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RIO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
476
Cornerstone Wealth Management
Missouri
$606K – – –
AWM
477
Ameliora Wealth Management
Switzerland
$605K – – –
HJIM
478
Henry James International Management
New York
$595K +$6.11K +67 +1%
BNA
479
BankChampaign National Association
Illinois
$594K +$580K +6,364 New
RIL
480
Rothschild Investment LLC
Illinois
$594K +$9.21K +101 +2%
CBU
481
CIBC Bancorp USA
Illinois
$591K +$532K +5,840 New
TF
482
Tandem Financial
Colorado
$589K +$146K +1,601 +35%
UCB
483
United Community Bank
South Carolina
$587K +$21K +230 +4%
TSWM
484
Triangle Securities Wealth Management
North Carolina
$585K -$4.74K -52 -0.8%
VA
485
VestGen Advisors
Illinois
$576K +$480K +5,264 New
RCAG
486
Rehmann Capital Advisory Group
Michigan
$575K +$141K +1,551 +34%
KWM
487
Kingsview Wealth Management
Oregon
$574K +$71K +779 +14%
AWM
488
Avior Wealth Management
Nebraska
$570K +$31K +340 +6%
HAIM
489
Hunter Associates Investment Management
Pennsylvania
$569K -$583K -6,400 -51%
GT
490
Glenmede Trust
Pennsylvania
$565K -$29.4K -323 -5%
QOP
491
Quinn Opportunity Partners
Virginia
$560K -$1.01M -11,120 -65%
WFI
492
West Family Investments
California
$558K -$204K -2,235 -27%
MHC
493
May Hill Capital
Massachusetts
$556K +$63.2K +693 +13%
AP
494
Anchyra Partners
Georgia
$553K +$35.6K +390 +7%
RCM
495
RNC Capital Management
California
$551K +$25.8K +283 +5%
GCM
496
Gallacher Capital Management
Colorado
$550K -$222K -2,434 -29%
RCG
497
Ridge Creek Global
Ohio
$548K – – –
TPI
498
Trust Point Inc
Wisconsin
$548K +$184K +2,021 +52%
ISL
499
Ingalls & Snyder LLC
New York
$544K – – –
LEA
500
Legacy Edge Advisors
New York
$542K -$1.19K -13 -0.2%
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