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RIO

Name Holding Trade Value Shares
Change 		Change in
Stake
JWS
251
Juncture Wealth Strategies
Arizona
$399K -$110K -1,800 -21%
ATPW
252
Ashton Thomas Private Wealth
Arizona
$398K +$404K +6,594 New
CM
253
CoreCommodity Management
Connecticut
$397K -$2.33M -38,051 -85%
VFA
254
Voya Financial Advisors
Connecticut
$395K +$402K +6,553 New
IFWM
255
Institute for Wealth Management
Colorado
$394K -$77.2K -1,259 -16%
FBFS
256
First Business Financial Services
Wisconsin
$388K -$3.5K -57 -0.9%
ONB
257
Old National Bancorp
Indiana
$383K +$5.83K +95 +2%
QI
258
Qtron Investments
Massachusetts
$378K – – –
FIM
259
Freedom Investment Management
Connecticut
$376K -$59.8K -975 -14%
FCI
260
Financial Counselors Inc
Kansas
$374K -$51.3K -837 -12%
CC
261
Courier Capital
New York
$373K +$675 +11 +0.2%
CLOS
262
Compagnie Lombard Odier SCmA
Switzerland
$362K – – –
IAA
263
Independent Advisor Alliance
North Carolina
$362K +$368K +5,993 New
FA
264
Faithward Advisors
Pennsylvania
$358K -$15.3K -250 -4%
V
265
Veritable
Delaware
$357K -$8.46K -138 -2%
HAM
266
Hammer Asset Management
California
$356K -$297K -4,848 -45%
CB
267
Commerce Bank
Missouri
$356K -$13.1K -213 -3%
NHC
268
Nicholas Hoffman & Company
Georgia
$340K +$6.56K +107 +2%
WF
269
Welch & Forbes
Massachusetts
$333K – – –
KWA
270
KCS Wealth Advisory
California
$330K -$46.6K -760 -12%
PCM
271
Prelude Capital Management
New York
$330K +$335K +5,470 New
HJIM
272
Henry James International Management
New York
$322K -$83.3K -1,359 -20%
HA
273
HYA Advisors
Missouri
$322K +$6.5K +106 +2%
ACI
274
AMP Capital Investors
Australia
$320K -$180K -2,940 -36%
SPIA
275
Steward Partners Investment Advisory
New York
$316K -$5.09K -83 -2%
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