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TKO Group
TKO

Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
601
Blue Bell Private Wealth Management
Pennsylvania
$2.72K -$9.72K -50 -79%
GTAM
602
Global Trust Asset Management
Florida
$2.72K +$2.53K +13 New
MWM
603
Mascoma Wealth Management
New Hampshire
$2.51K – – –
PWMG
604
Private Wealth Management Group
New Jersey
$2.51K – – –
MAM
605
Marquette Asset Management
Minnesota
$2.51K +$194 +1 +9%
S
606
Sachetta
Massachusetts
$2.3K – – –
LWM
607
Lodestone Wealth Management
Washington
$2.3K +$2.14K +11 New
SIS
608
Sound Income Strategies
Florida
$2.24K +$2.14K +11 New
GWS
609
Greykasell Wealth Strategies
California
$2.1K – – –
PGAM
610
Princeton Global Asset Management
New Jersey
$2.09K – – –
CTC
611
Central Trust Company
Missouri
$2.09K +$1.94K +10 New
WCM
612
Winthrop Capital Management
Indiana
$2K -$583 -3 -27%
NWM
613
Navigoe Wealth Management
California
$2K – – –
FFO
614
Fortitude Family Office
Arizona
$1.88K -$1.17K -6 -40%
DPW
615
DiNuzzo Private Wealth
Pennsylvania
$1.88K -$194 -1 -10%
SIC
616
SJS Investment Consulting
Ohio
$1.88K +$777 +4 +80%
AWA
617
Acumen Wealth Advisors
Tennessee
$1.88K +$1.75K +9 New
NSIM
618
North Star Investment Management
Illinois
$1.88K +$1.75K +9 New
T
619
Tidemark
California
$1.68K – – –
MHR
620
Matthew Hamilton Rosenberg
$1.67K +$1.55K +8 New
GGI
621
Godsey & Gibb Inc
Virginia
$1.46K -$1.17K -6 -46%
OP
622
ORG Partners
Indiana
$1.46K +$389 +2 +40%
BHWM
623
Bay Harbor Wealth Management
Maryland
$1.46K +$583 +3 +75%
FP
624
Financial Perspectives
Minnesota
$1.26K +$1.17K +6 New
IPS
625
Investors Portfolio Services
Washington
$1.06K +$972 +5 New
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