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RLI Corp

Name Holding Trade Value Shares
Change
Change in
Stake
AG
401
AmeriFlex Group
Nevada
$945 +$859 +16 New
FMP
402
Financial Management Professionals
Texas
$827 – – –
BHWM
403
Bay Harbor Wealth Management
Maryland
$827 +$54 +1 +8%
DPW
404
DiNuzzo Private Wealth
Pennsylvania
$709 -$54 -1 -8%
QWM
405
Quaker Wealth Management
New Jersey
$709 +$590 +11 +1,100%
CCMI
406
Creative Capital Management Investments
California
$709 +$644 +12 New
HI
407
Harbour Investments
Wisconsin
$650 -$322 -6 -35%
FHC
408
First Horizon Corporation
Tennessee
$591 – – –
SEP
409
Signature Equity Partners
Ohio
$591 – – –
CH
410
Cromwell Holdings
Wyoming
$532 -$376 -7 -44%
KFAS
411
Keating Financial Advisory Services
Kansas
$473 -$698 -13 -62%
HIA
412
HFM Investment Advisors
New Jersey
$473 +$215 +4 +100%
CT
413
Clearstead Trust
Maine
$414 -$10.7K -200 -97%
RF
414
Rossby Financial
Florida
$354 -$1.4K -26 -81%
HFS
415
Hughes Financial Services
Virginia
$354 -$268 -5 -45%
IPS
416
Investors Portfolio Services
Washington
$354 – – –
PS
417
Planning Strategies
Pennsylvania
$354 +$322 +6 New
FC
418
Financial Consulate
Maryland
$296 +$268 +5 New
DF
419
DecisionPoint Financial
Arizona
$122 +$107 +2 New
MCM
420
Manchester Capital Management
Vermont
$119 -$1.4K -26 -93%
AWM
421
Activest Wealth Management
Florida
$118 +$107 +2 New
MCA
422
Maryland Capital Advisors
Maryland
$60 +$54 +1 New
MWA
423
Medallion Wealth Advisors
Connecticut
$59 +$54 +1 New
ACM
424
Argent Capital Management
Missouri
– -$21.4M -374,447 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
425
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$6.26M -109,671 Closed