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Raymond James Financial

Name Holding Trade Value Shares
Change
Change in
Stake
NIM
426
NEOS Investment Management
Connecticut
$578K +$214K +1,834 +69%
NG
427
Norden Group
Utah
$570K +$222K +1,909 +75%
WC
428
Waterloo Capital
Texas
$568K +$36.1K +310 +8%
HIP
429
Harrell Investment Partners
Texas
$562K -$36.1K -310 -7%
PI
430
PEAK6 Investments
Illinois
$558K -$3.03K -26 -0.6%
NP
431
NorthRock Partners
Minnesota
$554K +$22.1K +190 +5%
GFPC
432
Global Financial Private Client
Florida
$550K
Baird Financial Group
433
Baird Financial Group
Wisconsin
$543K -$8.27K -71 -2%
QIM
434
Quantitative Investment Management
Virginia
$541K +$130K +1,113 +36%
AWS
435
Atria Wealth Solutions
New York
$541K +$151K +1,297 +45%
JIC
436
Johnson Investment Counsel
Ohio
$532K +$483K +4,141 New
CIA
437
Choate Investment Advisors
Massachusetts
$529K
IC
438
IEQ Capital
California
$527K +$29.1K +250 +6%
NSEDCP
439
NJ State Employees Deferred Compensation Plan
New Jersey
$514K
WJWM
440
Williams Jones Wealth Management
New York
$514K
CCM
441
Coldstream Capital Management
Washington
$504K +$53.7K +461 +13%
GAM
442
Guinness Asset Management
United Kingdom
$504K -$108K -925 -19%
SDAM
443
Shulman DeMeo Asset Management
New York
$502K -$1.4K -12 -0.3%
SAM
444
Shell Asset Management
Netherlands
$502K +$311K +2,672 +192%
GT
445
Greenleaf Trust
Michigan
$502K +$4.2K +36 +0.9%
GVAG
446
Great Valley Advisor Group
Delaware
$496K +$466 +4 +0.1%
FTDI
447
First Trust Direct Indexing
Massachusetts
$494K +$26.5K +227 +6%
HF
448
HRT Financial
New York
$493K -$373K -3,205 -45%
AIMCA
449
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$488K
TA
450
Tectonic Advisors
Texas
$481K +$43.7K +375 +11%