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Raymond James Financial

Name Holding Trade Value Shares
Change
Change in
Stake
NAM
401
NorthCrest Asset Manangement
Minnesota
$754K +$6.31K +54 +0.9%
MGP
402
Metis Global Partners
California
$749K +$9.58K +82 +1%
FTDI
403
First Trust Direct Indexing
Massachusetts
$739K +$174K +1,486 +33%
CG
404
Caprock Group
Idaho
$738K +$15.3K +131 +2%
NMIMC
405
Northwestern Mutual Investment Management Company
Wisconsin
$719K -$7.24K -62 -1%
MWM
406
MGB Wealth Management
Texas
$711K
TMAM
407
Tokio Marine Asset Management
Japan
$699K
SAI
408
Systematic Alpha Investments
New Jersey
$698K
SWMG
409
Signature Wealth Management Group
Georgia
$690K
BRWA
410
B. Riley Wealth Advisors
Florida
$675K -$104K -894 -14%
KRSITF
411
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$672K -$61.8K -529 -9%
DADC
412
D.A. Davidson & Co
Montana
$660K +$53.8K +461 +9%
HSA
413
HBK Sorce Advisory
Pennsylvania
$658K -$41.9K -359 -6%
KAS
414
Kestra Advisory Services
Texas
$658K -$42.5K -364 -6%
PSP
415
Principal Street Partners
Tennessee
$646K
TP
416
Tranquility Partners
Tennessee
$641K -$86.3K -739 -12%
BAM
417
Belpointe Asset Management
Nevada
$639K +$208K +1,780 +52%
IB
418
Intrust Bank
Kansas
$638K +$10.4K +89 +2%
IC
419
IEQ Capital
California
$626K +$64.5K +552 +12%
CP
420
Covenant Partners
Tennessee
$624K
SLAM
421
Swiss Life Asset Management
$621K +$336K +2,880 +131%
WIA
422
Wetzel Investment Advisors
Indiana
$616K -$58.4K -500 -9%
FFM
423
Forum Financial Management
Illinois
$613K +$117 +1 +0%
VSQM
424
V-Square Quantitative Management
Illinois
$609K +$99.9K +855 +21%
Swedbank
425
Swedbank
Sweden
$601K