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Raymond James Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
351
Community Capital Management
Florida
$791K +$2.47K +25 +0.3%
MOS
352
MGO One Seven
Ohio
$783K +$7.31K +74 +1%
BVLP
353
Bailey Value Limited Partnership
Massachusetts
$753K +$741K +7,500 New
PCM
354
Penserra Capital Management
California
$750K +$674K +6,819 +1,024%
LP
355
LMR Partners
United Kingdom
$737K +$725K +7,337 New
SFSG
356
Sound Financial Strategies Group
Mississippi
$735K -$17.1K -173 -2%
WMA
357
West Michigan Advisors
Michigan
$734K +$722K +7,309 New
CWS
358
Confluence Wealth Services
Pennsylvania
$720K +$709K +7,174 New
S
359
SignatureFD
Georgia
$719K +$41.4K +419 +6%
CP
360
Covenant Partners
Tennessee
$715K
MPAM
361
Monarch Partners Asset Management
Massachusetts
$698K -$314K -3,180 -31%
IB
362
Intrust Bank
Kansas
$698K +$86.4K +874 +14%
BMSSC
363
B. Metzler seel. Sohn & Co
Germany
$691K -$147K -1,488 -18%
BTWM
364
Baker Tilly Wealth Management
Wisconsin
$690K +$123K +1,240 +22%
Lido Advisors
365
Lido Advisors
California
$688K +$677K +6,854 New
PSP
366
Principal Street Partners
Tennessee
$687K -$166K -1,677 -20%
SWMG
367
Signature Wealth Management Group
Georgia
$684K -$104K -1,055 -13%
TYCC
368
Texas Yale Capital Corp
Florida
$678K
TPCW
369
TD Private Client Wealth
New York
$672K -$68.7K -695 -9%
KAS
370
Kestra Advisory Services
Texas
$669K -$133K -1,345 -17%
YMRC
371
Yorktown Management & Research Company
Virginia
$648K
SAM
372
Silvercrest Asset Management
New York
$648K +$54.1K +547 +9%
HIM
373
Hillsdale Investment Management
Ontario, Canada
$647K -$59.3K -600 -9%
NAM
374
NorthCrest Asset Manangement
Minnesota
$636K +$626K +6,330 New
NB
375
Norinchukin Bank
Japan
$618K -$9.59K -97 -2%