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TKO Group
TKO

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
601
Private Wealth Management Group
New Jersey
$2.42K – – –
EP
602
Essential Partners
California
$2.42K +$2.34K +12 New
PIS
603
POM Investment Strategies
North Carolina
$2.24K +$2.15K +11 New
LWM
604
Lodestone Wealth Management
Washington
$2.21K – – –
AWM
605
Activest Wealth Management
Florida
$2.21K +$2.15K +11 New
IPS
606
Investors Portfolio Services
Washington
$2.03K +$975 +5 +100%
BHWM
607
Bay Harbor Wealth Management
Maryland
$2.01K +$195 +1 +11%
NWM
608
Navigoe Wealth Management
California
$2K +$195 +1 +10%
T
609
Tidemark
California
$1.84K -$195 -1 -10%
CT
610
Clearstead Trust
Maine
$1.81K -$2.54K -13 -59%
PWA
611
Physician Wealth Advisors
Utah
$1.61K -$195 -1 -11%
TWD
612
True Wealth Design
Ohio
$1.61K +$780 +4 +100%
MHR
613
Matthew Hamilton Rosenberg
$1.61K – – –
VNA
614
Valley National Advisers
Pennsylvania
$1.49K -$3.9K -20 -74%
RWS
615
Retirement Wealth Solutions
Wisconsin
$1.41K -$390 -2 -22%
DPW
616
DiNuzzo Private Wealth
Pennsylvania
$1.41K -$195 -1 -13%
GGI
617
Godsey & Gibb Inc
Virginia
$1.41K – – –
HFS
618
Hughes Financial Services
Virginia
$1.41K +$195 +1 +17%
PS
619
Planning Strategies
Pennsylvania
$1.41K +$1.36K +7 New
DF
620
Dunhill Financial
United Kingdom
$1.24K -$195 -1 -14%
FP
621
Financial Perspectives
Minnesota
$1.22K – – –
UOTTAIMCU
622
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$1.21K – – –
A
623
Allianz
Germany
$1.21K +$1.17K +6 New
TM
624
Torren Management
California
$1.01K – – –
CWP
625
Clark Wealth Partners
Illinois
$1.01K +$390 +2 +67%
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