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RIO

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
426
Arete Wealth Advisors
Illinois
$333K -$11.2K -179 -4%
BPA
427
Beacon Pointe Advisors
California
$333K +$17.1K +272 +6%
IA
428
Inspire Advisors
Idaho
$331K -$5.72K -91 -2%
AWE
429
Avidian Wealth Enterprises
Texas
$326K -$49.3K -785 -15%
EH
430
Equitable Holdings
New York
$324K – – –
RCM
431
RNC Capital Management
California
$322K -$58.1K -925 -17%
OPA
432
Old Port Advisors
Maine
$319K +$282K +4,483 New
GCM
433
Gallacher Capital Management
Colorado
$318K +$281K +4,472 New
HJIM
434
Henry James International Management
New York
$314K – – –
FA
435
Faithward Advisors
Pennsylvania
$313K +$9.61K +153 +4%
IWC
436
Integrated Wealth Concepts
Massachusetts
$312K +$275K +4,384 New
CFO
437
CVA Family Office
Colorado
$307K +$211K +3,367 +356%
JWM
438
Janiczek Wealth Management
Colorado
$306K +$51.5K +820 +26%
RCA
439
Resonant Capital Advisors
Wisconsin
$303K +$267K +4,258 New
SFA
440
Source Financial Advisors
New York
$302K -$2.39K -38 -0.9%
DI
441
Diligent Investors
California
$301K +$265K +4,225 New
IC
442
IEQ Capital
California
$293K -$2.7K -43 -1%
CSIC
443
Clifford Swan Investment Counsel
California
$290K -$3.14K -50 -1%
CBTWT
444
Community Bank & Trust (Waco, Texas)
Texas
$289K +$255K +4,053 New
CAG
445
Csenge Advisory Group
Florida
$287K -$6.47K -103 -2%
CW
446
CreativeOne Wealth
Kansas
$286K -$3.52K -56 -1%
EVM
447
Evelyn V. Moreno
$285K +$251K +4,000 New
SIG
448
Stonegate Investment Group
Alabama
$282K -$3.27K -52 -1%
BFG
449
Bleakley Financial Group
New Jersey
$278K +$245K +3,902 New
SVWAG
450
Sound View Wealth Advisors Group
Georgia
$277K +$234K +3,721 New
16 17
18
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