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RIO

Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
401
Glassman Wealth Services
Virginia
$16K +$7.48K +122 +89%
VFA
402
Valeo Financial Advisors
Indiana
$15K +$2.58K +42 +21%
FP
403
Financial Perspectives
Minnesota
$14.2K – – –
FMII
404
Farmers & Merchants Investments Inc
Nebraska
$14K -$1.17K -19 -8%
TAIM
405
TD Ameritrade Investment Management
Nebraska
$14K +$1.78K +29 +14%
SIS
406
Sound Income Strategies
Florida
$13K +$6.13K +100 +82%
WOC
407
West Oak Capital
California
$12K – – –
JWM
408
Janiczek Wealth Management
Colorado
$12K +$12K +195 New
NFSG
409
Newbridge Financial Services Group
Florida
$12K +$12.3K +200 New
HF
410
Halpern Financial
Virginia
$11.2K – – –
CCA
411
Column Capital Advisors
Indiana
$9K -$12.3K -200 -56%
GWMIA
412
Global Wealth Management Investment Advisory
Florida
$9K – – –
ME
413
McIlrath & Eck
Washington
$9K – – –
ARIS
414
Advanced Research Investment Solutions
California
$8K – – –
EW
415
Evoke Wealth
California
$8K – – –
JFA
416
JNBA Financial Advisors
Minnesota
$8K – – –
JFGIW
417
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8K – – –
MAM
418
Meeder Asset Management
Ohio
$8K +$981 +16 +14%
DI
419
Disciplined Investments
Oklahoma
$7K – – –
AIP
420
Ameritas Investment Partners
Nebraska
$7K +$7.67K +125 New
1IA
421
1834 Investment Advisors
Wisconsin
$6K – – –
ARMC
422
American Research & Management Company
Massachusetts
$6K – – –
FHA
423
First Horizon Advisors
Tennessee
$6K +$4.72K +77 +285%
PFS
424
Prospera Financial Services
Texas
$6K +$6.13K +100 New
HWM
425
HighMark Wealth Management
Minnesota
$5K -$2.7K -44 -39%
15 16
17
18 19