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Raymond James Financial

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
526
Sutton Wealth Advisors
Florida
$243K -$56.1K -500 -18%
PWPS
527
Pinnacle Wealth Planning Services
Ohio
$241K +$1.91K +17 +0.8%
SA
528
Syntax Advisors
New York
$241K -$29.5K -263 -10%
VCG
529
Vantage Consulting Group
Virginia
$241K -$29.5K -263 -10%
SWM
530
SeaCrest Wealth Management
New York
$238K -$337 -3 -0.1%
PWP
531
Principle Wealth Partners
Connecticut
$238K
HFW
532
Horizon Family Wealth
Illinois
$236K +$786 +7 +0.3%
XT
533
XTX Topco
Cayman Islands
$234K -$59.5K -530 -19%
AIA
534
Arbor Investment Advisors
North Carolina
$233K
TAM
535
Trust Asset Management
Texas
$232K
RCAG
536
Rehmann Capital Advisory Group
Michigan
$229K -$9.65K -86 -4%
FMAEN1
537
Fund Management at Engine No 1
California
$228K +$239K +2,133 New
FI
538
Financial Insights
Washington
$227K +$1.46K +13 +0.6%
LWAM
539
Legacy Wealth Asset Management
Minnesota
$226K -$117K -1,042 -33%
NP
540
NorthRock Partners
Minnesota
$225K +$236K +2,106 New
AS
541
AM Squared
Hong Kong
$224K +$236K +2,100 New
PA
542
Profund Advisors
Maryland
$222K -$9.43K -84 -4%
FRM
543
Fox Run Management
Connecticut
$220K +$231K +2,059 New
EBA
544
Eagle Bay Advisors
New York
$219K +$61.7K +550 +37%
Rockefeller Capital Management
545
Rockefeller Capital Management
New York
$214K -$28.8K -257 -11%
AMCA
546
Arthur M. Cohen & Associates
Illinois
$214K -$84.2K -750 -27%
CFO
547
Collective Family Office
Pennsylvania
$214K +$224K +2,000 New
MCC
548
Malaga Cove Capital
California
$212K +$223K +1,985 New
YIA
549
YHB Investment Advisors
Connecticut
$209K -$28.1K -250 -11%
BJL
550
Brighton Jones LLC
Washington
$207K +$218K +1,939 New