HoldingsChannel.com
| 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% |
| SJS Investment Consulting Inc. | 39 | 127 | +88 | +225.64% |
| Courier Capital LLC | 6,344 | 13,300 | +6,956 | +109.65% |
| Palliser Capital UK Ltd | 33,935 | 63,200 | +29,265 | +86.24% |
| Allspring Global Investments Holdings LLC | 6,224 | 9,638 | +3,414 | +54.85% |
| One Wealth Advisors LLC | 5,093 | 6,939 | +1,846 | +36.25% |
| Addenda Capital Inc. | 78,813 | 100,677 | +21,864 | +27.74% |
| Requisite Capital Management LLC | 5,756 | 7,217 | +1,461 | +25.38% |
| Davis Capital Management | 8,883 | 11,041 | +2,158 | +24.29% |
| MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH | 797,985 | 978,859 | +180,874 | +22.67% |
| 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% |
| DGS Capital Management LLC | 11,642 | 13,622 | +1,980 | +17.01% |
| 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% |
| NBC Securities Inc. | 853 | 940 | +87 | +10.20% |
| MKT Advisors LLC | 3,365 | 3,665 | +300 | +8.92% |
| Royal Fund Management LLC | 28,650 | 30,451 | +1,801 | +6.29% |
| 180 Wealth Advisors LLC | 5,939 | 6,302 | +363 | +6.11% |
| Optas LLC | 3,679 | 3,833 | +154 | +4.19% |
| Keel Point LLC | 3,362 | 3,441 | +79 | +2.35% |
| Wela Strategies Inc. | 6,015 | 6,152 | +137 | +2.28% |
| Sunbelt Securities Inc. | 11,531 | 11,766 | +235 | +2.04% |
| Cooper Financial Group | 4,431 | 4,509 | +78 | +1.76% |
| Ballentine Partners LLC | 6,725 | 6,804 | +79 | +1.17% |
| Cravens & Co Advisors LLC | 14,516 | 14,628 | +112 | +0.77% |
| Shilanski & Associates Inc. | 58,093 | 58,458 | +365 | +0.63% |
| Traveka Wealth LLC | 3,741 | 3,748 | +7 | +0.19% |
| 13F Filers Reporting New Positions In RIO | ||||
| First Financialcorp IN | 0 | 43 | +43 | +100% |
| American National Bank | 0 | 1,300 | +1,300 | +100% |
| Westend Capital Management LLC | 0 | 250 | +250 | +100% |
| Founders Financial Securities LLC | 0 | 9,933 | +9,933 | +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% |
| Mather Group LLC. | 0 | 1,187 | +1,187 | +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% |
| Columbus Macro LLC | 0 | 19,933 | +19,933 | +100% |
| Versant Capital Management Inc | 0 | 293 | +293 | +100% |
| GoalVest Advisory LLC | 0 | 7,617 | +7,617 | +100% |
| Wedmont Private Capital | 0 | 3,242 | +3,242 | +100% |
| Ameliora Wealth Management Ltd. | 0 | 1,800 | +1,800 | +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% |
| 13F Filers With Unchanged Share Count | ||||
| Rockland Trust Co. | 3,545 | 3,545 | UNCH | 0.00% |
| Toth Financial Advisory Corp | 1,209 | 1,209 | UNCH | 0.00% |
| Tompkins Financial Corp | 2,400 | 2,400 | 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% |
| 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% |
| Triangle Securities Wealth Management | 10,696 | 10,696 | 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% |
| Sound Income Strategies LLC | 238 | 238 | UNCH | 0.00% |
| Aspire Private Capital LLC | 40 | 40 | UNCH | 0.00% |
| Banque Cantonale Vaudoise | 550 | 550 | UNCH | 0.00% |
| S.A. Mason LLC | 1,500 | 1,500 | UNCH | 0.00% |
| CVA Family Office LLC | 4,145 | 4,145 | UNCH | 0.00% |
| Iron Horse Wealth Management LLC | 14 | 14 | UNCH | 0.00% |
| Annapolis Financial Services LLC | 49 | 49 | UNCH | 0.00% |
| Bank of New Hampshire | 420 | 420 | 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% |
| Halpern Financial Inc. | 186 | 186 | UNCH | 0.00% |
| 13F Filers Decreasing RIO Share Count | ||||
| 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% |
| Gateway Investment Advisers LLC | 91,414 | 25,443 | -65,971 | -72.17% |
| CWM LLC | 14,015 | 4,519 | -9,496 | -67.76% |
| AdvisorNet Financial Inc | 372 | 212 | -160 | -43.01% |
| Hexagon Capital Partners LLC | 3,859 | 2,737 | -1,122 | -29.07% |
| Juncture Wealth Strategies LLC | 8,832 | 6,500 | -2,332 | -26.40% |
| GAMMA Investing LLC | 1,760 | 1,384 | -376 | -21.36% |
| Thrive Wealth Management LLC | 5,786 | 4,757 | -1,029 | -17.78% |
| OLD National Bancorp IN | 4,529 | 3,764 | -765 | -16.89% |
| 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% |
| 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% |
| Park National Corp OH | 4,825 | 4,229 | -596 | -12.35% |
| Wealth Enhancement Advisory Services LLC | 50,613 | 44,646 | -5,967 | -11.79% |
| SeaCrest Wealth Management LLC | 10,780 | 9,778 | -1,002 | -9.29% |
| First Hawaiian Bank | 11,456 | 10,486 | -970 | -8.47% |
| Clarius Group LLC | 6,781 | 6,281 | -500 | -7.37% |
| Park Avenue Securities LLC | 13,558 | 12,584 | -974 | -7.18% |
| JJJ Advisors Inc. | 5,254 | 4,930 | -324 | -6.17% |
| Aprio Wealth Management LLC | 4,317 | 4,123 | -194 | -4.49% |
| Chesley Taft & Associates LLC | 6,275 | 6,025 | -250 | -3.98% |
| Bruce G. Allen Investments LLC | 636 | 612 | -24 | -3.77% |
| Fulton Bank N.A. | 5,223 | 5,050 | -173 | -3.31% |
| Forbes J M & Co. LLP | 91,821 | 89,156 | -2,665 | -2.90% |
| Capital Investment Advisors LLC | 400,362 | 390,250 | -10,112 | -2.53% |
| LongView Wealth Management | 10,468 | 10,257 | -211 | -2.02% |
| 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% |
| Pacifica Partners Inc. | 806 | 801 | -5 | -0.62% |
| Grassi Investment Management | 204,704 | 203,479 | -1,225 | -0.60% |
| Neville Rodie & Shaw Inc. | 33,840 | 33,800 | -40 | -0.12% |
| Kempner Capital Management Inc. | 32,840 | 32,837 | -3 | -0.01% |
| 13F Filers Exiting RIO | ||||
| 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% |
| Wealth Management Partners LLC | 15,912 | 0 | -15,912 | -100.00% |
| International Assets Investment Management LLC | 106,821 | 0 | -106,821 | -100.00% |
| RMR Wealth Builders | 2,869 | 0 | -2,869 | -100.00% |
| Mountain Capital Investment Advisors Inc | 10,808 | 0 | -10,808 | -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% |
| 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% |
See Summary: Institutional Holders of RIO
See Details: Top 10 Hedge Funds Holding RIO
