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Raymond James Financial

Name Holding Trade Value Shares
Change
Change in
Stake
APIM
401
Agate Pass Investment Management
Washington
$474K +$466K +4,718 New
YWP
402
YorkBridge Wealth Partners
New York
$469K +$6.72K +68 +1%
FFM
403
Forum Financial Management
Illinois
$468K +$461K +4,663 New
Axa
404
Axa
France
$459K -$11.9M -120,266 -96%
EFS
405
Essex Financial Services
Connecticut
$457K -$19.5K -197 -4%
4WM
406
44 Wealth Management
Oregon
$457K -$6.82K -69 -1%
MWM
407
Modera Wealth Management
New Jersey
$457K +$450K +4,552 New
BC
408
Bowman & Company
Wisconsin
$452K +$445K +4,500 New
VWA
409
Visionary Wealth Advisors
Illinois
$450K +$890 +9 +0.2%
SEC
410
Seven Eight Capital
New York
$449K +$444K +4,492 New
HIA
411
Harbor Investment Advisory
Maryland
$448K
GCP
412
GSA Capital Partners
United Kingdom
$447K +$440K +4,448 New
APA
413
American Portfolios Advisors
New York
$443K +$30.9K +313 +8%
TI
414
Tidal Investments
Wisconsin
$438K +$432K +4,375 New
SPIA
415
Steward Partners Investment Advisory
New York
$430K +$12.7K +128 +3%
GFPC
416
Global Financial Private Client
Florida
$430K
HCM
417
Hollencrest Capital Management
California
$427K +$3.56K +36 +0.9%
GC
418
Globeflex Capital
California
$424K -$960K -9,715 -70%
CI
419
Cigna Investments
Connecticut
$422K -$148K -1,502 -26%
Vontobel Holding
420
Vontobel Holding
Switzerland
$422K -$84.6K -856 -17%
KPWS
421
Kestra Private Wealth Services
Texas
$420K +$99 +1 +0%
RIM
422
Redpoint Investment Management
Australia
$417K
CAN
423
Cetera Advisor Networks
California
$416K +$33K +334 +9%
FAF
424
Första AP-fonden
Sweden
$412K +$405K +4,100 New
PWS
425
Precision Wealth Strategies
Missouri
$410K +$76.9K +778 +24%