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TKO Group
TKO

Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
576
Elevation Wealth Partners
California
$1.62K +$1.46K +8 New
TIM
577
Tortoise Investment Management
New York
$1.41K +$183 +1 +17%
RWS
578
Retirement Wealth Solutions
Wisconsin
$1.41K +$1.28K +7 New
PWA
579
Physician Wealth Advisors
Utah
$1.21K – – –
TWD
580
True Wealth Design
Ohio
$1.21K – – –
GA
581
Guerra Advisors
Florida
$1.01K +$914 +5 New
FNWA
582
Financial Network Wealth Advisors
Utah
$1.01K – – –
SIC
583
SJS Investment Consulting
Ohio
$1.01K – – –
OP
584
ORG Partners
Indiana
$1.01K +$914 +5 New
VNA
585
Valley National Advisers
Pennsylvania
$1K -$3.84K -21 -78%
CAL
586
Capital Advisors Ltd
Ohio
$1K – – –
AW
587
Avion Wealth
Texas
$1K +$548 +3 +100%
GKIM
588
GW&K Investment Management
Massachusetts
$1K +$548 +3 +300%
AF
589
Advisornet Financial
Minnesota
$808 – – –
BFS
590
Bare Financial Services
Pennsylvania
$808 – – –
LWMI
591
Legacy Wealth Management (Idaho)
Idaho
$808 – – –
JFGIW
592
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$808 +$731 +4 New
BHWM
593
Bay Harbor Wealth Management
Maryland
$807 +$366 +2 +100%
CWP
594
Clark Wealth Partners
Illinois
$627 – – –
BSC
595
Brown Shipley & Co
United Kingdom
$606 – – –
FMP
596
Financial Management Professionals
Texas
$606 – – –
WA
597
WestEnd Advisors
North Carolina
$606 – – –
ACA
598
American Capital Advisory
Idaho
$606 +$548 +3 New
CFO
599
CVA Family Office
Colorado
$606 +$548 +3 New
PWA
600
Principia Wealth Advisory
Texas
$606 +$548 +3 New
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