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RIO

Name Holding Trade Value Shares
Change 		Change in
Stake
ABWM
826
Alpine Bank Wealth Management
Colorado
– -$30.3K -505 Closed
WF
827
Wayfinding Financial
Washington
– -$30K -488 Closed
AA
828
Addison Advisors
Vermont
– -$28K -466 Closed
MMCM
829
Murphy & Mullick Capital Management
New York
– -$20.2K -337 Closed
SFGP
830
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
– -$18K -299 Closed
CA
831
Continuum Advisory
Idaho
– -$17.1K -285 Closed
CHC
832
City Holding Co
West Virginia
– -$13.1K -218 Closed
CCC
833
Chelsea Counsel Company
California
– -$8.29K -133 Closed
CTWM
834
Cherry Tree Wealth Management
Minnesota
– -$7.93K -132 Closed
PMFA
835
Plante Moran Financial Advisors
Michigan
– -$7.51K -125 Closed
TC
836
Truvestments Capital
Florida
– -$7.21K -120 Closed
CCM
837
Chilton Capital Management
Texas
– -$6.91K -115 Closed
MWA
838
Medallion Wealth Advisors
Connecticut
– -$5.9K -98 Closed
AFS
839
Anderson Financial Strategies
Ohio
– -$5.71K -95 Closed
RFG
840
REAP Financial Group
Texas
– -$5.23K -87 Closed
USB
841
Union Savings Bank
Connecticut
– -$4.57K -76 Closed
T
842
Tidemark
California
– -$3.9K -65 Closed
FFO
843
Fortitude Family Office
Arizona
– -$3K -50 Closed
GWM
844
Graybill Wealth Management
Illinois
– -$3K -50 Closed
MFS
845
Mattson Financial Services
Michigan
– -$2.22K -37 Closed
GWSA
846
Global Wealth Strategies & Associates
Colorado
– -$1.26K -21 Closed
PCTC
847
Perkins Coie Trust Company
Washington
– -$660 -11 Closed
HHGA
848
Halbert Hargrove Global Advisors
California
– -$345 -6 Closed
FFA
849
Frazier Financial Advisors
Ohio
– -$256 -4 Closed
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