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RenaissanceRe
RNR

Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
501
Bell Investment Advisors
California
$10.5K +$601 +2 +6%
CAL
502
Capital Analysts LLC
Pennsylvania
$10K – – –
PWMG
503
Prestige Wealth Management Group
New Jersey
$9.19K -$1.2K -4 -12%
SGFG
504
Silver Grove Financial Group
New York
$8.87K +$8.42K +28 New
CIA
505
Cape Investment Advisory
Georgia
$8.56K +$8.12K +27 New
HWP
506
Highline Wealth Partners
California
$7.92K – – –
RWM
507
Rialto Wealth Management
New York
$7.92K +$1.5K +5 +25%
CMA
508
Cedar Mountain Advisors
Oregon
$7.61K – – –
CA
509
Clearstead Advisors
Ohio
$7.29K +$2.71K +9 +64%
RWS
510
Retirement Wealth Solutions
Wisconsin
$6.82K +$301 +1 +5%
KG
511
Kilter Group
New York
$6.66K +$3.31K +11 +110%
SL
512
Salomon & Ludwin
Virginia
$6.65K – – –
TFA
513
Transamerica Financial Advisors
Florida
$6.34K -$2.4K -8 -29%
CTA
514
Colonial Trust Advisors
South Carolina
$6.34K – – –
AG
515
AmeriFlex Group
Nevada
$6.02K +$5.71K +19 New
AW
516
Avion Wealth
Texas
$6K +$1.5K +5 +36%
HNW
517
High Note Wealth
Minnesota
$5.7K – – –
MA
518
Montag & Associates
Georgia
$5.51K +$1.5K +5 +42%
CT
519
Clearstead Trust
Maine
$5.39K -$902 -3 -15%
HC
520
Hurley Capital
New York
$5.39K +$5.11K +17 New
CPG
521
Cornerstone Planning Group
New Jersey
$5.12K -$4.21K -14 -47%
CCMI
522
Creative Capital Management Investments
California
$4.75K +$4.51K +15 New
KFA
523
Kelleher Financial Advisors
New York
$4.75K +$4.51K +15 New
STB
524
S&T Bank
Pennsylvania
$4.75K +$4.51K +15 New
UFPG
525
United Financial Planning Group
New York
$4.75K +$4.51K +15 New
19 20
21
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