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RIO

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
651
Hohimer Wealth Management
Washington
$273K +$27K +266 +10%
FIA
652
FNY Investment Advisers
New York
$273K +$292K +2,880 New
MSFS
653
Main Street Financial Solutions
Pennsylvania
$273K – – –
EFG
654
Everest Financial Group
Minnesota
$273K +$912 +9 +0.3%
SIM
655
Samara Investment Management
Oregon
$271K -$4.46K -44 -2%
TSS
656
Two Sigma Securities
New York
$270K +$288K +2,845 New
PCS
657
Personal CFO Solutions
New Jersey
$270K +$1.93K +19 +0.7%
FFG
658
Forum Finance Group
$268K – – –
QPBE
659
Quintet Private Bank (Europe)
Luxembourg
$266K -$15.2K -150 -5%
BC
660
Burney Company
Virginia
$266K +$52.1K +514 +23%
IA
661
IFG Advisory
Georgia
$265K +$283K +2,787 New
TWM
662
Thrive Wealth Management
Pennsylvania
$263K -$203 -2 -0.1%
HI
663
Hudock Inc
Pennsylvania
$262K +$6.18K +61 +2%
KMWM
664
Keudell/Morrison Wealth Management
Oregon
$261K – – –
LFG
665
Larson Financial Group
Missouri
$260K +$70.5K +695 +34%
NHC
666
Nicholas Hoffman & Company
Georgia
$260K -$123K -1,214 -31%
AFA
667
Allium Financial Advisors
Oregon
$259K +$6.59K +65 +2%
SIAP
668
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$258K +$12.9K +127 +5%
QP
669
Quilter Plc
United Kingdom
$257K – – –
NPT
670
National Philanthropic Trust
Pennsylvania
$256K – – –
ACA
671
Aspire Capital Advisors
Washington
$254K -$4.16K -41 -2%
PAA
672
Peregrine Asset Advisers
Oregon
$252K +$10.1K +100 +4%
CA
673
Clearstead Advisors
Ohio
$252K +$243K +2,398 +937%
SP
674
Stonebrook Private
Michigan
$252K +$269K +2,650 New
MNBTD
675
Moody National Bank Trust Division
Texas
$249K – – –
25 26
27
28 29