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TKO Group
TKO

Name Holding Trade Value Shares
Change 		Change in
Stake
PIS
601
POM Investment Strategies
North Carolina
$2.24K +$2.15K +11 New
LWM
602
Lodestone Wealth Management
Washington
$2.21K – – –
AWM
603
Activest Wealth Management
Florida
$2.21K +$2.15K +11 New
IPS
604
Investors Portfolio Services
Washington
$2.03K +$975 +5 +100%
BHWM
605
Bay Harbor Wealth Management
Maryland
$2.01K +$195 +1 +11%
NWM
606
Navigoe Wealth Management
California
$2K +$195 +1 +10%
T
607
Tidemark
California
$1.84K -$195 -1 -10%
CT
608
Clearstead Trust
Maine
$1.81K -$2.54K -13 -59%
PWA
609
Physician Wealth Advisors
Utah
$1.61K -$195 -1 -11%
TWD
610
True Wealth Design
Ohio
$1.61K +$780 +4 +100%
MHR
611
Matthew Hamilton Rosenberg
$1.61K – – –
VNA
612
Valley National Advisers
Pennsylvania
$1.49K -$3.9K -20 -74%
RWS
613
Retirement Wealth Solutions
Wisconsin
$1.41K -$390 -2 -22%
DPW
614
DiNuzzo Private Wealth
Pennsylvania
$1.41K -$195 -1 -13%
GGI
615
Godsey & Gibb Inc
Virginia
$1.41K – – –
HFS
616
Hughes Financial Services
Virginia
$1.41K +$195 +1 +17%
PS
617
Planning Strategies
Pennsylvania
$1.41K +$1.36K +7 New
DF
618
Dunhill Financial
United Kingdom
$1.24K -$195 -1 -14%
FP
619
Financial Perspectives
Minnesota
$1.22K – – –
UOTTAIMCU
620
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$1.21K – – –
A
621
Allianz
Germany
$1.21K +$1.17K +6 New
TM
622
Torren Management
California
$1.01K – – –
CWP
623
Clark Wealth Partners
Illinois
$1.01K +$390 +2 +67%
MCM
624
MV Capital Management
Maryland
$1.01K +$780 +4 +400%
APW
625
Allied Private Wealth
Florida
$1.01K +$975 +5 New
23 24
25
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