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Raymond James Financial

Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
401
William Blair & Company
Illinois
$223K
VAM
402
Visionary Asset Management
Texas
$221K -$5.04K -81 -2%
CAPTRUST Financial Advisors
403
CAPTRUST Financial Advisors
North Carolina
$218K -$5.29K -85 -2%
AMCA
404
Arthur M. Cohen & Associates
Illinois
$218K +$233K +3,750 New
SAM
405
Silvercrest Asset Management
New York
$215K +$224K +3,603 New
TSWM
406
Triangle Securities Wealth Management
North Carolina
$212K -$18.3K -294 -8%
CAM
407
Cortina Asset Management
Wisconsin
$211K -$5.66K -91 -3%
GT
408
Glenmede Trust
Pennsylvania
$210K
YIA
409
YHB Investment Advisors
Connecticut
$200K +$209K +3,359 New
OWA
410
One Wealth Advisors
California
$198K -$2.24K -36 -1%
FGC
411
Financial Gravity Companies
Texas
$194K +$34.3K +551 +20%
FGAM
412
Financial Gravity Asset Management
Texas
$194K +$205K +3,299 New
TAF
413
Tredje AP-fonden
Sweden
$189K -$7.47K -120 -4%
LS
414
Livforsakringsbolaget Skandia
Sweden
$175K
SWA
415
Sutton Wealth Advisors
Florida
$171K +$112K +1,800 +167%
EWM
416
Endurance Wealth Management
Rhode Island
$170K
WAM
417
Wealthspire Advisors (Maryland)
Maryland
$168K -$23K -369 -12%
RS
418
Robeco Schweiz
Switzerland
$148K
FPFS
419
First Personal Financial Services
North Carolina
$142K +$148K +2,385 New
Northwestern Mutual Wealth Management
420
Northwestern Mutual Wealth Management
Wisconsin
$128K -$30.1K -484 -18%
YWP
421
YorkBridge Wealth Partners
New York
$127K +$6.47K +104 +5%
PI
422
PineBridge Investments
New York
$113K -$518K -8,326 -81%
QI
423
QS Investors
New York
$108K
EDRH
424
Edmond de Rothschild Holding
Switzerland
$102K +$106K +1,707 New
DRS
425
Deane Retirement Strategies
Louisiana
$101K