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RIO

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
351
MUFG Americas
New York
$25K – – –
SCA
352
Stonebridge Capital Advisors
Minnesota
$24K – – –
AWM
353
Avior Wealth Management
Nebraska
$22K – – –
EWP
354
Engrave Wealth Partners
Texas
$22K – – –
CFGS
355
Concourse Financial Group Securities
Alabama
$22K +$6.59K +130 +50%
RWB
356
RMR Wealth Builders
New Jersey
$22K +$20.1K +396 New
CFD
357
Creative Financial Designs
Indiana
$22K +$20.3K +400 New
CCA
358
Column Capital Advisors
Indiana
$20K -$456 -9 -2%
PFGIA
359
Patriot Financial Group Insurance Agency
Massachusetts
$19K +$456 +9 +3%
CWP
360
CFM Wealth Partners
Texas
$17K – – –
ETI
361
Enterprise Trust & Investment
California
$17K – – –
MF
362
Manchester Financial
California
$17K – – –
POIA
363
Pin Oak Investment Advisors
Texas
$16K +$7.6K +150 +114%
FBT
364
First Bank & Trust
South Dakota
$15K -$14.8K -292 -52%
BCA
365
Berman Capital Advisors
Georgia
$15K +$6.28K +124 +74%
FMII
366
Farmers & Merchants Investments Inc
Nebraska
$14K – – –
FP
367
Financial Perspectives
Minnesota
$13.2K – – –
BC
368
Bartlett & Co
Ohio
$13K – – –
BCWM
369
Bartlett & Co Wealth Management
Ohio
$12.6K – – –
TAIM
370
TD Ameritrade Investment Management
Nebraska
$12K +$6.89K +136 +192%
SGAM
371
Smith Group Asset Management
Texas
$12K +$10.6K +210 New
PB
372
Pinnacle Bancorp
Nebraska
$11K – – –
VFA
373
Valeo Financial Advisors
Indiana
$11K +$2.48K +49 +32%
TWA
374
TCI Wealth Advisors
Arizona
$11K +$9.73K +192 New
WOC
375
West Oak Capital
California
$11K +$10.1K +200 New
13 14
15
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