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Raymond James Financial
RJF

Name Holding Trade Value Shares
Change 		Change in
Stake
SFO
551
Standard Family Office
South Dakota
$116K +$119K +1,173 New
BAM
552
Belpointe Asset Management
Nevada
$116K +$119K +1,176 New
TF
553
TimeScale Financial
Massachusetts
$111K +$101 +1 +0.1%
EWA
554
EverSource Wealth Advisors
Alabama
$106K +$15.6K +154 +17%
PA
555
Parallel Advisors
California
$105K +$30.5K +301 +40%
FF
556
FourThought Financial
Florida
$104K +$19K +188 +22%
PCM
557
Penserra Capital Management
California
$98K +$2.43K +24 +2%
LC
558
Lindbrook Capital
California
$95K +$22.9K +226 +31%
IUHSA
559
Itau Unibanco Holding S.A.
Brazil
$94K +$96.8K +956 New
CT
560
Caldwell Trust
Florida
$85.9K – – –
SWM
561
Spire Wealth Management
Virginia
$82K -$9.52K -94 -10%
AP
562
Arlington Partners
Alabama
$82K – – –
WT
563
Whittier Trust
California
$71K -$1.42K -14 -2%
CT
564
Cambridge Trust
Massachusetts
$71K – – –
DIP
565
DT Investment Partners
Pennsylvania
$71K +$72.8K +719 New
MFT
566
Moisand Fitzgerald Tamayo
Florida
$67K -$6.58K -65 -9%
BFEC
567
Benjamin F. Edwards & Company
Missouri
$64K +$38K +375 +138%
EI
568
Ellevest Inc
New York
$61K +$62.5K +617 New
TFA
569
Toth Financial Advisory
Virginia
$60K – – –
AF
570
Allworth Financial
California
$58K +$53K +523 +781%
CFO
571
CVA Family Office
Colorado
$57K +$15.7K +155 +37%
VIA
572
Virtus Investment Advisers
Connecticut
$55K +$56.3K +556 New
ACA
573
Atlas Capital Advisors
Wyoming
$54.2K – – –
UB
574
UMB Bank
Missouri
$51K – – –
AA
575
Alta Advisers
United Kingdom
$49K +$50.6K +500 New
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