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Raymond James Financial

Name Holding Trade Value Shares
Change
Change in
Stake
TP
351
Tranquility Partners
Tennessee
$500K -$202K -2,316 -29%
FA
352
FDx Advisors
Illinois
$485K -$280K -3,221 -36%
NB
353
Norinchukin Bank
Japan
$484K -$5.92K -68 -1%
WANY
354
Wealthspire Advisors (New York)
New York
$474K -$166K -1,908 -26%
WJWM
355
Williams Jones Wealth Management
New York
$471K
SAM
356
Silvercrest Asset Management
New York
$462K +$6.53K +75 +1%
V
357
Veritable
Delaware
$454K +$2.35K +27 +0.5%
IRF
358
IBM Retirement Fund
New York
$453K -$89.9K -1,032 -16%
Vanguard Personalized Indexing Management
359
Vanguard Personalized Indexing Management
California
$452K +$455K +5,225 New
CPC
360
Consolidated Planning Corp
Georgia
$448K -$8.18K -94 -2%
MME
361
Meag Munich Ergo
Germany
$445K -$15.7K -180 -3%
IA
362
IFG Advisory
Georgia
$441K -$16.4K -188 -4%
Vontobel Holding
363
Vontobel Holding
Switzerland
$441K +$101K +1,160 +30%
COI
364
Connable Office Inc
Michigan
$437K -$91.2K -1,048 -17%
IIC
365
Integrated Investment Consultants
Michigan
$435K -$522 -6 -0.1%
DSAM
366
Dock Street Asset Management
Florida
$431K
BTWM
367
Baker Tilly Wealth Management
Wisconsin
$429K +$75.7K +870 +21%
Swedbank
368
Swedbank
Sweden
$425K
WAM
369
World Asset Management
Michigan
$416K -$18.8K -216 -4%
KRSITF
370
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$413K -$29.1K -334 -7%
BAM
371
Blueshift Asset Management
New Jersey
$410K +$412K +4,731 New
CW
372
CreativeOne Wealth
Kansas
$410K +$412K +4,736 New
EFS
373
Essex Financial Services
Connecticut
$405K
4WM
374
44 Wealth Management
Oregon
$404K -$1.31K -15 -0.3%
SC
375
Skylands Capital
Wisconsin
$393K -$26.1K -300 -6%