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Raymond James Financial
RJF

Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
476
Concourse Financial Group Securities
Alabama
$268K +$3.33K +34 +1%
MIM
477
Moseley Investment Management
Florida
$266K – – –
CCA
478
Checchi Capital Advisers
California
$266K +$18.2K +186 +7%
NA
479
Navellier & Associates
Nevada
$263K – – –
LNWWM
480
Laird Norton Wetherby Wealth Management
California
$263K +$41.3K +421 +17%
KBFS
481
Kohmann Bosshard Financial Services
Ohio
$262K – – –
NCM
482
Novare Capital Management
North Carolina
$262K +$32.3K +330 +13%
TA
483
TruWealth Advisors
Louisiana
$262K +$71.6K +731 +33%
BCP
484
Blue Chip Partners
Michigan
$261K +$882 +9 +0.3%
VAS
485
Vestmark Advisory Solutions
Massachusetts
$260K -$38.9K -397 -12%
FDCDDQ
486
Federation des caisses Desjardins du Quebec
Quebec, Canada
$260K +$175K +1,782 +159%
KFA
487
Krane Funds Advisors
New York
$259K -$99.6K -1,016 -26%
AT
488
American Trust
Kentucky
$259K -$16.6K -169 -6%
FTDI
489
First Trust Direct Indexing
Massachusetts
$259K +$9.31K +95 +3%
PP
490
Paloma Partners
Connecticut
$259K +$284K +2,900 New
RA
491
Royce & Associates
New York
$259K +$284K +2,900 New
SDIC
492
South Dakota Investment Council
South Dakota
$259K +$284K +2,900 New
PFO
493
Pathstone Family Office
New Jersey
$258K +$71.1K +726 +34%
QCIG
494
Quad-Cities Investment Group
Iowa
$256K +$281K +2,865 New
CNC
495
Canandaigua National Corp
New York
$255K -$2.74K -28 -1%
SA
496
Syntax Advisors
New York
$255K +$31.5K +321 +13%
VCG
497
Vantage Consulting Group
Virginia
$255K +$31.5K +321 +13%
NIMI
498
Natixis Investment Managers International
France
$253K -$153K -1,560 -35%
PCS
499
Personal CFO Solutions
New Jersey
$253K -$12.2K -124 -4%
MGP
500
Metis Global Partners
California
$253K -$9.9K -101 -3%
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