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Raymond James Financial
RJF

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMAG
501
Pinnacle Wealth Management Advisory Group
New Jersey
$585K +$3.98K +24 +0.7%
SC
502
Syon Capital
California
$583K +$139K +840 +33%
VT
503
Vise Technologies
New York
$583K +$38.6K +233 +7%
BHPW
504
Beverly Hills Private Wealth
California
$581K -$20.1K -121 -3%
SC
505
Savant Capital
Illinois
$575K -$503K -3,037 -48%
GC
506
Guggenheim Capital
Illinois
$572K -$84.2K -508 -13%
VWA
507
Visionary Wealth Advisors
Illinois
$571K -$16.4K -99 -3%
FTWA
508
Fifth Third Wealth Advisors
Ohio
$567K -$12.1K -73 -2%
GWMR
509
GC Wealth Management RIA
Massachusetts
$567K +$241K +1,454 +79%
LFAS
510
Level Four Advisory Services
Texas
$566K +$66.3K +400 +14%
TA
511
Tectonic Advisors
Texas
$563K +$10.8K +65 +2%
SFS
512
Sowell Financial Services
Arkansas
$560K -$58.5K -353 -10%
ACGA
513
Atlanta Consulting Group Advisors
Georgia
$559K – – –
CFM
514
Catalyst Funds Management
Australia
$552K +$530K +3,200 New
DSAM
515
Dock Street Asset Management
Florida
$552K +$331 +2 +0.1%
BJL
516
Brighton Jones LLC
Washington
$550K +$25.4K +153 +5%
AV
517
ASR Vermogensbeheer
Netherlands
$542K -$5.14K -31 -1%
SAM
518
Smartleaf Asset Management
Massachusetts
$537K +$87.5K +528 +21%
VWM
519
Venturi Wealth Management
Texas
$531K -$4.47K -27 -0.9%
NPFS
520
Novak & Powell Financial Services
Florida
$530K – – –
QCIG
521
Quad-Cities Investment Group
Iowa
$527K +$1.49K +9 +0.3%
HNB
522
Huntington National Bank
Ohio
$514K +$48.1K +290 +11%
GT
523
Greenleaf Trust
Michigan
$513K -$12.8K -77 -3%
KWM
524
Kingsview Wealth Management
Oregon
$512K +$12.3K +74 +3%
OC
525
Oppenheimer & Co
New York
$509K -$47.7K -288 -9%
19 20
21
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