We are live on ! Find out more
RJF icon

Raymond James Financial

Name Holding Trade Value Shares
Change
Change in
Stake
SDWMA
426
Schneider Downs Wealth Management Advisors
Pennsylvania
$574K
CRC
427
Curi RMB Capital
Illinois
$570K -$561K -4,542 -50%
DSAM
428
Dock Street Asset Management
Florida
$566K -$49.1K -398 -8%
IC
429
IEQ Capital
California
$563K +$56.3K +456 +11%
ACGA
430
Atlanta Consulting Group Advisors
Georgia
$563K
FTDI
431
First Trust Direct Indexing
Massachusetts
$562K +$86.9K +704 +18%
Cambridge Investment Research Advisors
432
Cambridge Investment Research Advisors
Iowa
$540K -$159K -1,291 -23%
HIP
433
Harrell Investment Partners
Texas
$536K -$5.18K -42 -1%
IMCOOI
434
Investment Management Corp of Ontario (IMCO)
Canada
$535K +$136K +1,100 +34%
NP
435
NorthRock Partners
Minnesota
$532K +$247 +2 +0%
GFPC
436
Global Financial Private Client
Florida
$529K
SW
437
Simplicity Wealth
New Jersey
$521K +$199K +1,615 +62%
CCM
438
Coldstream Capital Management
Washington
$515K +$29.4K +238 +6%
JIC
439
Johnson Investment Counsel
Ohio
$512K
VSQM
440
V-Square Quantitative Management
Illinois
$509K -$52.5K -425 -9%
TA
441
Tectonic Advisors
Texas
$507K +$43.9K +356 +10%
GC
442
Guggenheim Capital
Illinois
$496K -$363K -2,938 -42%
NSEDCP
443
NJ State Employees Deferred Compensation Plan
New Jersey
$494K
WJWM
444
Williams Jones Wealth Management
New York
$494K
GVAG
445
Great Valley Advisor Group
Delaware
$491K +$13.8K +112 +3%
SDAM
446
Shulman DeMeo Asset Management
New York
$490K +$6.91K +56 +1%
MWA
447
MFA Wealth Advisors
Pennsylvania
$488K -$557K -4,510 -53%
GT
448
Greenleaf Trust
Michigan
$485K +$1.85K +15 +0.4%
GS
449
GTS Securities
Florida
$474K +$474K +3,838 New
BAMF
450
BI Asset Management Fondsmaeglerselskab
Denmark
$474K -$197K -1,600 -29%