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RIO

Name Holding Trade Value Shares
Change 		Change in
Stake
MNA
801
Manning & Napier Advisors
New York
$11.2K +$10K +139 New
PWAM
802
Private Wealth Asset Management
Iowa
$11.1K – – –
GKIM
803
GW&K Investment Management
Massachusetts
$11K – – –
WA
804
Westfuller Advisors
New York
$11K – – –
EPIMS
805
Evelyn Partners Investment Management Services
$10.8K – – –
QA
806
Quattro Advisors
Pennsylvania
$10.6K +$9.57K +133 New
AP
807
Aspect Partners
Virginia
$10.6K – – –
CMP
808
Coston McIsaac & Partners
Maine
$10K +$9.14K +127 New
LC
809
Lavaca Capital
Texas
$9.6K +$720 +10 +9%
IWP
810
IAG Wealth Partners
Wisconsin
$9.44K – – –
CTA
811
Colonial Trust Advisors
South Carolina
$9.09K -$4.17K -58 -34%
AF
812
Advisornet Financial
Minnesota
$9.07K – – –
RWS
813
Retirement Wealth Solutions
Wisconsin
$9.04K +$6.77K +94 +495%
SC
814
Swan Capital
Florida
$8K – – –
ZBNA
815
Zions Bancorporation, National Association
Utah
$7.84K – – –
SRCM
816
Signature Resources Capital Management
California
$7.6K – – –
FCMT
817
Founders Capital Management (Texas)
Texas
$6.16K – – –
FC
818
Financial Consulate
Maryland
$6K +$2.02K +28 +60%
AEPWM
819
Atlantic Edge Private Wealth Management
Florida
$6K +$5.4K +75 New
CAC
820
Core Alternative Capital
Georgia
$6K – – –
ST
821
Smithfield Trust
Pennsylvania
$6K +$5.11K +71 New
PWA
822
Physician Wealth Advisors
Utah
$5.84K +$1.01K +14 +24%
DWM
823
Dogwood Wealth Management
Kansas
$5.76K – – –
WA
824
WPG Advisers
Maryland
$5.76K +$648 +9 +14%
LWANC
825
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.6K +$5.04K +70 New
31 32
33
34 35