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RLI Corp
RLI

Name Holding Trade Value Shares
Change 		Change in
Stake
EF
376
Entrust Financial
Pennsylvania
$3.54K – – –
NSIM
377
North Star Investment Management
Illinois
$3.13K +$2.84K +53 New
TPCW
378
TD Private Client Wealth
New York
$2.89K +$2.63K +49 New
TCM
379
TD Capital Management
Tennessee
$2.37K +$107 +2 +5%
GFA
380
Godfrey Financial Associates
New York
$2.36K – – –
TC
381
Truvestments Capital
Florida
$2.36K – – –
APFP
382
Action Point Financial Planning
Michigan
$2.36K +$2.2K +41 New
SAM
383
Smartleaf Asset Management
Massachusetts
$2.28K – – –
CPG
384
Cornerstone Planning Group
New Jersey
$2.25K +$859 +16 +73%
CFM
385
Cornerstone Financial Management
Massachusetts
$2.13K +$644 +12 +50%
MNA
386
Manning & Napier Advisors
New York
$2.1K +$1.93K +36 New
MAS
387
MPWM Advisory Solutions
Georgia
$2.01K – – –
PWA
388
Principia Wealth Advisory
Texas
$2.01K +$1.61K +30 +750%
AW
389
Avion Wealth
Texas
$2K +$644 +12 +50%
FAM
390
Fulcrum Asset Management
United Kingdom
$1.99K +$1.82K +34 New
MCM
391
MV Capital Management
Maryland
$1.95K +$1.77K +33 New
WA
392
WPG Advisers
Maryland
$1.83K +$537 +10 +48%
HI
393
Horizon Investments
North Carolina
$1.71K +$1.13K +21 +263%
SIM
394
Synergy Investment Management
Florida
$1.71K +$1.4K +26 New
JWA
395
JFS Wealth Advisors
Pennsylvania
$1.65K -$537 -10 -26%
TFA
396
Transamerica Financial Advisors
Florida
$1.42K +$1.29K +24 New
RWS
397
Retirement Wealth Solutions
Wisconsin
$1.24K -$161 -3 -13%
RWM
398
Rialto Wealth Management
New York
$1.18K +$268 +5 +33%
CAM
399
Chesapeake Asset Management
New York
$1.18K – – –
CFO
400
CVA Family Office
Colorado
$945 -$3.86K -72 -82%
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16
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