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Raymond James Financial
RJF

Name Holding Trade Value Shares
Change 		Change in
Stake
CPWL
526
Coquina Private Wealth LLC
Florida
$461K -$4.4K -29 -0.9%
TRCT
527
Tower Research Capital (TRC)
New York
$456K -$40.2K -265 -8%
WC
528
Waterloo Capital
Texas
$455K -$50.9K -335 -10%
KPWS
529
Kestra Private Wealth Services
Texas
$443K +$3.79K +25 +0.9%
EWM
530
Empirical Wealth Management
Washington
$441K +$61.3K +404 +16%
SDAM
531
Shulman DeMeo Asset Management
New York
$438K -$3.04K -20 -0.7%
OC
532
Oppenheimer & Co
New York
$437K -$8.35K -55 -2%
CCA
533
Checchi Capital Advisers
California
$436K +$15.9K +105 +4%
GT
534
Greenleaf Trust
Michigan
$434K -$81.7K -538 -16%
MFG
535
Merit Financial Group
Georgia
$433K -$40.2K -265 -9%
TG
536
TCW Group
California
$426K -$3.95K -26 -0.9%
SAM
537
Smartleaf Asset Management
Massachusetts
$424K – – –
OAM
538
Ostrum Asset Management
France
$422K +$144K +947 +52%
FWA
539
FORM Wealth Advisors
Wisconsin
$421K +$1.52K +10 +0.4%
MIM
540
MTM Investment Management
South Carolina
$418K – – –
IA
541
IFP Advisors
Florida
$417K -$14.7K -97 -3%
TDB
542
Thompson David Blair
$417K +$416K +2,741 New
LWAM
543
Legacy Wealth Asset Management
Minnesota
$416K -$11.8K -78 -3%
AIC
544
Argus Investors Counsel
New York
$414K -$152 -1 -0%
GLR
545
Great Lakes Retirement
Ohio
$414K -$152 -1 -0%
AP
546
Anchyra Partners
Georgia
$413K -$3.34K -22 -0.8%
BOTPPF
547
Board of the Pension Protection Fund
United Kingdom
$410K -$1M -6,600 -71%
ECM
548
Everence Capital Management
Indiana
$409K +$92.8K +611 +29%
PWP
549
Phillips Wealth Planners
Mississippi
$406K – – –
WANY
550
Wealthspire Advisors (New York)
New York
$402K +$607 +4 +0.2%
20 21
22
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