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RIO

Name Holding Trade Value Shares
Change 		Change in
Stake
GKIM
701
GW&K Investment Management
Massachusetts
$11K +$257 +4 +3%
JFA
702
JNBA Financial Advisors
Minnesota
$11K – – –
ACM
703
Accent Capital Management
Ohio
$10.9K – – –
FFA
704
Frazier Financial Advisors
Ohio
$10.7K -$8.67K -135 -47%
NMM
705
Naples Money Management
Florida
$10.4K – – –
HGERS
706
Householder Group Estate & Retirement Specialist
Arizona
$10K -$28.1K -437 -75%
SIC
707
SJS Investment Consulting
Ohio
$9.65K +$257 +4 +3%
CCC
708
Chelsea Counsel Company
California
$9.47K – – –
GSEP
709
Golden State Equity Partners
California
$9.39K +$8.48K +132 New
AWM
710
Abound Wealth Management
Tennessee
$9.32K +$7.32K +114 +671%
CTWM
711
Cherry Tree Wealth Management
Minnesota
$9.11K – – –
WTA
712
Washington Trust Advisors
Massachusetts
$8.75K – – –
CPG
713
Cornerstone Planning Group
New Jersey
$8.55K -$70.1K -1,092 -90%
IWP
714
IAG Wealth Partners
Wisconsin
$8.4K – – –
TWD
715
True Wealth Design
Ohio
$7.83K -$774K -12,047 -99%
OC
716
Oakworth Capital
Alabama
$7.83K +$7.07K +110 New
HWM
717
HighMark Wealth Management
Minnesota
$7.29K +$128 +2 +2%
BWP
718
Baldwin Wealth Partners
Massachusetts
$7.12K – – –
KLWA
719
Kelly Lawrence W & Associates
California
$7.12K – – –
TCM
720
TruNorth Capital Management
Michigan
$7.12K +$6.42K +100 New
FMP
721
Financial Management Professionals
Texas
$7K +$3.79K +59 +140%
HFS
722
Hantz Financial Services
Michigan
$7K +$6.68K +104 New
SRCM
723
Signature Resources Capital Management
California
$6.76K – – –
WWP
724
WR Wealth Planners
Missouri
$6.55K – – –
BAM
725
Byrne Asset Management
New Jersey
$6.41K -$3.21K -50 -36%
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