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|
|
This page summarizes the RIO holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether RIO is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing RIO Share Count |
|---|
| Viking Fund Management LLC |
350 |
50,700 |
+50,350 |
+14385.71% |
| Simplex Trading LLC |
1,580 |
31,180 |
+29,600 |
+1873.42% |
| Allworth Financial LP |
331 |
1,205 |
+874 |
+264.05% |
| SJS Investment Consulting Inc. |
39 |
127 |
+88 |
+225.64% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
2,783 |
8,195 |
+5,412 |
+194.47% |
| Verdence Capital Advisors LLC |
8,593 |
22,638 |
+14,045 |
+163.45% |
| Newbridge Financial Services Group Inc. |
800 |
1,842 |
+1,042 |
+130.25% |
| Courier Capital LLC |
6,344 |
13,300 |
+6,956 |
+109.65% |
| Palliser Capital UK Ltd |
33,935 |
63,200 |
+29,265 |
+86.24% |
| BNP Paribas Arbitrage SA |
25,897 |
47,374 |
+21,477 |
+82.93% |
| Allspring Global Investments Holdings LLC |
6,224 |
9,638 |
+3,414 |
+54.85% |
| Mission Wealth Management LP |
5,595 |
7,706 |
+2,111 |
+37.73% |
| One Wealth Advisors LLC |
5,093 |
6,939 |
+1,846 |
+36.25% |
| Hunter Associates Investment Management LLC |
7,900 |
10,300 |
+2,400 |
+30.38% |
| Addenda Capital Inc. |
78,813 |
100,677 |
+21,864 |
+27.74% |
| Accurate Wealth Management LLC |
14,183 |
18,114 |
+3,931 |
+27.72% |
| Requisite Capital Management LLC |
5,756 |
7,217 |
+1,461 |
+25.38% |
| Davis Capital Management |
8,883 |
11,041 |
+2,158 |
+24.29% |
| Fulcrum Equity Management |
4,314 |
5,329 |
+1,015 |
+23.53% |
| MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH |
797,985 |
978,859 |
+180,874 |
+22.67% |
| Baillie Gifford & Co. |
232 |
278 |
+46 |
+19.83% |
| Astoria Portfolio Advisors LLC. |
6,425 |
7,634 |
+1,209 |
+18.82% |
| Gilman Hill Asset Management LLC |
48,646 |
57,362 |
+8,716 |
+17.92% |
| First Horizon Advisors Inc. |
1,033 |
1,216 |
+183 |
+17.72% |
| DGS Capital Management LLC |
11,642 |
13,622 |
+1,980 |
+17.01% |
| Main Street Financial Solutions LLC |
15,357 |
17,770 |
+2,413 |
+15.71% |
| Stratos Wealth Partners LTD. |
16,414 |
18,936 |
+2,522 |
+15.36% |
| Naviter Wealth LLC |
21,459 |
24,593 |
+3,134 |
+14.60% |
| Murphy Pohlad Asset Management LLC |
17,280 |
19,735 |
+2,455 |
+14.21% |
| Ellsworth Advisors LLC |
6,537 |
7,462 |
+925 |
+14.15% |
| Salem Investment Counselors Inc. |
113,360 |
127,216 |
+13,856 |
+12.22% |
| Stonegate Investment Group LLC |
3,138 |
3,488 |
+350 |
+11.15% |
| NBC Securities Inc. |
853 |
940 |
+87 |
+10.20% |
| Global Retirement Partners LLC |
2,718 |
2,963 |
+245 |
+9.01% |
| MKT Advisors LLC |
3,365 |
3,665 |
+300 |
+8.92% |
| Compagnie Lombard Odier SCmA |
6,900 |
7,500 |
+600 |
+8.70% |
| Sweet Financial Partners LLC |
11,862 |
12,862 |
+1,000 |
+8.43% |
| Ritholtz Wealth Management |
76,746 |
82,711 |
+5,965 |
+7.77% |
| Ronald Blue Trust Inc. |
4,349 |
4,653 |
+304 |
+6.99% |
| Royal Fund Management LLC |
28,650 |
30,451 |
+1,801 |
+6.29% |
| 180 Wealth Advisors LLC |
5,939 |
6,302 |
+363 |
+6.11% |
| Capstone Triton Financial Group LLC |
18,629 |
19,682 |
+1,053 |
+5.65% |
| Bell Bank |
132,847 |
140,025 |
+7,178 |
+5.40% |
| Checchi Capital Advisers LLC |
9,645 |
10,161 |
+516 |
+5.35% |
| Naples Global Advisors LLC |
87,736 |
92,216 |
+4,480 |
+5.11% |
| Mitchell & Pahl Private Wealth LLC |
10,969 |
11,523 |
+554 |
+5.05% |
| Allen Wealth Management LLC |
21,396 |
22,306 |
+910 |
+4.25% |
| Optas LLC |
3,679 |
3,833 |
+154 |
+4.19% |
| Parkside Financial Bank & Trust |
553 |
574 |
+21 |
+3.80% |
| Capital Advisors Inc. OK |
406,393 |
421,322 |
+14,929 |
+3.67% |
| Legacy Wealth Asset Management LLC |
7,564 |
7,834 |
+270 |
+3.57% |
| Private Trust Co. NA |
1,600 |
1,655 |
+55 |
+3.44% |
| Adviser Investments LLC |
44,733 |
45,986 |
+1,253 |
+2.80% |
| Azzad Asset Management Inc. ADV |
20,506 |
21,053 |
+547 |
+2.67% |
| Keel Point LLC |
3,362 |
3,441 |
+79 |
+2.35% |
| Wela Strategies Inc. |
6,015 |
6,152 |
+137 |
+2.28% |
| Grove Bank & Trust |
1,080 |
1,104 |
+24 |
+2.22% |
| Sunbelt Securities Inc. |
11,531 |
11,766 |
+235 |
+2.04% |
| Brown Advisory Inc. |
7,709 |
7,849 |
+140 |
+1.82% |
| Cooper Financial Group |
4,431 |
4,509 |
+78 |
+1.76% |
| Avitas Wealth Management LLC |
32,684 |
33,108 |
+424 |
+1.30% |
| Raymond James Financial Services Advisors Inc. |
59,900 |
60,623 |
+723 |
+1.21% |
| Ballentine Partners LLC |
6,725 |
6,804 |
+79 |
+1.17% |
| Family Legacy Inc. |
25,858 |
26,148 |
+290 |
+1.12% |
| Eagle Bluffs Wealth Management LLC |
14,675 |
14,834 |
+159 |
+1.08% |
| Greenleaf Trust |
17,473 |
17,612 |
+139 |
+0.80% |
| Cornerstone Wealth Management LLC |
6,385 |
6,435 |
+50 |
+0.78% |
| Cravens & Co Advisors LLC |
14,516 |
14,628 |
+112 |
+0.77% |
| Shilanski & Associates Inc. |
58,093 |
58,458 |
+365 |
+0.63% |
| Bfsg LLC |
24,998 |
25,128 |
+130 |
+0.52% |
| Uncommon Cents Investing LLC |
56,090 |
56,265 |
+175 |
+0.31% |
| Traveka Wealth LLC |
3,741 |
3,748 |
+7 |
+0.19% |
| Spire Wealth Management |
6,661 |
6,672 |
+11 |
+0.17% |
| 13F Filers Reporting New Positions In RIO |
|---|
| First Financialcorp IN |
0 |
43 |
+43 |
+100% |
| Stock Yards Bank & Trust Co. |
0 |
4,858 |
+4,858 |
+100% |
| Godsey & Gibb Associates |
0 |
80 |
+80 |
+100% |
| Greylin Investment Mangement Inc. |
0 |
9,096 |
+9,096 |
+100% |
| American National Bank |
0 |
1,300 |
+1,300 |
+100% |
| Cornerstone Investment Partners LLC |
0 |
16,823 |
+16,823 |
+100% |
| Westend Capital Management LLC |
0 |
250 |
+250 |
+100% |
| Founders Financial Securities LLC |
0 |
9,933 |
+9,933 |
+100% |
| Zurcher Kantonalbank Zurich Cantonalbank |
0 |
125 |
+125 |
+100% |
| Capstone Investment Advisors LLC |
0 |
27,212 |
+27,212 |
+100% |
| Northwest Investment Counselors LLC |
0 |
413 |
+413 |
+100% |
| Confluence Investment Management LLC |
0 |
16,469 |
+16,469 |
+100% |
| IMC Chicago LLC |
0 |
16,773 |
+16,773 |
+100% |
| Harbor Investment Advisory LLC |
0 |
5 |
+5 |
+100% |
| YHB Investment Advisors Inc. |
0 |
459 |
+459 |
+100% |
| Mesirow Financial Investment Management Inc. |
0 |
9,137 |
+9,137 |
+100% |
| Mather Group LLC. |
0 |
1,187 |
+1,187 |
+100% |
| Community Financial Services Group LLC |
0 |
34,943 |
+34,943 |
+100% |
| Mirae Asset Global Investments Co. Ltd. |
0 |
110,120 |
+110,120 |
+100% |
| Riverview Trust Co |
0 |
1,728 |
+1,728 |
+100% |
| BTC Capital Management Inc. |
0 |
25,629 |
+25,629 |
+100% |
| Ibex Wealth Advisors |
0 |
8,771 |
+8,771 |
+100% |
| Stratos Wealth Advisors LLC |
0 |
21,438 |
+21,438 |
+100% |
| Crescent Grove Advisors LLC |
0 |
8,070 |
+8,070 |
+100% |
| Columbus Macro LLC |
0 |
19,933 |
+19,933 |
+100% |
| Versant Capital Management Inc |
0 |
293 |
+293 |
+100% |
| LifeSteps Financial Inc. |
0 |
523 |
+523 |
+100% |
| Caas Capital Management LP |
0 |
9,832 |
+9,832 |
+100% |
| Aaron Wealth Advisors |
0 |
4,852 |
+4,852 |
+100% |
| GoalVest Advisory LLC |
0 |
7,617 |
+7,617 |
+100% |
| Advocate Group LLC |
0 |
27,941 |
+27,941 |
+100% |
| BayBridge Capital Group LLC |
0 |
6,664 |
+6,664 |
+100% |
| Wedmont Private Capital |
0 |
3,242 |
+3,242 |
+100% |
| Ameliora Wealth Management Ltd. |
0 |
1,800 |
+1,800 |
+100% |
| HB Wealth Management LLC |
0 |
3,530 |
+3,530 |
+100% |
| Eagle Rock Investment Company LLC |
0 |
17,185 |
+17,185 |
+100% |
| Walker Asset Management LLC |
0 |
3,407 |
+3,407 |
+100% |
| Breakwater Capital Group |
0 |
4,569 |
+4,569 |
+100% |
| PFG Investments LLC |
0 |
4,895 |
+4,895 |
+100% |
| Focus Financial Network Inc. |
0 |
5,356 |
+5,356 |
+100% |
| Accordant Advisory Group Inc |
0 |
488 |
+488 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Rockland Trust Co. |
3,545 |
3,545 |
UNCH |
0.00% |
| Caldwell Sutter Capital Inc. |
40 |
40 |
UNCH |
0.00% |
| Valley National Advisers Inc. |
50 |
50 |
UNCH |
0.00% |
| Toth Financial Advisory Corp |
1,209 |
1,209 |
UNCH |
0.00% |
| Tompkins Financial Corp |
2,400 |
2,400 |
UNCH |
0.00% |
| Fort Washington Investment Advisors Inc. OH |
4,460 |
4,460 |
UNCH |
0.00% |
| Norwood Financial Corp |
200 |
200 |
UNCH |
0.00% |
| Baldwin Brothers Inc. MA |
100 |
100 |
UNCH |
0.00% |
| Adirondack Trust Co. |
1,500 |
1,500 |
UNCH |
0.00% |
| WASHINGTON TRUST Co |
2,140 |
2,140 |
UNCH |
0.00% |
| Boyd Watterson Asset Management LLC OH |
332 |
332 |
UNCH |
0.00% |
| Bourne Lent Asset Management Inc. |
3,400 |
3,400 |
UNCH |
0.00% |
| Central Bank & Trust Co. |
429 |
429 |
UNCH |
0.00% |
| Acropolis Investment Management LLC |
2,098 |
2,098 |
UNCH |
0.00% |
| Pacific Heights Asset Management LLC |
160,000 |
160,000 |
UNCH |
0.00% |
| North Star Investment Management Corp. |
300 |
300 |
UNCH |
0.00% |
| Westside Investment Management Inc. |
24 |
24 |
UNCH |
0.00% |
| Triangle Securities Wealth Management |
10,696 |
10,696 |
UNCH |
0.00% |
| JNBA Financial Advisors |
154 |
154 |
UNCH |
0.00% |
| Klingman & Associates LLC |
3,724 |
3,724 |
UNCH |
0.00% |
| Sugarloaf Wealth Management LLC |
37 |
37 |
UNCH |
0.00% |
| Legacy Bridge LLC |
11,030 |
11,030 |
UNCH |
0.00% |
| Farmers & Merchants Trust Co of Chambersburg PA |
152 |
152 |
UNCH |
0.00% |
| Pinnacle Bank |
453 |
453 |
UNCH |
0.00% |
| Founders Capital Management |
77 |
77 |
UNCH |
0.00% |
| Sawyer & Company Inc |
25 |
25 |
UNCH |
0.00% |
| Carmichael Hill & Associates Inc. |
1,757 |
1,757 |
UNCH |
0.00% |
| Solstein Capital LLC |
1,950 |
1,950 |
UNCH |
0.00% |
| Sound Income Strategies LLC |
238 |
238 |
UNCH |
0.00% |
| Aspire Private Capital LLC |
40 |
40 |
UNCH |
0.00% |
| Foster Victor Wealth Advisors LLC |
3,299 |
3,299 |
UNCH |
0.00% |
| Banque Cantonale Vaudoise |
550 |
550 |
UNCH |
0.00% |
| S.A. Mason LLC |
1,500 |
1,500 |
UNCH |
0.00% |
| Bellevue Asset Management LLC |
335 |
335 |
UNCH |
0.00% |
| Key Financial Inc |
350 |
350 |
UNCH |
0.00% |
| CVA Family Office LLC |
4,145 |
4,145 |
UNCH |
0.00% |
| Center for Financial Planning Inc. |
165 |
165 |
UNCH |
0.00% |
| IAG Wealth Partners LLC |
118 |
118 |
UNCH |
0.00% |
| Iron Horse Wealth Management LLC |
14 |
14 |
UNCH |
0.00% |
| Legal Advantage Investments Inc. |
5,700 |
5,700 |
UNCH |
0.00% |
| Annapolis Financial Services LLC |
49 |
49 |
UNCH |
0.00% |
| Bank of New Hampshire |
420 |
420 |
UNCH |
0.00% |
| Activest Wealth Management |
4 |
4 |
UNCH |
0.00% |
| Byrne Asset Management LLC |
140 |
140 |
UNCH |
0.00% |
| Ulland Investment Advisors LLC |
2,100 |
2,100 |
UNCH |
0.00% |
| Autumn Glory Partners LLC |
4,175 |
4,175 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
2,485 |
2,485 |
UNCH |
0.00% |
| Signature Resources Capital Management LLC |
95 |
95 |
UNCH |
0.00% |
| Coston McIsaac & Partners |
283 |
283 |
UNCH |
0.00% |
| Core Wealth Partners LLC |
5,000 |
5,000 |
UNCH |
0.00% |
| Financial Freedom LLC |
257 |
257 |
UNCH |
0.00% |
| Halpern Financial Inc. |
186 |
186 |
UNCH |
0.00% |
| Financial Perspectives Inc |
419 |
419 |
UNCH |
0.00% |
| Naples Money Management LLC |
146 |
146 |
UNCH |
0.00% |
| Sachetta LLC |
120 |
120 |
UNCH |
0.00% |
| 13F Filers Decreasing RIO Share Count |
|---|
| Hollencrest Capital Management |
900 |
25 |
-875 |
-97.22% |
| Cutler Group LP |
7,710 |
806 |
-6,904 |
-89.55% |
| Financial Management Professionals Inc. |
617 |
101 |
-516 |
-83.63% |
| Atlas Capital Advisors LLC |
1,959 |
399 |
-1,560 |
-79.63% |
| Tsfg LLC |
120 |
25 |
-95 |
-79.17% |
| Bogart Wealth LLC |
679 |
179 |
-500 |
-73.64% |
| Gateway Investment Advisers LLC |
91,414 |
25,443 |
-65,971 |
-72.17% |
| CWM LLC |
14,015 |
4,519 |
-9,496 |
-67.76% |
| SYSTM Wealth Solutions LLC |
1,578 |
562 |
-1,016 |
-64.39% |
| Sequoia Financial Advisors LLC |
25,361 |
9,488 |
-15,873 |
-62.59% |
| HighMark Wealth Management LLC |
70 |
27 |
-43 |
-61.43% |
| AdvisorNet Financial Inc |
372 |
212 |
-160 |
-43.01% |
| Benjamin F. Edwards & Company Inc. |
6,611 |
3,817 |
-2,794 |
-42.26% |
| Essex Financial Services Inc. |
14,366 |
9,438 |
-4,928 |
-34.30% |
| Janney Montgomery Scott LLC |
105,319 |
70,987 |
-34,332 |
-32.60% |
| Hexagon Capital Partners LLC |
3,859 |
2,737 |
-1,122 |
-29.07% |
| Juncture Wealth Strategies LLC |
8,832 |
6,500 |
-2,332 |
-26.40% |
| Proequities Inc. |
875 |
648 |
-227 |
-25.94% |
| DekaBank Deutsche Girozentrale |
45,438 |
34,338 |
-11,100 |
-24.43% |
| GAMMA Investing LLC |
1,760 |
1,384 |
-376 |
-21.36% |
| Princeton Global Asset Management LLC |
220 |
177 |
-43 |
-19.55% |
| CAPROCK Group Inc. |
5,380 |
4,367 |
-1,013 |
-18.83% |
| Veriti Management LLC |
22,300 |
18,141 |
-4,159 |
-18.65% |
| Thrive Wealth Management LLC |
5,786 |
4,757 |
-1,029 |
-17.78% |
| OLD National Bancorp IN |
4,529 |
3,764 |
-765 |
-16.89% |
| Valeo Financial Advisors LLC |
8,665 |
7,318 |
-1,347 |
-15.55% |
| Hennion & Walsh Asset Management Inc. |
27,814 |
23,498 |
-4,316 |
-15.52% |
| Compass Wealth Management LLC |
20,121 |
17,071 |
-3,050 |
-15.16% |
| Kingswood Wealth Advisors LLC |
8,221 |
6,994 |
-1,227 |
-14.93% |
| JFS Wealth Advisors LLC |
347 |
296 |
-51 |
-14.70% |
| Clifford Swan Investment Counsel LLC |
3,684 |
3,150 |
-534 |
-14.50% |
| Barry Investment Advisors LLC |
5,110 |
4,381 |
-729 |
-14.27% |
| Optimum Investment Advisors |
4,075 |
3,525 |
-550 |
-13.50% |
| Summit Global Investments |
73,051 |
63,425 |
-9,626 |
-13.18% |
| Park National Corp OH |
4,825 |
4,229 |
-596 |
-12.35% |
| Wealth Enhancement Advisory Services LLC |
50,613 |
44,646 |
-5,967 |
-11.79% |
| Regions Financial Corp |
21,655 |
19,375 |
-2,280 |
-10.53% |
| FCG Investment Co |
21,895 |
19,702 |
-2,193 |
-10.02% |
| CENTRAL TRUST Co |
12,630 |
11,374 |
-1,256 |
-9.94% |
| SeaCrest Wealth Management LLC |
10,780 |
9,778 |
-1,002 |
-9.29% |
| First Hawaiian Bank |
11,456 |
10,486 |
-970 |
-8.47% |
| GPS Wealth Strategies Group LLC |
2,667 |
2,453 |
-214 |
-8.02% |
| Cohen Investment Advisors LLC |
5,104 |
4,705 |
-399 |
-7.82% |
| Clarius Group LLC |
6,781 |
6,281 |
-500 |
-7.37% |
| Private Advisor Group LLC |
34,392 |
31,914 |
-2,478 |
-7.21% |
| Park Avenue Securities LLC |
13,558 |
12,584 |
-974 |
-7.18% |
| Mayflower Financial Advisors LLC |
14,669 |
13,629 |
-1,040 |
-7.09% |
| Sumitomo Mitsui Trust Holdings Inc. |
64,869 |
60,657 |
-4,212 |
-6.49% |
| Sterling Investment Advisors Ltd. |
6,219 |
5,819 |
-400 |
-6.43% |
| Yousif Capital Management LLC |
23,199 |
21,759 |
-1,440 |
-6.21% |
| JJJ Advisors Inc. |
5,254 |
4,930 |
-324 |
-6.17% |
| Raymond James & Associates |
545,595 |
511,972 |
-33,623 |
-6.16% |
| Marks Group Wealth Management Inc |
8,495 |
8,017 |
-478 |
-5.63% |
| Meritage Portfolio Management |
42,192 |
39,876 |
-2,316 |
-5.49% |
| Lindbrook Capital LLC |
2,664 |
2,518 |
-146 |
-5.48% |
| Pinnacle Associates Ltd. |
51,563 |
48,799 |
-2,764 |
-5.36% |
| UMB Bank N A MO |
3,099 |
2,935 |
-164 |
-5.29% |
| Perigon Wealth Management LLC |
22,157 |
21,012 |
-1,145 |
-5.17% |
| Van ECK Associates Corp |
715,829 |
679,961 |
-35,868 |
-5.01% |
| Rosenberg Matthew Hamilton |
1,641 |
1,559 |
-82 |
-5.00% |
| Aprio Wealth Management LLC |
4,317 |
4,123 |
-194 |
-4.49% |
| Natixis Advisors L.P. |
667,962 |
639,764 |
-28,198 |
-4.22% |
| Chesley Taft & Associates LLC |
6,275 |
6,025 |
-250 |
-3.98% |
| Bruce G. Allen Investments LLC |
636 |
612 |
-24 |
-3.77% |
| Fifth Third Bancorp |
51,015 |
49,283 |
-1,732 |
-3.40% |
| Fulton Bank N.A. |
5,223 |
5,050 |
-173 |
-3.31% |
| Forbes J M & Co. LLP |
91,821 |
89,156 |
-2,665 |
-2.90% |
| Cary Street Partners Investment Advisory LLC |
4,450 |
4,329 |
-121 |
-2.72% |
| Sage Rhino Capital LLC |
4,268 |
4,160 |
-108 |
-2.53% |
| Capital Investment Advisors LLC |
400,362 |
390,250 |
-10,112 |
-2.53% |
| Bank of New York Mellon Corp |
76,636 |
74,786 |
-1,850 |
-2.41% |
| LongView Wealth Management |
10,468 |
10,257 |
-211 |
-2.02% |
| J.W. Cole Advisors Inc. |
4,731 |
4,639 |
-92 |
-1.94% |
| Nicholas Hoffman & Company LLC. |
6,972 |
6,864 |
-108 |
-1.55% |
| Community Bank & Trust Waco Texas |
6,873 |
6,786 |
-87 |
-1.27% |
| Parsons Capital Management Inc. RI |
56,185 |
55,545 |
-640 |
-1.14% |
| Cambridge Investment Research Advisors Inc. |
98,595 |
97,576 |
-1,019 |
-1.03% |
| Jeppson Wealth Management LLC |
14,099 |
13,993 |
-106 |
-0.75% |
| Steel Peak Wealth Management LLC |
22,125 |
21,960 |
-165 |
-0.75% |
| Traynor Capital Management Inc. |
5,739 |
5,701 |
-38 |
-0.66% |
| IVC Wealth Advisors LLC |
8,956 |
8,900 |
-56 |
-0.63% |
| Pacifica Partners Inc. |
806 |
801 |
-5 |
-0.62% |
| Grassi Investment Management |
204,704 |
203,479 |
-1,225 |
-0.60% |
| Raymond James Trust N.A. |
8,615 |
8,585 |
-30 |
-0.35% |
| Violich Capital Management Inc. |
57,055 |
56,905 |
-150 |
-0.26% |
| Neville Rodie & Shaw Inc. |
33,840 |
33,800 |
-40 |
-0.12% |
| Soltis Investment Advisors LLC |
99,759 |
99,658 |
-101 |
-0.10% |
| Rakuten Securities Inc. |
2,663 |
2,661 |
-2 |
-0.08% |
| Commonwealth Equity Services LLC |
176,735 |
176,625 |
-110 |
-0.06% |
| Kempner Capital Management Inc. |
32,840 |
32,837 |
-3 |
-0.01% |
| 13F Filers Exiting RIO |
|---|
| Ables Iannone Moore & Associates Inc. |
25 |
0 |
-25 |
-100.00% |
| Sivia Capital Partners LLC |
3,569 |
0 |
-3,569 |
-100.00% |
| Sapient Capital LLC |
2,981 |
0 |
-2,981 |
-100.00% |
| Arlington Trust Co LLC |
29 |
0 |
-29 |
-100.00% |
| McGlone Suttner Wealth Management Inc. |
68 |
0 |
-68 |
-100.00% |
| FSC Wealth Advisors LLC |
100 |
0 |
-100 |
-100.00% |
| HFG Advisors Inc. |
3,250 |
0 |
-3,250 |
-100.00% |
| Eagle Strategies LLC |
4,875 |
0 |
-4,875 |
-100.00% |
| Wealth Management Partners LLC |
15,912 |
0 |
-15,912 |
-100.00% |
| Planned Solutions Inc. |
2,797 |
0 |
-2,797 |
-100.00% |
| Tennessee Valley Asset Management Partners |
234 |
0 |
-234 |
-100.00% |
| International Assets Investment Management LLC |
106,821 |
0 |
-106,821 |
-100.00% |
| Total Clarity Wealth Management Inc. |
3,130 |
0 |
-3,130 |
-100.00% |
| RMR Wealth Builders |
2,869 |
0 |
-2,869 |
-100.00% |
| BEAM Asset Management LLC |
2,843 |
0 |
-2,843 |
-100.00% |
| Coastal Investment Advisors Inc. |
2,766 |
0 |
-2,766 |
-100.00% |
| Thomist Capital Management LP |
202,500 |
0 |
-202,500 |
-100.00% |
| Financial Advocates Investment Management |
2,898 |
0 |
-2,898 |
-100.00% |
| Kovack Advisors Inc. |
9,261 |
0 |
-9,261 |
-100.00% |
| Mountain Capital Investment Advisors Inc |
10,808 |
0 |
-10,808 |
-100.00% |
| Venturi Wealth Management LLC |
15 |
0 |
-15 |
-100.00% |
| First Personal Financial Services |
600 |
0 |
-600 |
-100.00% |
| MCF Advisors LLC |
24 |
0 |
-24 |
-100.00% |
| Dynamic Advisor Solutions LLC |
3,975 |
0 |
-3,975 |
-100.00% |
| Raub Brock Capital Management LP |
4,875 |
0 |
-4,875 |
-100.00% |
| Gradient Investments LLC |
56 |
0 |
-56 |
-100.00% |
| Diversified Trust Co |
20,069 |
0 |
-20,069 |
-100.00% |
| Aspiriant LLC |
2,897 |
0 |
-2,897 |
-100.00% |
| Baker Ellis Asset Management LLC |
3,100 |
0 |
-3,100 |
-100.00% |
| Financial Sense Advisors Inc. |
21,938 |
0 |
-21,938 |
-100.00% |
| Coastline Trust Co |
7,250 |
0 |
-7,250 |
-100.00% |
| Covenant Partners LLC |
5,326 |
0 |
-5,326 |
-100.00% |
| First United Bank Trust |
67 |
0 |
-67 |
-100.00% |
| Bourgeon Capital Management LLC |
41 |
0 |
-41 |
-100.00% |
| Eads & Heald Wealth Management |
3,900 |
0 |
-3,900 |
-100.00% |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA |
6,528 |
0 |
-6,528 |
-100.00% |
| Conning Inc. |
3,381 |
0 |
-3,381 |
-100.00% |
See Summary: Institutional Holders of RIO
See Details: Top 10 Hedge Funds Holding RIO
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