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RIO

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
601
Monarch Capital Management
Indiana
$326K +$313K +3,437 New
II
602
Inspire Investing
Idaho
$326K -$61.7K -677 -16%
MFA
603
Mayflower Financial Advisors
Massachusetts
$325K +$17.9K +196 +6%
LIP
604
Lighthouse Investment Partners
Florida
$322K +$315K +3,454 New
VWM
605
Venturi Wealth Management
Texas
$322K -$192K -2,102 -38%
BWA
606
Basecamp Wealth Advisors
Washington
$320K – – –
KFGK
607
Keystone Financial Group (Kentucky)
Kentucky
$318K -$7.29K -80 -2%
BLAM
608
Bourne Lent Asset Management
New York
$317K – – –
AUB
609
Atlantic Union Bankshares
Virginia
$317K -$28.5K -313 -8%
CIM
610
Catalyst Investment Management
New Hampshire
$315K +$287K +3,149 New
ME
611
McIlrath & Eck
Washington
$313K +$13.5K +148 +5%
SI
612
Sprott Inc
Ontario, Canada
$312K -$115K -1,260 -27%
GWM
613
Gibbs Wealth Management
Georgia
$310K +$303K +3,323 New
PI
614
PFG Investments
New York
$310K -$182K -1,997 -38%
HPM
615
Hudson Portfolio Management
New York
$306K -$92.5K -1,015 -24%
SF
616
Summit Financial
New Jersey
$305K +$1.28K +14 +0.4%
DWM
617
DKM Wealth Management
California
$303K – – –
ONB
618
Old National Bancorp
Indiana
$303K +$3.83K +42 +1%
VFA
619
Valeo Financial Advisors
Indiana
$300K -$154K -1,689 -34%
LA
620
LVW Advisors
New York
$299K +$293K +3,210 New
CFO
621
CVA Family Office
Colorado
$299K – – –
PP
622
PDS Planning
Ohio
$297K +$26.5K +291 +10%
BMCM
623
Bryn Mawr Capital Management
Pennsylvania
$296K +$289K +3,170 New
CSIC
624
Clifford Swan Investment Counsel
California
$294K – – –
WIS
625
Wright Investors Service
Connecticut
$293K -$3.56K -39 -1%
23 24
25
26 27