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RIO

Name Holding Trade Value Shares
Change 		Change in
Stake
PWAM
801
Private Wealth Asset Management
Iowa
$11.1K – – –
GKIM
802
GW&K Investment Management
Massachusetts
$11K – – –
WA
803
Westfuller Advisors
New York
$11K – – –
EPIMS
804
Evelyn Partners Investment Management Services
$10.8K – – –
QA
805
Quattro Advisors
Pennsylvania
$10.6K +$9.57K +133 New
AP
806
Aspect Partners
Virginia
$10.6K – – –
CMP
807
Coston McIsaac & Partners
Maine
$10K +$9.14K +127 New
LC
808
Lavaca Capital
Texas
$9.6K +$720 +10 +9%
IWP
809
IAG Wealth Partners
Wisconsin
$9.44K – – –
CTA
810
Colonial Trust Advisors
South Carolina
$9.09K -$4.17K -58 -34%
AF
811
Advisornet Financial
Minnesota
$9.07K – – –
RWS
812
Retirement Wealth Solutions
Wisconsin
$9.04K +$6.77K +94 +495%
SC
813
Swan Capital
Florida
$8K – – –
ZBNA
814
Zions Bancorporation, National Association
Utah
$7.84K – – –
SRCM
815
Signature Resources Capital Management
California
$7.6K – – –
FCMT
816
Founders Capital Management (Texas)
Texas
$6.16K – – –
FC
817
Financial Consulate
Maryland
$6K +$2.02K +28 +60%
AEPWM
818
Atlantic Edge Private Wealth Management
Florida
$6K +$5.4K +75 New
CAC
819
Core Alternative Capital
Georgia
$6K – – –
ST
820
Smithfield Trust
Pennsylvania
$6K +$5.11K +71 New
PWA
821
Physician Wealth Advisors
Utah
$5.84K +$1.01K +14 +24%
DWM
822
Dogwood Wealth Management
Kansas
$5.76K – – –
WA
823
WPG Advisers
Maryland
$5.76K +$648 +9 +14%
LWANC
824
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.6K +$5.04K +70 New
AIC
825
Archer Investment Corporation
Indiana
$5.44K – – –
31 32
33
34 35