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Raymond James Financial

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
551
Samalin Investment Counsel
New York
$387K -$22.4K -144 -5%
Vontobel Holding
552
Vontobel Holding
Switzerland
$382K -$71.9K -463 -14%
EI
553
Ellevest Inc
New York
$381K +$425K +2,741 New
MIM
554
MTM Investment Management
South Carolina
$380K
GT
555
Greenleaf Trust
Michigan
$380K -$196K -1,264 -32%
FWA
556
FORM Wealth Advisors
Wisconsin
$379K +$423K +2,727 New
FB
557
Fulton Bank
Pennsylvania
$379K +$9.16K +59 +2%
BRWA
558
B. Riley Wealth Advisors
Florida
$377K -$353K -2,273 -46%
CCA
559
Checchi Capital Advisers
California
$377K +$4.97K +32 +1%
PVI
560
Pine Valley Investments
New Jersey
$375K +$6.36K +41 +2%
DWM
561
Darwin Wealth Management
Florida
$375K
WBC
562
Westpac Banking Corp
Australia
$375K -$18.2K -117 -4%
APIM
563
Agate Pass Investment Management
Washington
$373K -$44.4K -286 -10%
QC
564
Quadrature Capital
United Kingdom
$371K -$125K -804 -23%
RCAG
565
Rehmann Capital Advisory Group
Michigan
$369K +$28.3K +182 +7%
HI
566
Horizon Investments
North Carolina
$366K +$17.5K +113 +4%
SP
567
Stonebrook Private
Michigan
$363K -$36K -232 -8%
IQI
568
Integrated Quantitative Investments
Washington
$363K +$405K +2,612 New
PWP
569
Phillips Wealth Planners
Mississippi
$363K +$1.4K +9 +0.3%
BAM
570
Blueshift Asset Management
New Jersey
$361K +$404K +2,602 New
PA
571
Profund Advisors
Maryland
$360K -$21.1K -136 -5%
BCP
572
Blue Chip Partners
Michigan
$356K +$1.86K +12 +0.5%
CCA
573
Catalyst Capital Advisors
New York
$356K +$147K +950 +59%
CA
574
Calton & Associates
Florida
$354K
OAM
575
Ostrum Asset Management
France
$353K -$10.6K -68 -3%