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Ryan Specialty Holdings
RYAN

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
326
HighMark Wealth Management
Minnesota
$2.8K -$3.8K -89 -52%
FCAS
327
First Command Advisory Services
Texas
$2.63K +$3.33K +78 New
PWPS
328
Pinnacle Wealth Planning Services
Ohio
$2.5K +$384 +9 +14%
MWA
329
Medallion Wealth Advisors
Connecticut
$2.46K – – –
LFG
330
Larson Financial Group
Missouri
$2.09K -$1.28K -30 -33%
VWA
331
Valued Wealth Advisors
Utah
$1.92K – – –
AUB
332
Atlantic Union Bankshares
Virginia
$1.82K +$2.31K +54 New
PTC
333
Private Trust Company
Ohio
$1.38K – – –
CFM
334
Cornerstone Financial Management
Massachusetts
$1.35K +$1.71K +40 New
RCM
335
Richardson Capital Management
Wisconsin
$1.22K +$1.54K +36 New
NB
336
NBT Bank
New York
$1.01K +$1.28K +30 New
CPG
337
Cornerstone Planning Group
New Jersey
$795 +$1.02K +24 +1,200%
EP
338
Essential Partners
California
$709 +$896 +21 New
SVCP
339
Silicon Valley Capital Partners
California
$677 +$854 +20 New
PWA
340
Physician Wealth Advisors
Utah
$642 -$470 -11 -37%
IA
341
IFP Advisors
Florida
$641 -$6.23K -146 -88%
PWA
342
Principia Wealth Advisory
Texas
$641 -$85 -2 -10%
CH
343
Cromwell Holdings
Wyoming
$641 +$427 +10 +111%
RWM
344
RMG Wealth Management
Wisconsin
$626 +$854 +20 New
IPS
345
Investors Portfolio Services
Washington
$605 +$854 +20 New
TWD
346
True Wealth Design
Ohio
$574 +$726 +17 New
PWM
347
Proathlete Wealth Management
Florida
$506 – – –
SC
348
SouthState Corp
Florida
$473 -$213 -5 -26%
CFO
349
CVA Family Office
Colorado
$472 -$2.65K -62 -82%
QWM
350
Quaker Wealth Management
New Jersey
$405 +$213 +5 +71%
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