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RIO

Name Holding Trade Value Shares
Change 		Change in
Stake
EPIMS
701
Evelyn Partners Investment Management Services
$7.94K +$8.62K +135 New
CCC
702
Chelsea Counsel Company
California
$7.82K – – –
CTWM
703
Cherry Tree Wealth Management
Minnesota
$7.76K +$255 +4 +3%
DRP
704
Decker Retirement Planning
Utah
$7.64K +$8.3K +130 New
CPG
705
Cornerstone Planning Group
New Jersey
$7.28K -$703 -11 -9%
WTA
706
Washington Trust Advisors
Massachusetts
$7.23K – – –
IWP
707
IAG Wealth Partners
Wisconsin
$6.94K – – –
FWM
708
FLP Wealth Management
Arkansas
$6.48K +$7.03K +110 New
LC
709
Lavaca Capital
Texas
$6.47K +$7.03K +110 New
AF
710
Advisornet Financial
Minnesota
$6.27K -$20.6K -322 -75%
HWM
711
HighMark Wealth Management
Minnesota
$6.03K – – –
KLWA
712
Kelly Lawrence W & Associates
California
$5.88K – – –
TCM
713
TruNorth Capital Management
Michigan
$5.88K – – –
MWA
714
Medallion Wealth Advisors
Connecticut
$5.76K +$6.26K +98 New
SRCM
715
Signature Resources Capital Management
California
$5.59K – – –
ZB
716
Zions Bancorporation
Utah
$5.35K -$7.22K -113 -55%
CT
717
Coastline Trust
Rhode Island
$5.29K – – –
NC
718
NewSquare Capital
Pennsylvania
$5.17K +$5.62K +88 New
RBI
719
Raiffeisen Bank International
Austria
$4.96K +$5.43K +85 New
SAM
720
Synergy Asset Management
Washington
$4.7K +$4.21K +66 New
LFG
721
Larson Financial Group
Missouri
$4.65K – – –
FCMT
722
Founders Capital Management (Texas)
Texas
$4.53K – – –
HWP
723
Highline Wealth Partners
California
$4.29K +$2.56K +40 +121%
DWM
724
Dogwood Wealth Management
Kansas
$4.29K – – –
AIC
725
Archer Investment Corporation
Indiana
$4K – – –
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