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RIO

Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
726
Annapolis Financial Services
Maryland
$3.12K – – –
AA
727
Addison Advisors
Vermont
$3.12K +$1.27K +19 +63%
VNA
728
Valley National Advisers
Pennsylvania
$3K – – –
KWAG
729
Kiely Wealth Advisory Group
North Carolina
$2.95K – – –
FFC
730
First Financial Corp
Indiana
$2.74K +$2.88K +43 New
APC
731
Aspire Private Capital
North Carolina
$2.55K – – –
CSC
732
Caldwell Sutter Capital
California
$2.55K – – –
SWM
733
Sugarloaf Wealth Management
Georgia
$2.36K – – –
AFWM
734
Abich Financial Wealth Management
Virginia
$2.36K +$2.48K +37 New
CPG
735
Cornerstone Planning Group
New Jersey
$2.28K +$2.21K +33 New
TFGT
736
TS Financial Group (TSFG)
Illinois
$2K -$6.36K -95 -79%
IFAM
737
Institutional & Family Asset Management
Colorado
$1.99K – – –
HWM
738
HighMark Wealth Management
Minnesota
$1.71K -$2.88K -43 -61%
HCM
739
Hollencrest Capital Management
California
$1.61K -$58.6K -875 -97%
SC
740
Sawyer & Company
Massachusetts
$1.59K – – –
WIM
741
Westside Investment Management
California
$1.53K – – –
EC
742
EntryPoint Capital
New York
$1.4K -$4.15K -62 -74%
RWM
743
Raffa Wealth Management
District of Columbia
$1.4K – – –
AWM
744
Abound Wealth Management
Tennessee
$1.08K -$469 -7 -29%
CA
745
Crewe Advisors
Utah
$1.02K +$1.07K +16 New
IHWM
746
Iron Horse Wealth Management
Iowa
$892 – – –
CAM
747
ClariVest Asset Management
California
$888 – – –
GIM
748
Gold Investment Management
Alberta, Canada
$765 – – –
HIA
749
Harbor Investment Advisory
Maryland
$319 +$335 +5 New
AWM
750
Activest Wealth Management
Florida
$255 – – –
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