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RIO

Name Holding Trade Value Shares
Change 		Change in
Stake
NFSG
501
Newbridge Financial Services Group
Florida
$28K -$7.8K -100 -19%
LWM
502
Liberty Wealth Management
California
$27K -$19.9K -255 -38%
BCM
503
Bourgeon Capital Management
Connecticut
$27K -$8.19K -105 -21%
CFD
504
Creative Financial Designs
Indiana
$27K – – –
PFGIA
505
Patriot Financial Group Insurance Agency
Massachusetts
$27K +$4.84K +62 +18%
GWS
506
Glassman Wealth Services
Virginia
$26K -$3.98K -51 -12%
AWM
507
Avior Wealth Management
Nebraska
$26K – – –
BCA
508
Berman Capital Advisors
Georgia
$26K +$3.75K +48 +14%
BWM
509
Baystate Wealth Management
Massachusetts
$25K +$2.26K +29 +8%
CA
510
Continuum Advisory
Idaho
$25K +$1.76M +22,588 New
JFGIW
511
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$23K – – –
HWMA
512
Heritage Wealth Management (Arizona)
Arizona
$21K +$13.7K +175 +120%
CFG
513
CKW Financial Group
Hawaii
$20K – – –
MCM
514
MV Capital Management
Maryland
$20K – – –
WOC
515
West Oak Capital
California
$20K – – –
AWA
516
Arkadios Wealth Advisors
Georgia
$19K -$1.72K -22 -7%
POIA
517
Pin Oak Investment Advisors
Texas
$19K – – –
MCM
518
Manchester Capital Management
Vermont
$19K +$7.88K +101 +55%
CA
519
Clearstead Advisors
Ohio
$19K +$21K +269 +1,281%
FP
520
Financial Perspectives
Minnesota
$15.7K – – –
AA
521
AlphaMark Advisors
Kentucky
$15K -$15.6K -200 -47%
TCWA
522
Ten Capital Wealth Advisors
Washington
$15K -$6.48K -83 -27%
TAIM
523
TD Ameritrade Investment Management
Nebraska
$14K -$24.9K -319 -57%
FMII
524
Farmers & Merchants Investments Inc
Nebraska
$14K – – –
PFBT
525
Parkside Financial Bank & Trust
Missouri
$14K – – –
19 20
21
22 23