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Raymond James Financial

Name Holding Trade Value Shares
Change
Change in
Stake
NW
476
NewEdge Wealth
Pennsylvania
$390K +$91.3K +782 +33%
FTWA
477
Fifth Third Wealth Advisors
Ohio
$390K +$372K +3,186 New
Northwestern Mutual Wealth Management
478
Northwestern Mutual Wealth Management
Wisconsin
$390K +$25.8K +221 +7%
WBC
479
Westpac Banking Corp
Australia
$389K +$298K +2,554 +410%
EFS
480
Essex Financial Services
Connecticut
$389K -$3.85K -33 -1%
DEA
481
DoubleLine ETF Adviser
Florida
$383K -$24.8K -212 -6%
Capstone Investment Advisors
482
Capstone Investment Advisors
New York
$383K +$64K +548 +21%
KPWS
483
Kestra Private Wealth Services
Texas
$379K -$38.4K -329 -10%
NPFS
484
Novak & Powell Financial Services
Florida
$376K
GLR
485
Great Lakes Retirement
Ohio
$376K +$934 +8 +0.3%
PA
486
Profund Advisors
Maryland
$375K +$40.5K +347 +13%
LFAS
487
Level Four Advisory Services
Texas
$373K -$30.6K -262 -9%
PWMAG
488
Pinnacle Wealth Management Advisory Group
New Jersey
$370K -$2.8K -24 -0.8%
QCIG
489
Quad-Cities Investment Group
Iowa
$370K +$1.17K +10 +0.3%
AA
490
ALPS Advisors
Colorado
$367K +$350K +3,000 New
QIM
491
Quantitative Investment Management
Virginia
$364K +$348K +2,979 New
PWP
492
Phillips Wealth Planners
Mississippi
$364K +$2.22K +19 +0.7%
APIM
493
Agate Pass Investment Management
Washington
$363K -$58.4K -500 -14%
Cambridge Investment Research Advisors
494
Cambridge Investment Research Advisors
Iowa
$362K -$165K -1,411 -32%
SIC
495
Samalin Investment Counsel
New York
$358K +$467 +4 +0.1%
KBFS
496
Kohmann Bosshard Financial Services
Ohio
$358K
Kovitz Investment Group Partners
497
Kovitz Investment Group Partners
Illinois
$356K -$711K -6,091 -52%
CL
498
Choreo LLC
Illinois
$353K +$21K +180 +7%
LG
499
Leuthold Group
Minnesota
$353K -$7.83K -67 -2%
MIM
500
MTM Investment Management
South Carolina
$350K +$6.07K +52 +2%