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RIO

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
401
Caprock Group
Idaho
$323K -$7.31K -85 -2%
IWC
402
Integrated Wealth Concepts
Massachusetts
$323K +$90.8K +1,056 +38%
IC
403
Intersect Capital
California
$319K +$4.9K +57 +2%
GT
404
Glenmede Trust
Pennsylvania
$318K -$26.7K -311 -8%
PBO
405
Peoples Bank (Ohio)
Ohio
$315K +$323K +3,757 New
MIH
406
Meitav Investment House
Israel
$312K -$126K -1,464 -28%
S
407
SimplyRich
California
$311K +$38.9K +453 +14%
I
408
INVST
Indiana
$307K +$73.1K +850 +30%
BP
409
Ballentine Partners
Massachusetts
$302K -$41.8K -486 -12%
CBT
410
Capital Bank & Trust
California
$302K +$6.45K +75 +2%
NCM
411
Noesis Capital Mangement
Florida
$301K – – –
CAN
412
Cetera Advisor Networks
California
$300K +$307K +3,570 New
PHK
413
Point72 Hong Kong
Hong Kong
$296K +$303K +3,528 New
TAM
414
Tocqueville Asset Management
New York
$294K -$17.2K -200 -5%
PWPS
415
Pinnacle Wealth Planning Services
Ohio
$294K +$1.8K +21 +0.6%
HL
416
HeadInvest LLC
Maine
$293K – – –
ANTB
417
AMG National Trust Bank
Colorado
$293K +$2.75K +32 +0.9%
CCA
418
Cadent Capital Advisors
Oklahoma
$292K +$299K +3,481 New
SRC
419
Sage Rhino Capital
California
$291K +$30K +349 +11%
TC
420
TownSquare Capital
Utah
$288K +$2.06K +24 +0.7%
CAM
421
Cozad Asset Management
Illinois
$287K – – –
CW
422
CreativeOne Wealth
Kansas
$287K +$294K +3,425 New
BLAM
423
Bourne Lent Asset Management
New York
$285K – – –
HC
424
Henshaw Capital
Massachusetts
$285K -$64.8K -754 -18%
MFW
425
Meristem Family Wealth
Minnesota
$281K +$288K +3,350 New
15 16
17
18 19