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Raymond James Financial

Name Holding Trade Value Shares
Change
Change in
Stake
IA
426
Intellus Advisors
Florida
$867K +$843K +5,580 New
SWMG
427
Signature Wealth Management Group
Georgia
$846K -$29.2K -193 -3%
DADC
428
D.A. Davidson & Co
Montana
$840K +$2.27K +15 +0.3%
GIA
429
Gateway Investment Advisers
Ohio
$838K -$369K -2,445 -31%
FF
430
Friedenthal Financial
New Jersey
$837K +$814K +5,391 New
HSA
431
HBK Sorce Advisory
Pennsylvania
$828K -$6.95K -46 -0.9%
TI
432
Tidal Investments
Wisconsin
$795K +$135K +893 +21%
CP
433
Covenant Partners
Tennessee
$791K
WIA
434
Wetzel Investment Advisors
Indiana
$781K
TP
435
Tranquility Partners
Tennessee
$778K -$34K -225 -4%
FFM
436
Forum Financial Management
Illinois
$778K
BRWA
437
B. Riley Wealth Advisors
Florida
$775K -$75.8K -502 -9%
CWS
438
Confluence Wealth Services
Pennsylvania
$765K +$368K +2,435 +120%
CRC
439
Curi RMB Capital
Illinois
$756K +$40.8K +270 +6%
VSQM
440
V-Square Quantitative Management
Illinois
$753K -$18.6K -123 -2%
PSP
441
Principal Street Partners
Tennessee
$749K -$68.4K -453 -9%
First Eagle Investment Management
442
First Eagle Investment Management
New York
$747K
CBUSF
443
Construction & Building Unions Superannuation Fund
Australia
$746K +$725K +4,800 New
CWP
444
Cyndeo Wealth Partners
Florida
$742K
SC
445
Skylands Capital
Wisconsin
$741K -$325K -2,150 -31%
Capstone Investment Advisors
446
Capstone Investment Advisors
New York
$709K +$217K +1,439 +46%
NWAG
447
Net Worth Advisory Group
Utah
$690K +$2.57K +17 +0.4%
GAM
448
Guinness Asset Management
United Kingdom
$686K +$177K +1,170 +36%
KAS
449
Kestra Advisory Services
Texas
$683K -$148K -979 -18%
JIC
450
Johnson Investment Counsel
Ohio
$672K -$9.06K -60 -1%