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RIO

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
701
Avion Wealth
Texas
$11K – – –
RWS
702
Retirement Wealth Solutions
Wisconsin
$10.6K – – –
VWM
703
Vermillion Wealth Management
Minnesota
$10.2K – – –
ACM
704
Anfield Capital Management
California
$9.61K – – –
ACM
705
Accent Capital Management
Ohio
$9.54K – – –
CA
706
Clearstead Advisors
Ohio
$9.34K +$616 +10 +7%
JFA
707
JNBA Financial Advisors
Minnesota
$9.25K – – –
FMTCOCP
708
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$9K – – –
GKIM
709
GW&K Investment Management
Massachusetts
$9K – – –
CPG
710
Cornerstone Planning Group
New Jersey
$8.78K +$1.78K +29 +25%
CCC
711
Chelsea Counsel Company
California
$8.29K – – –
AF
712
Advisornet Financial
Minnesota
$8.15K +$1.78K +29 +27%
EPIMS
713
Evelyn Partners Investment Management Services
$8.11K – – –
BIA
714
Bell Investment Advisors
California
$7.99K -$6.4K -104 -44%
CTWM
715
Cherry Tree Wealth Management
Minnesota
$7.93K – – –
HWP
716
Highline Wealth Partners
California
$7.75K +$3.45K +56 +77%
PMFA
717
Plante Moran Financial Advisors
Michigan
$7.51K +$7.7K +125 New
WTA
718
Washington Trust Advisors
Massachusetts
$7.39K – – –
TC
719
Truvestments Capital
Florida
$7.21K +$7.39K +120 New
IWP
720
IAG Wealth Partners
Wisconsin
$7.09K – – –
SO
721
Sierra Ocean
California
$7.07K -$6.53K -106 -48%
CCM
722
Chilton Capital Management
Texas
$6.91K +$7.08K +115 New
LC
723
Lavaca Capital
Texas
$6.61K – – –
NC
724
NewSquare Capital
Pennsylvania
$6.49K +$1.23K +20 +23%
CTA
725
Colonial Trust Advisors
South Carolina
$6.39K +$6.53K +106 New
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