We are live on ! Find out more
RJF icon

Raymond James Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CI
551
CX Institutional
Indiana
$276K +$4.32K +37 +2%
FI
552
FWG Investments
Kentucky
$276K +$42K +360 +19%
PWP
553
Principle Wealth Partners
Connecticut
$272K
HAG
554
HighPoint Advisor Group
Illinois
$271K +$17.1K +146 +8%
CFGS
555
Concourse Financial Group Securities
Alabama
$268K -$12.7K -109 -5%
EI
556
EDMP Inc
Florida
$267K -$37K -317 -13%
AIA
557
Arbor Investment Advisors
North Carolina
$267K
CCA
558
Cadent Capital Advisors
Oklahoma
$266K
BP
559
Ballentine Partners
Massachusetts
$264K +$44.4K +380 +21%
Focus Partners Wealth
560
Focus Partners Wealth
Massachusetts
$263K +$251K +2,151 New
PWPS
561
Pinnacle Wealth Planning Services
Ohio
$259K -$117 -1 -0%
RWP
562
Revolve Wealth Partners
New Jersey
$257K +$467 +4 +0.2%
BWG
563
Berry Wealth Group
Texas
$256K -$14.9K -128 -6%
NCM
564
Novare Capital Management
North Carolina
$255K
FI
565
Financial Insights
Washington
$252K
CWS
566
Confluence Wealth Services
Pennsylvania
$248K
AMCA
567
Arthur M. Cohen & Associates
Illinois
$246K
SC
568
Savant Capital
Illinois
$246K +$234K +2,005 New
CNBT
569
Canandaigua National Bank & Trust
New York
$244K -$20K -171 -8%
MIM
570
Morningstar Investment Management
Illinois
$242K +$217K +1,859 New
CI
571
Cigna Investments
Connecticut
$241K
PA
572
Parallel Advisors
California
$241K +$22.7K +194 +11%
LA
573
Legacy Advisors
Pennsylvania
$240K +$28.5K +244 +14%
PS
574
Principal Securities
Iowa
$239K +$20.6K +176 +10%
SF
575
Synovus Financial
Georgia
$237K