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RIO

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
476
PDS Planning
Ohio
$243K +$230K +3,026 New
RP
477
Rice Partnership
Hawaii
$241K – – –
TIA
478
Tiemann Investment Advisors
California
$241K – – –
WLIM
479
White Lighthouse Investment Management
Massachusetts
$241K – – –
FFN
480
Focus Financial Network
Minnesota
$240K -$1.56M -20,616 -88%
QT
481
Quantbot Technologies
New York
$239K -$544K -7,166 -71%
FAFN
482
First Affirmative Financial Network
Colorado
$235K -$27.3K -359 -11%
BOPW
483
Brandywine Oak Private Wealth
Pennsylvania
$234K -$9.03K -119 -4%
RCA
484
Resonant Capital Advisors
Wisconsin
$234K +$204K +2,685 New
SI
485
Sprott Inc
Ontario, Canada
$233K -$55.7K -734 -20%
CFG
486
Cooper Financial Group
California
$233K +$220K +2,903 New
TSS
487
Two Sigma Securities
New York
$231K +$218K +2,873 New
BFEC
488
Benjamin F. Edwards & Company
Missouri
$230K +$152K +1,998 +232%
MHS
489
M Holdings Securities
Oregon
$229K +$216K +2,851 New
PBO
490
Peoples Bank (Ohio)
Ohio
$228K +$215K +2,831 New
VVP
491
Venture Visionary Partners
Ohio
$228K +$216K +2,842 New
SB
492
Simmons Bank
Arkansas
$226K +$214K +2,817 New
WB
493
WesBanco Bank
West Virginia
$224K +$212K +2,789 New
TWM
494
Thrive Wealth Management
Pennsylvania
$222K -$36.5K -481 -15%
EWM
495
EPG Wealth Management
Georgia
$219K +$207K +2,722 New
HIIFS
496
Harel Insurance Investments & Financial Services
Israel
$217K – – –
HIC
497
Holderness Investments Company
North Carolina
$215K +$203K +2,679 New
LFA
498
Legacy Financial Advisors
Kentucky
$213K +$202K +2,655 New
MG
499
Mather Group
Illinois
$211K +$199K +2,623 New
WCA
500
Westover Capital Advisors
Delaware
$209K +$197K +2,600 New
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