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Raymond James Financial
RJF

Name Holding Trade Value Shares
Change 		Change in
Stake
BCV
451
Banque Cantonale Vaudoise
Switzerland
$273K +$33.6K +318 +13%
MIM
452
MTM Investment Management
South Carolina
$271K – – –
FMAEN1
453
Fund Management at Engine No 1
California
$270K +$21.4K +202 +8%
MIM
454
Moseley Investment Management
Florida
$264K -$12.3K -116 -4%
GCP
455
GSA Capital Partners
United Kingdom
$263K +$277K +2,614 New
AWS
456
Atria Wealth Solutions
New York
$262K -$11K -104 -4%
CCA
457
Checchi Capital Advisers
California
$261K -$2.01K -19 -0.7%
SIC
458
Samalin Investment Counsel
New York
$260K -$5.82K -55 -2%
PWP
459
Phillips Wealth Planners
Mississippi
$255K +$2.33K +22 +0.8%
BFM
460
Boothbay Fund Management
New York
$254K +$268K +2,531 New
BCP
461
Blue Chip Partners
Michigan
$252K +$1.06K +10 +0.4%
AWAU
462
Alliance Wealth Advisors (Utah)
Utah
$251K +$423 +4 +0.2%
VA
463
Vident Advisory
Georgia
$250K +$264K +2,493 New
SIC
464
Salem Investment Counselors
North Carolina
$248K – – –
EI
465
EDMP Inc
Florida
$247K +$260K +2,457 New
HFW
466
Horizon Family Wealth
Illinois
$246K +$23K +217 +10%
DWM
467
Darwin Wealth Management
Florida
$246K +$6.24K +59 +2%
DAS
468
Dynamic Advisor Solutions
Arizona
$245K +$258K +2,442 New
LWAM
469
Legacy Wealth Asset Management
Minnesota
$243K -$1.91K -18 -0.7%
BAMF
470
BI Asset Management Fondsmaeglerselskab
Denmark
$238K – – –
FTDI
471
First Trust Direct Indexing
Massachusetts
$237K +$4.97K +47 +2%
SCM
472
Shelton Capital Management
Colorado
$236K – – –
BFG
473
Bleakley Financial Group
New Jersey
$235K -$37K -350 -13%
SS
474
Simplicity Solutions
Minnesota
$235K -$29.4K -278 -11%
DWM
475
Drive Wealth Management
Utah
$234K +$38.2K +361 +18%
17 18
19
20 21