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Rivian
RIVN

Name Holding Trade Value Shares
Change 		Change in
Stake
BBWA
376
Bell & Brown Wealth Advisors
California
$151K +$21.6K +1,500 +13%
APW
377
Austin Private Wealth
Texas
$151K -$88.4K -6,150 -31%
FG
378
Foster Group
Iowa
$146K -$2.43K -169 -1%
VI
379
Vestcor Inc
New Brunswick, Canada
$145K +$244 +17 +0.1%
SW
380
SteelPeak Wealth
California
$142K +$1.44K +100 +0.8%
LNWWM
381
Laird Norton Wetherby Wealth Management
California
$141K +$3.39K +236 +2%
VCP
382
Verus Capital Partners
Arizona
$140K +$4.5K +313 +3%
PA
383
Parallel Advisors
California
$140K +$26K +1,807 +17%
CFG
384
Citizens Financial Group
Rhode Island
$136K +$174K +12,123 New
OIA
385
OneDigital Investment Advisors
Kansas
$135K +$13.8K +962 +9%
JGUA
386
John G. Ullman & Associates
New York
$135K +$14.4K +1,000 +9%
RCM
387
Requisite Capital Management
Texas
$135K +$172K +12,000 New
FAIM
388
Financial Advocates Investment Management
Washington
$133K +$170K +11,847 New
TWM
389
Tradition Wealth Management
Minnesota
$132K +$18K +1,250 +12%
STA
390
Summit Trail Advisors
New York
$131K -$276K -19,213 -62%
EWA
391
EP Wealth Advisors
California
$129K +$165K +11,475 New
FPAS
392
Focus Partners Advisor Solutions
Missouri
$129K -$5.13K -357 -3%
AAS
393
Avantax Advisory Services
Texas
$128K +$13.4K +933 +9%
AFG
394
Atomi Financial Group
New York
$128K +$163K +11,368 New
APG
395
Abacus Planning Group
South Carolina
$127K – – –
WG
396
Welch Group
Alabama
$122K -$3.78K -263 -2%
GC
397
Guggenheim Capital
Illinois
$122K -$30.5K -2,126 -16%
IAA
398
Independent Advisor Alliance
North Carolina
$121K +$4.22K +294 +3%
SWM
399
Sculati Wealth Management
Michigan
$120K -$3.3K -230 -2%
SPC
400
Sigma Planning Corp
Michigan
$120K -$1.15K -80 -0.7%
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16
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