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Reliance Steel & Aluminium
RS

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
551
Transamerica Financial Advisors
Florida
$80.4K +$5.85K +16 +8%
MPWT
552
MassMutual Private Wealth & Trust
Connecticut
$78.1K -$10.6K -29 -12%
RF
553
Roxbury Financial
New Jersey
$76.1K +$56.3K +154 +308%
CT
554
Caldwell Trust
Florida
$69.5K – – –
FHC
555
First Horizon Corporation
Tennessee
$68.7K +$39.1K +107 +139%
WTC
556
WhitTier Trust Company
Nevada
$68.7K +$5.12K +14 +8%
AWM
557
Abound Wealth Management
Tennessee
$66.7K -$25.6K -70 -28%
C
558
Covestor
United Kingdom
$66K -$4.75K -13 -7%
GAM
559
Generali Asset Management
Italy
$65K +$63.6K +174 New
TFIPS
560
Towarzystwo Funduszy Inwestycyjnych PZU SA
$59.8K -$11K -30 -16%
AFC
561
Ares Financial Consulting
California
$59.8K – – –
OCWP
562
Owl Creek Wealth Partners
Colorado
$57.9K – – –
BIAS
563
Beacon Investment Advisory Services
New Jersey
$56K – – –
GWM
564
Geneos Wealth Management
Colorado
$50.8K – – –
CFM
565
Compass Financial Management
Florida
$45.6K +$40.2K +110 New
EWP
566
Elevation Wealth Partners
California
$42.2K +$5.48K +15 +15%
CFO
567
CVA Family Office
Colorado
$42.2K +$10.6K +29 +35%
ACA
568
Atlas Capital Advisors
Wyoming
$42.2K -$8.77K -24 -18%
OCM
569
Osterweis Capital Management
California
$41.5K – – –
HI
570
Harbour Investments
Wisconsin
$40K -$2.56K -7 -6%
BBHC
571
Brown Brothers Harriman & Co
New York
$38.9K – – –
NB
572
NBT Bank
New York
$38.5K – – –
CAM
573
Costello Asset Management
Pennsylvania
$37.4K – – –
NEWAS
574
N.E.W. Advisory Services
Wisconsin
$37.4K – – –
KAS
575
Kemnay Advisory Services
New York
$33.6K +$25.2K +69 +329%
21 22
23
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