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Raymond James Financial
RJF

Name Holding Trade Value Shares
Change 		Change in
Stake
WC
401
Waterloo Capital
Texas
$409K -$53.8K -508 -11%
APIM
402
Agate Pass Investment Management
Washington
$407K -$10.6K -100 -2%
NSEDCP
403
NJ State Employees Deferred Compensation Plan
New Jersey
$402K – – –
IC
404
IEQ Capital
California
$388K +$103K +973 +34%
GVAG
405
Great Valley Advisor Group
Delaware
$387K +$12.5K +118 +3%
SDAM
406
Shulman DeMeo Asset Management
New York
$386K -$12.5K -118 -3%
IA
407
IFP Advisors
Florida
$385K -$14.8K -140 -4%
BTWM
408
Baker Tilly Wealth Management
Wisconsin
$382K -$9.73K -92 -2%
AIMCA
409
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$382K – – –
VWA
410
Visionary Wealth Advisors
Illinois
$380K +$106 +1 +0%
AIC
411
Argus Investors Counsel
New York
$376K -$7.3K -69 -2%
GT
412
Greenleaf Trust
Michigan
$370K +$12.5K +118 +3%
QT
413
Quantbot Technologies
New York
$368K +$388K +3,666 New
VSQM
414
V-Square Quantitative Management
Illinois
$368K +$226K +2,140 +141%
PWG
415
Portside Wealth Group
Utah
$367K -$5.71K -54 -1%
JCIA
416
Jackson Creek Investment Advisors
Colorado
$362K -$24.1K -228 -6%
SP
417
Symmetry Partners
Connecticut
$362K – – –
FB
418
Fulton Bank
Pennsylvania
$359K -$6.88K -65 -2%
EFS
419
Essex Financial Services
Connecticut
$358K -$18.7K -177 -5%
LAS
420
Lloyd Advisory Services
Georgia
$354K +$373K +3,527 New
NG
421
Norden Group
Utah
$354K +$373K +3,527 New
HNB
422
Huntington National Bank
Ohio
$351K -$11.2K -106 -3%
AAS
423
Avantax Advisory Services
Texas
$350K +$42.4K +401 +13%
CCIA
424
Campbell & Co Investment Adviser
Maryland
$350K +$368K +3,482 New
AGC
425
Aspen Grove Capital
Colorado
$347K +$364K +3,437 New
15 16
17
18 19