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TKO Group
TKO

Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
501
Cornerstone Planning Group
New Jersey
$28.4K +$34.9K +191 +910%
BWM
502
Bernard Wealth Management
Michigan
$27.9K – – –
WT
503
Whittier Trust
California
$26.6K – – –
VCM
504
Versant Capital Management
Arizona
$26.5K +$1.46K +8 +7%
WANY
505
Wealthspire Advisors (New York)
New York
$26.3K +$23.8K +130 New
WA
506
WPG Advisers
Maryland
$25.2K – – –
KFI
507
Key Financial Inc
Pennsylvania
$23.9K – – –
HDIM
508
Hanson & Doremus Investment Management
Vermont
$22K – – –
QL
509
Quarry LP
New York
$21.8K -$66.2K -362 -77%
RWM
510
RMG Wealth Management
Wisconsin
$20.9K – – –
BBHC
511
Brown Brothers Harriman & Co
New York
$20.2K -$17K -93 -48%
WTA
512
Washington Trust Advisors
Massachusetts
$20.2K – – –
UB
513
UMB Bank
Missouri
$19K +$6.03K +33 +54%
GRP
514
Global Retirement Partners
California
$18.4K +$13.7K +75 +469%
PTC
515
Private Trust Company
Ohio
$17.8K – – –
C
516
Covestor
United Kingdom
$17K – – –
TCM
517
TD Capital Management
Tennessee
$16.4K – – –
MCM
518
Manchester Capital Management
Vermont
$16.2K – – –
RFG
519
REAP Financial Group
Texas
$15.1K – – –
RFP
520
Root Financial Partners
California
$13.9K +$12.6K +69 New
CT
521
Colonial Trust
South Carolina
$13.8K +$183 +1 +2%
BIA
522
Bell Investment Advisors
California
$13.1K -$1.46K -8 -11%
PB
523
Pinnacle Bancorp
Nebraska
$13.1K – – –
PG
524
Proffitt & Goodson
Tennessee
$12.9K +$11.7K +64 New
BBPWM
525
Blue Bell Private Wealth Management
Pennsylvania
$12.7K – – –
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