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Raymond James Financial
RJF

Name Holding Trade Value Shares
Change 		Change in
Stake
FTDI
476
First Trust Direct Indexing
Massachusetts
$240K -$39.6K -426 -16%
PAG
477
Private Advisor Group
New Jersey
$239K +$202K +2,179 New
IWC
478
Integrated Wealth Concepts
Massachusetts
$238K +$213K +2,292 New
FA
479
FDx Advisors
Illinois
$237K -$54.5K -587 -20%
SWA
480
Sutton Wealth Advisors
Florida
$236K – – –
TAM
481
Trust Asset Management
Texas
$235K – – –
CG
482
Corundum Group
Colorado
$233K +$209K +2,250 New
LG
483
Leuthold Group
Minnesota
$233K – – –
HFW
484
Horizon Family Wealth
Illinois
$232K +$928 +10 +0.5%
PWP
485
Principle Wealth Partners
Connecticut
$231K – – –
PPC
486
Park Place Capital
Alabama
$230K -$7.15K -77 -3%
PCM
487
Penserra Capital Management
California
$228K +$110K +1,184 +115%
AIA
488
Arbor Investment Advisors
North Carolina
$226K – – –
CCA
489
Cadent Capital Advisors
Oklahoma
$226K +$202K +2,175 New
SIA
490
Schechter Investment Advisors
Michigan
$225K -$2.04K -22 -1%
PWPS
491
Pinnacle Wealth Planning Services
Ohio
$219K -$10.7K -115 -5%
RCAG
492
Rehmann Capital Advisory Group
Michigan
$216K +$193K +2,080 New
CCM
493
Coldstream Capital Management
Washington
$216K -$10.1K -109 -5%
VIA
494
Vident Investment Advisory
Georgia
$215K +$192K +2,067 New
FI
495
Financial Insights
Washington
$214K +$191K +2,061 New
JIC
496
Johnson Investment Counsel
Ohio
$211K -$303K -3,259 -62%
AMCA
497
Arthur M. Cohen & Associates
Illinois
$208K +$186K +2,000 New
MYAM
498
Meiji Yasuda Asset Management
Japan
$207K +$185K +1,991 New
PCS
499
Personal CFO Solutions
New Jersey
$206K +$185K +1,990 New
DWM
500
Drive Wealth Management
Utah
$204K +$182K +1,957 New
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