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RIO

Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
726
Valley National Advisers
Pennsylvania
$3K – – –
KWAG
727
Kiely Wealth Advisory Group
North Carolina
$2.95K – – –
FFC
728
First Financial Corp
Indiana
$2.74K +$2.88K +43 New
APC
729
Aspire Private Capital
North Carolina
$2.55K – – –
CSC
730
Caldwell Sutter Capital
California
$2.55K – – –
SWM
731
Sugarloaf Wealth Management
Georgia
$2.36K – – –
AFWM
732
Abich Financial Wealth Management
Virginia
$2.36K +$2.48K +37 New
CPG
733
Cornerstone Planning Group
New Jersey
$2.28K +$2.21K +33 New
TFGT
734
TS Financial Group (TSFG)
Illinois
$2K -$6.36K -95 -79%
IFAM
735
Institutional & Family Asset Management
Colorado
$1.99K – – –
HWM
736
HighMark Wealth Management
Minnesota
$1.71K -$2.88K -43 -61%
HCM
737
Hollencrest Capital Management
California
$1.61K -$58.6K -875 -97%
SC
738
Sawyer & Company
Massachusetts
$1.59K – – –
WIM
739
Westside Investment Management
California
$1.53K – – –
EC
740
EntryPoint Capital
New York
$1.4K -$4.15K -62 -74%
RWM
741
Raffa Wealth Management
District of Columbia
$1.4K – – –
AWM
742
Abound Wealth Management
Tennessee
$1.08K -$469 -7 -29%
CA
743
Crewe Advisors
Utah
$1.02K +$1.07K +16 New
IHWM
744
Iron Horse Wealth Management
Iowa
$892 – – –
CAM
745
ClariVest Asset Management
California
$888 – – –
FIA
746
FNY Investment Advisers
New York
$881 +$926K +13,834 New
GIM
747
Gold Investment Management
Alberta, Canada
$765 – – –
HIA
748
Harbor Investment Advisory
Maryland
$319 +$335 +5 New
AWM
749
Activest Wealth Management
Florida
$255 – – –
BPWM
750
Badgley Phelps Wealth Managers
Washington
$217 – – –
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