retirement Systems ET Al990
0.0% of portfolio›$2.0M
State of New Jersey Common Pension Fund D863
0.0% of portfolio›$1.7M
Private Management Group Inc790
0.0% of portfolio›$1.6M
Nisa Investment Advisors, LLC770
0.0% of portfolio›$1.5M
Farther Finance Advisors, LLC723
0.0% of portfolio›$1.5M
Truist Financial Corp716
0.0% of portfolio›$1.4M
Achmea Investment Management B.V.716
0.0% of portfolio›$1.4M
Wealth Enhancement Advisory Services, LLC692
0.0% of portfolio›$1.2M
Arizona State Retirement System679
0.0% of portfolio›$1.4M
ABN Amro Investment Solutions665
0.0% of portfolio›$1.3M
Avior Wealth Management, LLC619
0.0% of portfolio›$1.2M
Park Avenue Securities LLC600
0.0% of portfolio›$1.2K
Chicago Partners Investment Group LLC592
0.0% of portfolio›$1.3M
B.O.S.S. Retirement Advisors, LLC533
0.3% of portfolio›$1.1M
Lexington Hill Partners, LLC520
0.5% of portfolio›$1.0M
Regions Financial Corp517
0.0% of portfolio›$1.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management502
0.0% of portfolio›$1.0M
Sendero Wealth Management, LLC481
0.1% of portfolio›$965.1K
Legacy Advisors, LLC448
0.1% of portfolio›$898.9K
Pictet Asset Management Holding SA410
0.0% of portfolio›$822.7K
MPS Loria Financial Planners, LLC383
0.1% of portfolio›$768.5K
US Bancorp \de\365
0.0% of portfolio›$732.4K
Atria Investments, Inc357
0.0% of portfolio›$716.6K
Bryant Woods Investment Advisors, LLC340
0.2% of portfolio›$682.2K
American Capital Advisory, LLC338
0.2% of portfolio›$678.2K
Legacy Wealth Asset Management, LLC329
0.1% of portfolio›$660.1K
Choreo, LLC300
0.0% of portfolio›$601.9K
Gamma Investing LLC289
0.0% of portfolio›$579.9K
Summit Wealth Group LLC / Co282
0.0% of portfolio›$565.8K
Parkway Wealth Management Group, LLC282
0.1% of portfolio›$565.8K
Essex Bank275
0.1% of portfolio›$551.8K
Equitable Trust Co242
0.0% of portfolio›$485.6K
Shotwell Rutter Baer Inc231
0.3% of portfolio›$463.5K
Wedbush Securities Inc226
0.0% of portfolio›$453
Wilmington Savings Fund Society, FSB210
0.0% of portfolio›$421.4K
Sage Investment Counsel LLC200
0.4% of portfolio›$401.3K
Folger Nolan Fleming Douglas Capital Management, Inc199
0.0% of portfolio›$399.3K
MGO One Seven LLC193
0.0% of portfolio›$386.9K
Brown Miller Wealth Management, LLC190
0.1% of portfolio›$381.2K
Frank, Rimerman Advisors LLC177
0.0% of portfolio›$355.1K
Swiss Life Asset Management Ltd175
0.0% of portfolio›$351.1K
Xponance LLC170
0.0% of portfolio›$341.1K
Kestra Advisory Services, LLC166
0.0% of portfolio›$333.6K
Sagespring Wealth Partners, LLC165
0.0% of portfolio›$330.4K
Evergreen Capital Management LLC162
0.0% of portfolio›$325.1K
HB Wealth Management, LLC158
0.0% of portfolio›$303.0K
Riverwater Partners LLC158
0.1% of portfolio›$317.0K
Amalgamated Bank144
0.0% of portfolio›$289
Chapman Investment Management, LLC143
0.2% of portfolio›$286.9K
HUB Investment Partners, LLC141
0.0% of portfolio›$282.9K
Crestwood Advisors Group, LLC134
0.0% of portfolio›$268.9K
Pinnacle Associates LTD130
0.0% of portfolio›$260.8K
Quadrant Capital Group LLC128
0.0% of portfolio›$267.9K
Columbia Asset Management125
0.0% of portfolio›$250.8K
Commonwealth Equity Services, LLC120
0.0% of portfolio›$240.8K
Perigon Wealth Management, LLC116
0.0% of portfolio›$232.8K
Eagle Bay Advisors LLC115
0.2% of portfolio›$230.7K
Gibbs Wealth Management110
0.0% of portfolio›$220.7K
NovaPoint Capital, LLC100
0.0% of portfolio›$200.6K
Eastern Bank100
0.0% of portfolio›$200.6K
Citadel Investment Advisory, Inc.100
0.1% of portfolio›$200.0K
Baldwin Wealth Partners LLC100
0.0% of portfolio›$200.6K
Chicago Trust Co NA100
0.0% of portfolio›$200.6K
Signaturefd, LLC100
0.0% of portfolio›$200.6K
NorthCrest Asset Manangement, LLC99
0.0% of portfolio›$203.9K
Strs Ohio91
0.0% of portfolio›$182.6K
State of Wyoming89
0.0% of portfolio›$178.6K
Larson Financial Group LLC76
0.0% of portfolio›$152.5K
KBC Group NV72
0.0% of portfolio›$144
Sterling Capital Management LLC70
0.0% of portfolio›$140.5K
Blue Trust, Inc.65
0.0% of portfolio›$130.4K
Steph & Co56
0.0% of portfolio›$112.4K
Covestor Ltd54
0.0% of portfolio›$110
Bayforest Capital Ltd51
0.2% of portfolio›$102.3K
Parallel Advisors, LLC49
0.0% of portfolio›$98.3K
Valley National Advisers Inc40
0.0% of portfolio›$80.3K
Davis Capital Management37
0.0% of portfolio›$74.2K
Versant Capital Management, Inc35
0.0% of portfolio›$70.2K
WPG Advisers, LLC23
0.0% of portfolio›$46.1K
Fortitude Family Office, LLC21
0.0% of portfolio›$42.1K
Caitong International Asset Management Co., Ltd20
0.0% of portfolio›$40.1K
Reyes Financial Architecture, Inc.20
0.0% of portfolio›$40.1K
Fifth Third Bancorp20
0.0% of portfolio›$40.1K
Farmers & Merchants Investments Inc17
0.0% of portfolio›$34.1K
Gables Capital Management Inc.15
0.0% of portfolio›$30.1K
SJS Investment Consulting Inc.15
0.0% of portfolio›$30.1K
Capital Advisors, Ltd. LLC14
0.0% of portfolio›$28
Private Trust Co NA14
0.0% of portfolio›$28.1K
First Command Advisory Services, Inc.13
0.0% of portfolio›$26.1K
TD Private Client Wealth LLC11
0.0% of portfolio›$22.1K
Bfsg, LLC9
0.0% of portfolio›$18.1K
Mitsubishi UFJ Asset Management Co., Ltd.9
0.0% of portfolio›$18.1K
Bell Investment Advisors, Inc8
0.0% of portfolio›$16.1K
Mather Group, Llc.7
0.0% of portfolio›$14.0K
Signature Equity Partners, LLC7
0.0% of portfolio›$14.0K
1620 Investment Advisors, Inc.6
0.0% of portfolio›$12.0K
JFS Wealth Advisors, LLC6
0.0% of portfolio›$12.0K
Central Trust Co6
0.0% of portfolio›$12.0K
Elevation Wealth Partners, LLC4
0.0% of portfolio›$8.0K
Assetmark, Inc4
0.0% of portfolio›$8.0K
Pinnacle Wealth Planning Services, Inc.4
0.0% of portfolio›$8.0K
Pension & Wealth Management Advisors, Inc.4
0.0% of portfolio›$8.0K
EverSource Wealth Advisors, LLC3
0.0% of portfolio›$6.0K
True Wealth Design, LLC3
0.0% of portfolio›$6.0K
Trust Co of Vermont3
0.0% of portfolio›$6.0K
MV Capital Management, Inc.3
0.0% of portfolio›$6.0K
Hughes Financial Services, LLC2
0.0% of portfolio›$4.5K
Root Financial Partners, LLC2
0.0% of portfolio›$4.0K
Marquette Asset Management, LLC2
0.0% of portfolio›$4.0K
Creative Capital Management Investments LLC2
0.0% of portfolio›$4.0K
IFP Advisors, Inc2
0.0% of portfolio›$4.0K
Private Wealth Management Group, LLC2
0.0% of portfolio›$4.0K
GoalVest Advisory LLC1
0.0% of portfolio›$2.0K
Burk Holdings LLC1
0.0% of portfolio›$2.0K
Financial Network Wealth Advisors LLC1
0.0% of portfolio›$2.0K
Elyxium Wealth, LLC1
0.0% of portfolio›$2.0K
Financial Consulate, Inc1
0.0% of portfolio›$2.0K
Ascentis Wealth Management, LLC1
0.0% of portfolio›$2.0K
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
160,597$322.2M0.1%IndexLowAustin, TX2026-11-04
Cooke & Bieler LP
87,203$175.0M2.8%Deep ValueMediumPhiladelphia, PA2026-10-21
Reinhart Partners, Llc.
43,959$88.2M2.1%ValueMediumMequon, WI2026-10-09
Mraz, Amerine & Associates, Inc.
22,147$44.4M6.9%Deep ValueLowModesto, CA2026-10-30
Allspring Global Investments Holdings, LLC
20,229$40.7M0.1%CoreMediumCharlotte, NC2026-11-04
Bank of New York Mellon Corp
7,468$15.0M0.0%CoreLowNew York, NY2026-11-05
Thompson Siegel & Walmsley LLC
7,224$14.5K0.0%Deep ValueMediumRichmond, VA2026-11-05
Williams Jones Wealth Management, Llc.
5,193$10.4M0.1%GrowthLowNew York, NY2026-11-05
Creative Planning
4,108$8.2M0.0%IndexVery LowOverland Park, KS2026-11-02
LEE Danner & Bass Inc
3,253$6.5M0.4%ValueVery LowNashville, TN2026-10-27
Triad Investment Management
2,416$4.8M6.4%Deep ValueMediumNewport Beach, CA2026-10-13
Robeco Institutional Asset Management B.V.
2,173$4.4M0.0%CoreMediumRotterdam, Philippines2026-10-20
Davenport & Co LLC
2,097$4.2M0.0%CoreMediumRichmond, VA2026-10-14
Parsons Capital Management Inc
1,867$3.7M0.2%CoreLowProvidence, RI2026-10-28
Oppenheimer Asset Management Inc.
1,475$3.0M0.0%CoreMediumNew York, NY2026-10-27
AGF Management LTD
1,434$2.9M0.0%GrowthHighToronto, Australia2026-11-03
Leuthold Group, LLC
1,251$2.5M0.2%ValueMediumMinneapolis, MN2026-11-04
Citigroup Inc
1,233$2.5M0.0%CoreMediumNew York, NY2026-11-04
Harbor Capital Advisors, Inc.
1,212$2.4K0.0%ValueHighChicago, IL2026-10-22
1834 Investment Advisors Co
1,176$2.4M0.3%ValueLowMilwaukee, WI2026-10-16
Pecaut & Co.
1,142$2.3M0.7%ETFLowSioux City, IA2026-10-27
Midwest Professional Planners, Ltd.
1,115$2.2M0.4%GrowthMediumWausau, WI2026-10-29
Autumn Glory Partners, LLC
1,080$2.2M0.6%CoreMediumDallas, TX2026-10-26
Ethic Inc.
1,065$2.1M0.0%CoreLowNew York, NY2026-11-03
AlphaCore Capital LLC
1,029$2.1M0.0%ETFLowLa Jolla, CA2026-11-04
Diversified Management Inc
1,021$2.0M0.4%CoreVery LowMilwaukee, WI2026-10-08
Virginia Retirement Systems ET Al
990$2.0M0.0%CoreMediumRichmond, VA2026-10-28
State of New Jersey Common Pension Fund D
863$1.7M0.0%CoreLowTrenton, NJ2026-11-05
Private Management Group Inc
790$1.6M0.0%YieldLowIrvine, CA2026-11-04
Nisa Investment Advisors, LLC
770$1.5M0.0%IndexVery LowSt. Louis, MO2026-10-20
Farther Finance Advisors, LLC
723$1.5M0.0%IndexLowSan Francisco, CA2026-10-08
Truist Financial Corp
716$1.4M0.0%CoreLowCharlotte, NC2026-10-30
Achmea Investment Management B.V.
716$1.4M0.0%CoreMediumZeist, Philippines2026-10-30
Wealth Enhancement Advisory Services, LLC
692$1.2M0.0%CoreLowPlymouth, MN2026-10-13
Arizona State Retirement System
679$1.4M0.0%IndexVery LowPhoenix, AZ2026-11-03
ABN Amro Investment Solutions
665$1.3M0.0%GrowthLowParis Cedex 008, India2026-10-21
Avior Wealth Management, LLC
619$1.2M0.0%ETFMediumOmaha, NE2026-10-13
Park Avenue Securities LLC
600$1.2K0.0%ETFMediumNew York, NY2026-10-26
Chicago Partners Investment Group LLC
592$1.3M0.0%GARPLowChicago, IL2026-10-27
B.O.S.S. Retirement Advisors, LLC
533$1.1M0.3%ETFMediumLehi, UT2026-10-26
Lexington Hill Partners, LLC
520$1.0M0.5%ETFLowDallas, TX2026-10-13
Regions Financial Corp
517$1.0M0.0%CoreLowBirmingham, AL2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
502$1.0M0.0%GrowthVery LowSeattle, WA2026-10-27
Sendero Wealth Management, LLC
481$965.1K0.1%GARPLowSan Antonio, TX2026-10-14
Legacy Advisors, LLC
448$898.9K0.1%ETFLowPlymouth Meeting, PA2026-10-19
Pictet Asset Management Holding SA
410$822.7K0.0%GrowthMediumCarouge, Switzerland2026-11-03
MPS Loria Financial Planners, LLC
383$768.5K0.1%ETFVery LowBurr Ridge, IL2026-10-14
US Bancorp \de\
365$732.4K0.0%IndexLowMinneapolis, MN2026-11-05
Atria Investments, Inc
357$716.6K0.0%CoreMediumCharlotte, NC2026-10-15
Bryant Woods Investment Advisors, LLC
340$682.2K0.2%ETFLowGetzville, NY2026-10-26
American Capital Advisory, LLC
338$678.2K0.2%ETFLowKetchum, ID2026-10-28
Legacy Wealth Asset Management, LLC
329$660.1K0.1%GARPMediumWoodbury, MN2026-10-09
Choreo, LLC
300$601.9K0.0%IndexLowRockford, IL2026-10-28
Gamma Investing LLC
289$579.9K0.0%IndexVery LowFoster City, CA2026-10-08
Summit Wealth Group LLC / Co
282$565.8K0.0%ETFHighColorado Springs, CO2026-10-29
Parkway Wealth Management Group, LLC
282$565.8K0.1%ETFHighPlano, TX2026-10-20
Essex Bank
275$551.8K0.1%CoreLowEssex, CT2026-10-16
Equitable Trust Co
242$485.6K0.0%CoreLowNashville, TN2026-10-13
Shotwell Rutter Baer Inc
231$463.5K0.3%ETFVery LowLansing, MI2026-10-14
Wedbush Securities Inc
226$4530.0%CoreLowPasadena, CA2026-10-22
Wilmington Savings Fund Society, FSB
210$421.4K0.0%CoreLowWilmington, DE2026-10-23
Sage Investment Counsel LLC
200$401.3K0.4%ValueMediumFranklin, TN2026-10-26
Folger Nolan Fleming Douglas Capital Management, Inc
199$399.3K0.0%CoreLowWashington, DC2026-10-13
MGO One Seven LLC
193$386.9K0.0%GrowthLowBeachwood, OH2026-10-28
Brown Miller Wealth Management, LLC
190$381.2K0.1%GrowthLowMclean, VA2026-11-02
Frank, Rimerman Advisors LLC
177$355.1K0.0%GrowthLowPalo Alto, CA2026-10-16
Swiss Life Asset Management Ltd
175$351.1K0.0%CoreLowZurich, Switzerland2026-11-03
Xponance LLC
170$341.1K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Kestra Advisory Services, LLC
166$333.6K0.0%CoreLowAustin, TX2026-11-02
Sagespring Wealth Partners, LLC
165$330.4K0.0%ETFLowFranklin, TN2026-10-22
Evergreen Capital Management LLC
162$325.1K0.0%GARPMediumBellevue, WA2026-10-23
HB Wealth Management, LLC
158$303.0K0.0%IndexVery LowAtlanta, GA2026-10-23
Riverwater Partners LLC
158$317.0K0.1%ValueMediumMilwaukee, WI2026-11-03
Amalgamated Bank
144$2890.0%CoreVery LowNew York, NY2026-10-23
Chapman Investment Management, LLC
143$286.9K0.2%GrowthVery LowSan Anselmo, CA2026-11-03
HUB Investment Partners, LLC
141$282.9K0.0%GrowthLowAustin, TX2026-11-03
Crestwood Advisors Group, LLC
134$268.9K0.0%GrowthLowBoston, MA2026-10-27
Pinnacle Associates LTD
130$260.8K0.0%CoreLowNew York, NY2026-10-20
Quadrant Capital Group LLC
128$267.9K0.0%CoreLowCincinnati, OH2026-10-20
Columbia Asset Management
125$250.8K0.0%CoreLowAnn Arbor, MI2026-10-19
Commonwealth Equity Services, LLC
120$240.8K0.0%ETFLowWaltham, MA2026-11-02
Perigon Wealth Management, LLC
116$232.8K0.0%GrowthLowSan Francisco, CA2026-10-22
Eagle Bay Advisors LLC
115$230.7K0.2%GrowthMediumNew York, NY2026-10-16
Gibbs Wealth Management
110$220.7K0.0%CoreLowAlpharetta, GA2026-10-22
NovaPoint Capital, LLC
100$200.6K0.0%CoreLowAtlanta, GA2026-10-22
Eastern Bank
100$200.6K0.0%GrowthMediumBoston, MA2026-10-05
Citadel Investment Advisory, Inc.
100$200.0K0.1%ValueVery LowChesterland, OH2026-10-15
Baldwin Wealth Partners LLC
100$200.6K0.0%GrowthLowMarion, MA2026-10-13
Chicago Trust Co NA
100$200.6K0.0%CoreLowGrayslake, IL2026-10-28
Signaturefd, LLC
100$200.6K0.0%IndexLowAtlanta, GA2026-10-23
NorthCrest Asset Manangement, LLC
99$203.9K0.0%GrowthLowPlymouth, MN2026-10-13
Strs Ohio
91$182.6K0.0%CoreMediumColumbus, OH2026-10-30
State of Wyoming
89$178.6K0.0%ValueHighCheyenne, WY2026-10-28
Larson Financial Group LLC
76$152.5K0.0%GrowthLowSt Louis, MO2026-11-05
KBC Group NV
72$1440.0%CoreMediumBrussels, Czech Republic2026-10-22
Sterling Capital Management LLC
70$140.5K0.0%GARPMediumCharlotte, NC2026-10-22
Blue Trust, Inc.
65$130.4K0.0%ETFLowBrentwood, TN2026-10-15
Steph & Co
56$112.4K0.0%ETFLowMarinette, WI2026-10-07
Covestor Ltd
54$1100.0%ValueHighLondon, United Kingdom2026-10-30
Bayforest Capital Ltd
51$102.3K0.2%Deep ValueVery HighLondon, United Kingdom2026-11-03
Parallel Advisors, LLC
49$98.3K0.0%IndexLowSan Francisco, CA2026-11-03
Valley National Advisers Inc
40$80.3K0.0%ETFLowBethlehem, PA2026-10-23
Davis Capital Management
37$74.2K0.0%CoreLowJacksonville, FL2026-10-08
Versant Capital Management, Inc
35$70.2K0.0%GARPLowPhoenix, AZ2026-10-02
WPG Advisers, LLC
23$46.1K0.0%CoreLowBaltimore, MD2026-10-27
Fortitude Family Office, LLC
21$42.1K0.0%ETFMediumScottsdale, AZ2026-10-14
Caitong International Asset Management Co., Ltd
20$40.1K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Reyes Financial Architecture, Inc.
20$40.1K0.0%ETFVery HighSan Diego, CA2026-10-22
Fifth Third Bancorp
20$40.1K0.0%IndexVery LowCincinnati, OH2026-11-05
Farmers & Merchants Investments Inc
17$34.1K0.0%CoreVery LowLincoln, NE2026-10-22
Gables Capital Management Inc.
15$30.1K0.0%GrowthVery LowMiami, FL2026-11-04
SJS Investment Consulting Inc.
15$30.1K0.0%ETFVery LowSylvania, OH2026-10-26
Capital Advisors, Ltd. LLC
14$280.0%ETFLowShaker Heights, OH2026-10-27
Private Trust Co NA
14$28.1K0.0%CoreLowCleveland, OH2026-10-20
First Command Advisory Services, Inc.
13$26.1K0.0%IndexLowFort Worth, TX2026-11-05
TD Private Client Wealth LLC
11$22.1K0.0%ETFLowNew York, NY2026-10-28
Bfsg, LLC
9$18.1K0.0%CoreLowIrvine, CA2026-10-30
Mitsubishi UFJ Asset Management Co., Ltd.
9$18.1K0.0%IndexVery LowTokyo, Mexico2026-11-05
Bell Investment Advisors, Inc
8$16.1K0.0%ETFVery LowOrinda, CA2026-10-29
Mather Group, Llc.
7$14.0K0.0%ETFMediumChicago, IL2026-10-14
Signature Equity Partners, LLC
7$14.0K0.0%GrowthMediumColumbus, OH2026-10-29
1620 Investment Advisors, Inc.
6$12.0K0.0%ValueLowPlymouth, MA2026-11-04
JFS Wealth Advisors, LLC
6$12.0K0.0%ETFVery LowHermitage, PA2026-11-03
Central Trust Co
6$12.0K0.0%CoreLowJefferson City, MO2026-11-05
Elevation Wealth Partners, LLC
4$8.0K0.0%ETFLowWalnut Creek, CA2026-10-07
Assetmark, Inc
4$8.0K0.0%ETFLowConcord, CA2026-10-21
Pinnacle Wealth Planning Services, Inc.
4$8.0K0.0%GARPLowMansfield, OH2026-10-27
Pension & Wealth Management Advisors, Inc.
4$8.0K0.0%ETFLowWaltham, MA2026-10-16
EverSource Wealth Advisors, LLC
3$6.0K0.0%CoreMediumBirmingham, AL2026-11-04
True Wealth Design, LLC
3$6.0K0.0%ETFMediumAkron, OH2026-10-13
Trust Co of Vermont
3$6.0K0.0%CoreVery LowBrattleboro, VT2026-10-21
MV Capital Management, Inc.
3$6.0K0.0%ETFLowBethesda, MD2026-10-29
Hughes Financial Services, LLC
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IFP Advisors, Inc
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Private Wealth Management Group, LLC
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