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RIO

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
426
Cozad Asset Management
Illinois
$229K – – –
BLAM
427
Bourne Lent Asset Management
New York
$228K – – –
BAM
428
Blueshift Asset Management
New Jersey
$224K +$217K +3,345 New
S
429
SimplyRich
California
$221K +$9.45K +146 +5%
NCM
430
Noesis Capital Mangement
Florida
$220K -$22.7K -350 -10%
FAFN
431
First Affirmative Financial Network
Colorado
$220K +$13K +201 +7%
AWA
432
Arete Wealth Advisors
Illinois
$218K +$210K +3,240 New
TWM
433
Thrive Wealth Management
Pennsylvania
$217K +$210K +3,241 New
MA
434
MKT Advisors
California
$212K +$185K +2,865 New
QI
435
Qtron Investments
Massachusetts
$209K – – –
CW
436
CreativeOne Wealth
Kansas
$207K +$5.5K +85 +3%
JWM
437
Janiczek Wealth Management
Colorado
$207K +$118K +1,819 +142%
MOS
438
MGO One Seven
Ohio
$207K +$200K +3,086 New
JIC
439
Johnson Investment Counsel
Ohio
$206K – – –
BOPW
440
Brandywine Oak Private Wealth
Pennsylvania
$203K +$197K +3,038 New
ANTB
441
AMG National Trust Bank
Colorado
$201K -$49.2K -760 -20%
RP
442
Rice Partnership
Hawaii
$201K – – –
TIA
443
Tiemann Investment Advisors
California
$201K – – –
WLIM
444
White Lighthouse Investment Management
Massachusetts
$201K – – –
FHA
445
First Horizon Advisors
Tennessee
$186K -$7.77K -120 -4%
HIIFS
446
Harel Insurance Investments & Financial Services
Israel
$180K -$194K -2,998 -53%
NFG
447
Next Financial Group
Texas
$164K -$118K -1,818 -43%
CAM
448
CenterStar Asset Management
Illinois
$158K – – –
WT
449
Washington Trust
Rhode Island
$156K -$12.9K -200 -8%
AIM
450
Acropolis Investment Management
Missouri
$141K – – –
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