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RIO

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
601
Valeo Financial Advisors
Indiana
$345K +$42.2K +416 +13%
MCM
602
Monument Capital Management
Virginia
$341K +$97.4K +961 +36%
AG
603
Ascent Group
Virginia
$340K -$14.5K -143 -4%
AWM
604
Arista Wealth Management
Nevada
$340K – – –
EHWM
605
Eads & Heald Wealth Management
Georgia
$339K -$43.5K -429 -11%
SMBT
606
Southern Michigan Bank & Trust
Michigan
$333K +$355K +3,500 +50,000%
KFGK
607
Keystone Financial Group (Kentucky)
Kentucky
$327K +$3.35K +33 +1%
BWA
608
Basecamp Wealth Advisors
Washington
$326K – – –
II
609
Inspire Investing
Idaho
$325K -$6.59K -65 -2%
NG
610
Norden Group
Utah
$318K +$24.2K +239 +8%
KWM
611
Keebeck Wealth Management
Illinois
$314K +$102K +1,003 +44%
5NPW
612
55 North Private Wealth
Florida
$313K +$92.9K +916 +38%
PP
613
PDS Planning
Ohio
$311K +$9.53K +94 +3%
CIM
614
Contravisory Investment Management
Massachusetts
$309K +$319K +3,148 +2,862%
AWM
615
Accurate Wealth Management
Florida
$309K -$88K -868 -20%
DWM
616
DKM Wealth Management
California
$309K – – –
MFA
617
Mayflower Financial Advisors
Massachusetts
$307K -$24.6K -243 -7%
TWM
618
Tripletail Wealth Management
Florida
$305K -$40.6K -400 -11%
BJL
619
Brighton Jones LLC
Washington
$304K +$71K +700 +28%
CFO
620
CVA Family Office
Colorado
$304K – – –
FTWA
621
Fifth Third Wealth Advisors
Ohio
$302K -$47.8K -471 -13%
ONB
622
Old National Bancorp
Indiana
$301K -$7.4K -73 -2%
BMCM
623
Bryn Mawr Capital Management
Pennsylvania
$301K +$608 +6 +0.2%
OFO
624
OneAscent Family Office
Alabama
$301K +$62.1K +613 +24%
MG
625
Mather Group
Illinois
$301K +$21.4K +211 +7%
23 24
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