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Raymond James Financial

Name Holding Trade Value Shares
Change
Change in
Stake
AWS
476
Atria Wealth Solutions
New York
$324K +$31.1K +302 +12%
AWM
477
AE Wealth Management
Kansas
$324K +$295K +2,862 New
OAM
478
Ostrum Asset Management
France
$323K +$1.34K +13 +0.5%
FHA
479
Flagship Harbor Advisors
Massachusetts
$319K
FDCDDQ
480
Federation des caisses Desjardins du Quebec
Quebec, Canada
$313K
LNWWM
481
Laird Norton Wetherby Wealth Management
California
$310K +$51.8K +503 +22%
CCA
482
Catalyst Capital Advisors
New York
$308K +$284K +2,760 New
CFO
483
Collective Family Office
Pennsylvania
$305K
NCM
484
Novare Capital Management
North Carolina
$304K
EWM
485
Evercore Wealth Management
New York
$304K
CA
486
Calton & Associates
Florida
$303K +$280K +2,715 New
PA
487
Profund Advisors
Maryland
$302K +$57.2K +556 +26%
MIM
488
MTM Investment Management
South Carolina
$301K
SP
489
Symmetry Partners
Connecticut
$301K -$96.4K -936 -26%
DAS
490
Dynamic Advisor Solutions
Arizona
$300K +$24.4K +237 +10%
NIM
491
NEOS Investment Management
Connecticut
$297K +$44.7K +434 +19%
SIC
492
Samalin Investment Counsel
New York
$295K +$6.07K +59 +2%
HI
493
Horizon Investments
North Carolina
$295K -$8.54K -83 -3%
PCS
494
Personal CFO Solutions
New Jersey
$293K +$61.8K +600 +30%
PWP
495
Phillips Wealth Planners
Mississippi
$290K +$1.13K +11 +0.4%
PAG
496
Private Advisor Group
New Jersey
$289K +$267K +2,589 New
Northwestern Mutual Wealth Management
497
Northwestern Mutual Wealth Management
Wisconsin
$286K -$73.7K -716 -22%
CCA
498
Checchi Capital Advisers
California
$286K -$2.88K -28 -1%
BFG
499
Bleakley Financial Group
New Jersey
$285K +$22.2K +216 +9%
SS
500
Simplicity Solutions
Minnesota
$285K +$22.2K +216 +9%