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RBC Bearings

Name Holding Trade Value Shares
Change
Change in
Stake
TCWA
351
Turtle Creek Wealth Advisors
Texas
$366K +$346K +816 New
PA
352
Parallel Advisors
California
$362K -$231K -545 -40%
PCS
353
Personal CFO Solutions
New Jersey
$361K -$4.66K -11 -1%
BAMG
354
Brand Asset Management Group
Missouri
$354K +$67.8K +160 +25%
IFWM
355
Institute for Wealth Management
Colorado
$351K
KBC Group
356
KBC Group
Belgium
$347K
AFG
357
Atomi Financial Group
New York
$335K +$41.9K +99 +15%
SO
358
STRS Ohio
Ohio
$333K +$423 +1 +0.1%
MIM
359
Marco Investment Management
Georgia
$332K
FFM
360
Forum Financial Management
Illinois
$331K
WWM
361
Whalen Wealth Management
Nevada
$330K +$312K +737 New
YIA
362
YHB Investment Advisors
Connecticut
$325K -$10.2K -24 -3%
WAM
363
Weatherly Asset Management
California
$324K
MYAM
364
Meiji Yasuda Asset Management
Japan
$324K -$3.39K -8 -1%
MYIA
365
Mount Yale Investment Advisors
Colorado
$323K -$89.4K -211 -23%
P
366
Palladiem
Pennsylvania
$322K +$301K +711 New
PWG
367
Portside Wealth Group
Utah
$321K -$102K -242 -25%
SAM
368
Smartleaf Asset Management
Massachusetts
$319K +$39.8K +94 +15%
PA
369
Profund Advisors
Maryland
$315K -$13.1K -31 -4%
NAM
370
NorthCrest Asset Manangement
Minnesota
$314K +$288K +681 New
Northwestern Mutual Wealth Management
371
Northwestern Mutual Wealth Management
Wisconsin
$313K +$98.2K +232 +50%
EIP
372
Essential Investment Partners
Colorado
$300K +$284K +670 New
DWM
373
Dakota Wealth Management
Florida
$296K +$279K +659 New
WPC
374
Wedmont Private Capital
Pennsylvania
$293K +$2.96K +7 +1%
AB
375
ANB Bank
Colorado
$291K -$10.6K -25 -4%