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Raymond James Financial

Name Holding Trade Value Shares
Change
Change in
Stake
COI
401
Connable Office Inc
Michigan
$483K
AssetMark Inc
402
AssetMark Inc
California
$483K +$240K +2,453 +83%
IB
403
Intrust Bank
Kansas
$469K -$225K -2,296 -30%
SAM
404
Silvercrest Asset Management
New York
$462K -$160K -1,632 -24%
IIC
405
Integrated Investment Consultants
Michigan
$458K -$7.15K -73 -1%
BL
406
Balentine LLC
Georgia
$453K +$206K +2,100 +71%
DSAM
407
Dock Street Asset Management
Florida
$445K
GDP
408
Great Diamond Partners
Maine
$445K +$488K +4,978 New
GCP
409
GSA Capital Partners
United Kingdom
$443K +$486K +4,955 New
BA
410
Bridgewater Associates
Connecticut
$442K -$1.77M -18,111 -79%
AIP
411
Almanack Investment Partners
Pennsylvania
$442K +$483K +4,927 New
Cetera Investment Advisers
412
Cetera Investment Advisers
Illinois
$440K +$28K +286 +6%
Swedbank
413
Swedbank
Sweden
$438K
DA
414
Duality Advisers
Florida
$434K +$476K +4,853 New
CCP
415
Corient Capital Partners
California
$424K +$58.9K +601 +15%
AWM
416
AE Wealth Management
Kansas
$422K +$463K +4,723 New
PP
417
Prudential plc
United Kingdom
$419K -$22.9K -234 -5%
FA
418
FDx Advisors
Illinois
$418K -$50.3K -513 -10%
GFPC
419
Global Financial Private Client
Florida
$418K +$39.7K +405 +9%
HM
420
Harvest Management
New York
$402K +$441K +4,496 New
HSA
421
HBK Sorce Advisory
Pennsylvania
$393K -$88.9K -907 -17%
DA
422
DCM Advisors
New York
$390K +$427K +4,359 New
APIM
423
Agate Pass Investment Management
Washington
$387K -$18.5K -189 -4%
VWA
424
Visionary Wealth Advisors
Illinois
$386K -$20.9K -213 -5%
APA
425
American Portfolios Advisors
New York
$385K -$16.9K -172 -4%