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Raymond James Financial

Name Holding Trade Value Shares
Change
Change in
Stake
LG
551
Leuthold Group
Minnesota
$402K
PWS
552
Pursuit Wealth Strategies
North Carolina
$400K +$1.06K +7 +0.3%
BCP
553
Blue Chip Partners
Michigan
$397K +$1.37K +9 +0.3%
AGWCA
554
Annis Gardner Whiting Capital Advisors
Florida
$396K +$11.4K +75 +3%
VT
555
Vise Technologies
New York
$395K -$86.7K -571 -18%
CWG
556
Cornerstone Wealth Group
North Carolina
$393K +$12.3K +81 +3%
Grantham, Mayo, Van Otterloo & Co (GMO)
557
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$393K -$327K -2,156 -45%
VWM
558
Venturi Wealth Management
Texas
$393K -$43.1K -284 -10%
APIM
559
Agate Pass Investment Management
Washington
$393K
Vontobel Holding
560
Vontobel Holding
Switzerland
$390K +$25.5K +168 +7%
DAS
561
Diversify Advisory Services
Utah
$388K +$340K +2,238 New
DWM
562
Diversify Wealth Management
Utah
$388K +$340K +2,238 New
EI
563
EDMP Inc
Florida
$388K +$135K +890 +54%
FISPB
564
Fideuram - Intesa Sanpaolo Private Banking
$386K -$7.33M -48,298 -95%
CWS
565
Confluence Wealth Services
Pennsylvania
$375K +$46.3K +305 +14%
TAM
566
Titleist Asset Management
Texas
$375K +$374K +2,466 New
CA
567
Calton & Associates
Florida
$373K -$15.3K -101 -4%
AWM
568
Axxcess Wealth Management
California
$372K +$372K +2,450 New
DWM
569
Darwin Wealth Management
Florida
$372K +$1.37K +9 +0.4%
OCA
570
OpenArc Corporate Advisory
Georgia
$372K +$73.2K +482 +24%
MQWP
571
Morey & Quinn Wealth Partners
Nebraska
$371K +$759 +5 +0.2%
EWA
572
EP Wealth Advisors
California
$368K +$88.7K +584 +32%
WBC
573
Westpac Banking Corp
Australia
$366K -$4.4K -29 -1%
EAM
574
Erste Asset Management
Austria
$366K +$9.56K +63 +3%
TCP
575
TMB Capital Partners
Arkansas
$360K +$15.5K +102 +4%