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Raymond James Financial
RJF

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
426
Alera Investment Advisors
Illinois
$7K +$7.62K +143 New
PWMG
427
Prestige Wealth Management Group
New Jersey
$7K +$7.67K +144 New
FMP
428
Financial Management Professionals
Texas
$7K +$7.99K +150 New
VFA
429
Valeo Financial Advisors
Indiana
$6K -$6.55K -123 -53%
PFSC
430
Peoples Financial Services Corp
Pennsylvania
$6K – – –
ST
431
Smithfield Trust
Pennsylvania
$6K – – –
FHA
432
First Horizon Advisors
Tennessee
$5K – – –
TL
433
TrueWealth LLC
Georgia
$5K – – –
PFO
434
Pathstone Family Office
New Jersey
$5K +$5.27K +99 New
SMFS
435
Squar Milner Financial Services
California
$4K -$170K -3,192 -98%
KL
436
KWMG LLC
Kansas
$4K -$31.9K -598 -89%
ACS
437
Archford Capital Strategies
Illinois
$4K – – –
GRP
438
Global Retirement Partners
California
$4K – – –
HR
439
Howe & Rusling
New York
$4K +$693 +13 +20%
GWMIA
440
Global Wealth Management Investment Advisory
Florida
$4K +$4K +75 New
PWM
441
PRW Wealth Management
Massachusetts
$4K +$4K +75 New
FMII
442
Farmers & Merchants Investments Inc
Nebraska
$3K – – –
SFSIG
443
San Francisco Sentry Investment Group
California
$3K +$3.78K +71 New
ME
444
McIlrath & Eck
Washington
$2K -$1.6K -30 -50%
TWA
445
TCI Wealth Advisors
Arizona
$2K -$959 -18 -36%
OFW
446
Omnia Family Wealth
Florida
$2K – – –
SIS
447
Sound Income Strategies
Florida
$2K – – –
LWM
448
Lenox Wealth Management
Ohio
$2K +$1.6K +30 New
CCM
449
Copeland Capital Management
Pennsylvania
$2K +$1.92K +36 New
PMFA
450
Plante Moran Financial Advisors
Michigan
$2K +$2.18K +41 New
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