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RIO

Name Holding Trade Value Shares
Change 		Change in
Stake
YIH
401
Y-Intercept (HK)
Hong Kong
$493K -$1.21M -18,781 -73%
CWM
402
Cordatus Wealth Management
Pennsylvania
$488K – – –
PWPS
403
Pinnacle Wealth Planning Services
Ohio
$487K +$2.44K +38 +0.6%
OIA
404
OneDigital Investment Advisors
Kansas
$485K +$7K +109 +2%
CTC
405
Central Trust Company
Missouri
$484K -$269K -4,185 -38%
RJT
406
Raymond James Trust
Florida
$483K -$119K -1,852 -21%
RIL
407
Rothschild Investment LLC
Illinois
$480K -$18.9K -295 -4%
AWA
408
Aaron Wealth Advisors
Illinois
$479K +$103K +1,600 +31%
CCC
409
Chesapeake Capital Corp
Florida
$479K -$198K -3,082 -31%
SWM
410
Spire Wealth Management
Virginia
$474K +$6.1K +95 +1%
EWA
411
EP Wealth Advisors
California
$473K +$90K +1,401 +27%
AWS
412
Atria Wealth Solutions
New York
$469K -$129K -2,014 -23%
EH
413
Equitable Holdings
New York
$468K +$51.8K +806 +14%
SC
414
Savant Capital
Illinois
$451K +$177K +2,763 +77%
MFA
415
Mayflower Financial Advisors
Massachusetts
$448K -$458K -7,130 -53%
EI
416
Ethic Inc
New York
$447K +$21.1K +329 +5%
ES
417
Eagle Strategies
New York
$445K +$13.2K +205 +3%
AP
418
Advisors Preferred
Maryland
$441K +$398K +6,200 New
FCH
419
Freestone Capital Holdings
Washington
$441K -$86.1K -1,341 -18%
CWM
420
Cornerstone Wealth Management
Missouri
$440K -$15.9K -247 -4%
PTC
421
Philadelphia Trust Company
Pennsylvania
$435K +$393K +6,115 New
PCM
422
Perritt Capital Management
Illinois
$435K +$6.68K +104 +2%
CA
423
Cullinan Associates
Kentucky
$434K -$323K -5,035 -43%
AIM
424
Aigen Investment Management
New York
$431K +$389K +6,051 New
DF
425
Donoghue Forlines
Massachusetts
$429K -$332K -5,162 -46%
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