We are live on ! Find out more
RJF icon

Raymond James Financial

Name Holding Trade Value Shares
Change
Change in
Stake
SDAM
526
Shulman DeMeo Asset Management
New York
$505K -$33.6K -203 -6%
CFO
527
Collective Family Office
Pennsylvania
$498K
LNWWM
528
Laird Norton Wetherby Wealth Management
California
$492K +$20.2K +122 +4%
VCM
529
Voleon Capital Management
California
$491K -$939K -5,669 -67%
Cambridge Investment Research Advisors
530
Cambridge Investment Research Advisors
Iowa
$491K -$20.7K -125 -4%
CIM
531
Contravisory Investment Management
Massachusetts
$487K +$468K +2,822 New
GLR
532
Great Lakes Retirement
Ohio
$484K -$4.14K -25 -0.9%
AIC
533
Argus Investors Counsel
New York
$484K -$4.31K -26 -0.9%
KPWS
534
Kestra Private Wealth Services
Texas
$478K -$37K -223 -7%
BP
535
Ballentine Partners
Massachusetts
$475K +$5.96K +36 +1%
CFO
536
Callan Family Office
Pennsylvania
$475K +$23.2K +140 +5%
MIM
537
MTM Investment Management
South Carolina
$475K
LWAM
538
Legacy Wealth Asset Management
Minnesota
$468K +$28K +169 +7%
APIM
539
Agate Pass Investment Management
Washington
$463K
BCP
540
Blue Chip Partners
Michigan
$447K +$663 +4 +0.2%
LGA
541
Lebenthal Global Advisors
New York
$443K +$167K +1,008 +65%
EFS
542
Essex Financial Services
Connecticut
$443K +$73.6K +444 +21%
Vontobel Holding
543
Vontobel Holding
Switzerland
$443K -$27.5K -166 -6%
CCA
544
Catalyst Capital Advisors
New York
$442K
CA
545
Calton & Associates
Florida
$441K +$1.16K +7 +0.3%
SWP
546
Sagespring Wealth Partners
Tennessee
$436K +$20.4K +123 +5%
SIC
547
Samalin Investment Counsel
New York
$436K -$20.1K -121 -5%
DRS
548
Deane Retirement Strategies
Louisiana
$433K +$166K +1,002 +66%
CWG
549
Cornerstone Wealth Group
North Carolina
$432K +$994 +6 +0.2%
I
550
InceptionR
California
$428K -$2.08M -12,562 -83%