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Ryan Specialty Holdings
RYAN

Name Holding Trade Value Shares
Change 		Change in
Stake
HNW
351
High Note Wealth
Minnesota
$3.26K +$3.31K +48 New
CT
352
Clearstead Trust
Maine
$2.65K +$2.69K +39 New
PTC
353
Private Trust Company
Ohio
$2.38K +$2.42K +35 New
TPCW
354
TD Private Client Wealth
New York
$2.24K +$2.28K +33 New
SWM
355
Spire Wealth Management
Virginia
$1.63K – – –
TPWA
356
Twin Peaks Wealth Advisors
California
$1.55K +$1.79K +26 New
BI
357
Binnacle Investments
Iowa
$1.43K +$1.45K +21 New
RF
358
Rossby Financial
Florida
$1.16K +$1.17K +17 New
WA
359
Whipplewood Advisors
Colorado
$748 +$759 +11 New
IA
360
IFP Advisors
Florida
$680 – – –
SS
361
SBI Securities
Japan
$612 +$138 +2 +29%
NC
362
NewSquare Capital
Pennsylvania
$544 – – –
FFO
363
Fortitude Family Office
Arizona
$544 +$552 +8 New
HFS
364
Hughes Financial Services
Virginia
$459 – – –
PWA
365
Principia Wealth Advisory
Texas
$408 +$414 +6 New
DF
366
DecisionPoint Financial
Arizona
$406 +$414 +6 New
SC
367
SouthState Corp
Florida
$340 – – –
CH
368
Cromwell Holdings
Wyoming
$340 +$345 +5 New
QWM
369
Quaker Wealth Management
New Jersey
$272 +$276 +4 New
CPG
370
Cornerstone Planning Group
New Jersey
$231 -$138 -2 -33%
MCM
371
MV Capital Management
Maryland
$204 – – –
ACA
372
American Capital Advisory
Idaho
$204 +$207 +3 New
LFG
373
Larson Financial Group
Missouri
$136 -$4.21K -61 -97%
AF
374
Advisornet Financial
Minnesota
$68 -$2.28K -33 -97%
TFM
375
TFC Financial Management
Massachusetts
$68 – – –
13 14
15
16 17