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Raymond James Financial

Name Holding Trade Value Shares
Change
Change in
Stake
WANY
401
Wealthspire Advisors (New York)
New York
$602K +$580K +5,476 New
COI
402
Connable Office Inc
Michigan
$593K
AWM
403
Apollon Wealth Management
South Carolina
$584K +$563K +5,314 New
HSA
404
HBK Sorce Advisory
Pennsylvania
$583K +$26.4K +249 +5%
IIC
405
Integrated Investment Consultants
Michigan
$571K +$13.2K +125 +2%
FA
406
FDx Advisors
Illinois
$570K +$9.22K +87 +2%
WWM
407
Western Wealth Management
Colorado
$553K +$533K +5,030 New
DSAM
408
Dock Street Asset Management
Florida
$547K
PP
409
Prudential plc
United Kingdom
$540K +$521K +4,917 New
Swedbank
410
Swedbank
Sweden
$539K
FFM
411
Forum Financial Management
Illinois
$512K
Cetera Investment Advisers
412
Cetera Investment Advisers
Illinois
$510K +$170K +1,604 +53%
SPIA
413
Steward Partners Investment Advisory
New York
$506K +$34.2K +323 +8%
VWA
414
Visionary Wealth Advisors
Illinois
$498K +$4.98K +47 +1%
APIM
415
Agate Pass Investment Management
Washington
$497K -$21.2K -200 -4%
APA
416
American Portfolios Advisors
New York
$492K +$7.42K +70 +2%
HIA
417
Harbor Investment Advisory
Maryland
$490K
4WM
418
44 Wealth Management
Oregon
$486K -$13.6K -128 -3%
NIMI
419
Natixis Investment Managers International
France
$483K -$601K -5,675 -56%
BPC
420
Banque Pictet & Cie
Switzerland
$480K -$1.21M -11,383 -72%
WS
421
Wedbush Securities
California
$478K -$49.2K -464 -10%
IA
422
IFG Advisory
Georgia
$471K -$65K -614 -13%
HCM
423
Hollencrest Capital Management
California
$467K
GFPC
424
Global Financial Private Client
Florida
$466K
QCM
425
Quantinno Capital Management
New York
$465K +$103K +969 +30%