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RIO

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
426
Synergy Asset Management
Washington
$230K -$48K -742 -18%
CAM
427
Cozad Asset Management
Illinois
$229K – – –
BLAM
428
Bourne Lent Asset Management
New York
$228K – – –
BAM
429
Blueshift Asset Management
New Jersey
$224K +$217K +3,345 New
S
430
SimplyRich
California
$221K +$9.45K +146 +5%
NCM
431
Noesis Capital Mangement
Florida
$220K -$22.7K -350 -10%
FAFN
432
First Affirmative Financial Network
Colorado
$220K +$13K +201 +7%
AWA
433
Arete Wealth Advisors
Illinois
$218K +$210K +3,240 New
TWM
434
Thrive Wealth Management
Pennsylvania
$217K +$210K +3,241 New
MA
435
MKT Advisors
California
$212K +$185K +2,865 New
QI
436
Qtron Investments
Massachusetts
$209K – – –
CW
437
CreativeOne Wealth
Kansas
$207K +$5.5K +85 +3%
JWM
438
Janiczek Wealth Management
Colorado
$207K +$118K +1,819 +142%
MOS
439
MGO One Seven
Ohio
$207K +$200K +3,086 New
JIC
440
Johnson Investment Counsel
Ohio
$206K – – –
BOPW
441
Brandywine Oak Private Wealth
Pennsylvania
$203K +$197K +3,038 New
ANTB
442
AMG National Trust Bank
Colorado
$201K -$49.2K -760 -20%
RP
443
Rice Partnership
Hawaii
$201K – – –
TIA
444
Tiemann Investment Advisors
California
$201K – – –
WLIM
445
White Lighthouse Investment Management
Massachusetts
$201K – – –
FHA
446
First Horizon Advisors
Tennessee
$186K -$7.77K -120 -4%
HIIFS
447
Harel Insurance Investments & Financial Services
Israel
$180K -$194K -2,998 -53%
NFG
448
Next Financial Group
Texas
$164K -$118K -1,818 -43%
CAM
449
CenterStar Asset Management
Illinois
$158K – – –
WT
450
Washington Trust
Rhode Island
$156K -$12.9K -200 -8%
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