We are live on ! Find out more
RLI icon

RLI Corp

Name Holding Trade Value Shares
Change
Change in
Stake
Bogart Wealth LLC
376
Bogart Wealth LLC
Virginia
$4.8K – – –
PMFA
377
Plante Moran Financial Advisors
Michigan
$4.67K – – –
CPA
378
Capital Performance Advisors
California
$4.49K +$4.29K +58 New
VWM
379
Venturi Wealth Management
Texas
$3.88K -$61.1K -826 -94%
BCMLT
380
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.41K +$3.25K +44 New
Farmers & Merchants Investments Inc
381
Farmers & Merchants Investments Inc
Nebraska
$2.63K – – –
PWMG
382
Private Wealth Management Group
New Jersey
$2.63K – – –
LI
383
LRI Investments
Florida
$2.63K – – –
NewEdge Advisors
384
NewEdge Advisors
Louisiana
$2.48K – – –
TD Private Client Wealth
385
TD Private Client Wealth
New York
$2.48K +$2.37K +32 New
AIM
386
Anchor Investment Management
South Carolina
$2.33K +$2.22K +30 New
WIM
387
Westside Investment Management
California
$2.23K – – –
FWA
388
FSC Wealth Advisors
New York
$1.86K – – –
CAS
389
Coppell Advisory Solutions
Texas
$1.85K – – –
HCP
390
Hexagon Capital Partners
Arkansas
$1.71K +$1.63K +22 New
Geneos Wealth Management
391
Geneos Wealth Management
Colorado
$1.24K -$3.25K -44 -73%
DPW
392
DiNuzzo Private Wealth
Pennsylvania
$1.24K +$148 +2 +14%
FMP
393
Financial Management Professionals
Texas
$1K – – –
First Horizon Advisors
394
First Horizon Advisors
Tennessee
$775 – – –
Allspring Global Investments
395
Allspring Global Investments
North Carolina
$774 +$739 +10 New
AssetMark Inc
396
AssetMark Inc
California
$620 – – –
PA
397
PSI Advisors
Florida
$155 – – –
Rockefeller Capital Management
398
Rockefeller Capital Management
New York
– -$2.28M -32,342 Closed
Lighthouse Investment Partners
399
Lighthouse Investment Partners
Florida
– -$1.86M -26,494 Closed
Y-Intercept (HK)
400
Y-Intercept (HK)
Hong Kong
– -$1.48M -21,030 Closed