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Raymond James Financial
RJF

Name Holding Trade Value Shares
Change 		Change in
Stake
SSA
451
Schonfeld Strategic Advisors
New York
$667K +$366K +2,421 +129%
NP
452
NorthRock Partners
Minnesota
$667K -$39.1K -259 -6%
GFPC
453
Global Financial Private Client
Florida
$666K +$906 +6 +0.1%
TA
454
Tectonic Advisors
Texas
$659K +$18.9K +125 +3%
BBVA
455
Banco Bilbao Vizcaya Argentaria
Spain
$658K -$324K -2,146 -34%
HIP
456
Harrell Investment Partners
Texas
$643K -$31.7K -210 -5%
HFM
457
Harvest Fund Management
China
$641K +$624K +4,130 New
VF
458
Virtu Financial
New York
$636K +$239K +1,584 +63%
PTC
459
Petrus Trust Company
Texas
$633K +$616K +4,075 New
CL
460
Choreo LLC
Illinois
$626K +$177K +1,170 +41%
AWS
461
Atria Wealth Solutions
New York
$625K +$608K +4,024 New
GVAG
462
Great Valley Advisor Group
Delaware
$624K – – –
GC
463
Guggenheim Capital
Illinois
$622K +$36.4K +241 +6%
CCM
464
Coldstream Capital Management
Washington
$622K -$33.8K -224 -5%
WJWM
465
Williams Jones Wealth Management
New York
$621K -$151 -1 -0%
NSEDCP
466
NJ State Employees Deferred Compensation Plan
New Jersey
$621K – – –
GT
467
Greenleaf Trust
Michigan
$621K +$15.7K +104 +3%
SAM
468
Shell Asset Management
Netherlands
$612K -$604 -4 -0.1%
ATPW
469
Ashton Thomas Private Wealth
Arizona
$611K +$594K +3,932 New
DSAM
470
Dock Street Asset Management
Florida
$600K -$60.3K -399 -9%
VA
471
Vident Advisory
Georgia
$595K -$4.89M -32,389 -89%
EF
472
Empowered Funds
Pennsylvania
$593K +$54.7K +362 +10%
XT
473
XTX Topco
Cayman Islands
$590K -$486K -3,217 -46%
ACGA
474
Atlanta Consulting Group Advisors
Georgia
$587K -$168K -1,110 -23%
BHPW
475
Beverly Hills Private Wealth
California
$573K -$56K -371 -9%
17 18
19
20 21