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RLI Corp
RLI

Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
376
North Star Investment Management
Illinois
$3.13K +$2.84K +53 New
TPCW
377
TD Private Client Wealth
New York
$2.89K +$2.63K +49 New
TCM
378
TD Capital Management
Tennessee
$2.37K +$107 +2 +5%
GFA
379
Godfrey Financial Associates
New York
$2.36K – – –
TC
380
Truvestments Capital
Florida
$2.36K – – –
APFP
381
Action Point Financial Planning
Michigan
$2.36K +$2.2K +41 New
SAM
382
Smartleaf Asset Management
Massachusetts
$2.28K – – –
CPG
383
Cornerstone Planning Group
New Jersey
$2.25K +$859 +16 +73%
CFM
384
Cornerstone Financial Management
Massachusetts
$2.13K +$644 +12 +50%
MNA
385
Manning & Napier Advisors
New York
$2.1K +$1.93K +36 New
MAS
386
MPWM Advisory Solutions
Georgia
$2.01K – – –
PWA
387
Principia Wealth Advisory
Texas
$2.01K +$1.61K +30 +750%
AW
388
Avion Wealth
Texas
$2K +$644 +12 +50%
FAM
389
Fulcrum Asset Management
United Kingdom
$1.99K +$1.82K +34 New
MCM
390
MV Capital Management
Maryland
$1.95K +$1.77K +33 New
WA
391
WPG Advisers
Maryland
$1.83K +$537 +10 +48%
HI
392
Horizon Investments
North Carolina
$1.71K +$1.13K +21 +263%
SIM
393
Synergy Investment Management
Florida
$1.71K +$1.4K +26 New
JWA
394
JFS Wealth Advisors
Pennsylvania
$1.65K -$537 -10 -26%
TFA
395
Transamerica Financial Advisors
Florida
$1.42K +$1.29K +24 New
RWS
396
Retirement Wealth Solutions
Wisconsin
$1.24K -$161 -3 -13%
RWM
397
Rialto Wealth Management
New York
$1.18K +$268 +5 +33%
CAM
398
Chesapeake Asset Management
New York
$1.18K – – –
CFO
399
CVA Family Office
Colorado
$945 -$3.86K -72 -82%
AG
400
AmeriFlex Group
Nevada
$945 +$859 +16 New
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16
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