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RIO

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
726
HighMark Wealth Management
Minnesota
$6.16K – – –
WA
727
WPG Advisers
Maryland
$6.07K -$3.57K -58 -36%
TCM
728
TruNorth Capital Management
Michigan
$6.01K – – –
BCM
729
Berbice Capital Management
New York
$6.01K +$6.16K +100 New
MWA
730
Medallion Wealth Advisors
Connecticut
$5.9K – – –
SRCM
731
Signature Resources Capital Management
California
$5.71K – – –
AFS
732
Anderson Financial Strategies
Ohio
$5.71K +$5.85K +95 New
ZBNA
733
Zions Bancorporation, National Association
Utah
$5.47K +$5.6K +91 New
CT
734
Coastline Trust
Rhode Island
$5.41K – – –
LFG
735
Larson Financial Group
Missouri
$5.29K +$554 +9 +11%
RFG
736
REAP Financial Group
Texas
$5.23K -$6.34K -103 -54%
RBI
737
Raiffeisen Bank International
Austria
$5.06K – – –
YP
738
YANKCOM Partnership
South Dakota
$4.69K +$4.8K +78 New
FCMT
739
Founders Capital Management (Texas)
Texas
$4.63K – – –
SHIM
740
Stone House Investment Management
Pennsylvania
$4.63K +$4.74K +77 New
USB
741
Union Savings Bank
Connecticut
$4.57K +$4.68K +76 New
DWM
742
Dogwood Wealth Management
Kansas
$4.38K – – –
AIC
743
Archer Investment Corporation
Indiana
$4.08K – – –
T
744
Tidemark
California
$3.9K – – –
PWA
745
Physician Wealth Advisors
Utah
$3.85K -$10.2K -166 -72%
TWD
746
True Wealth Design
Ohio
$3.73K +$739 +12 +24%
WWM
747
Wolff Wiese Magana
California
$3.31K +$3.39K +55 New
MBFW
748
Morton Brown Family Wealth
Pennsylvania
$3.3K +$3.39K +55 New
OP
749
ORG Partners
Indiana
$3.01K +$3.08K +50 New
FFO
750
Fortitude Family Office
Arizona
$3K -$369 -6 -11%
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30
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