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Raymond James Financial

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
551
Venturi Wealth Management
Texas
$493K -$1.13K -7 -0.2%
CPWL
552
Coquina Private Wealth LLC
Florida
$492K +$495K +3,064 New
QCIG
553
Quad-Cities Investment Group
Iowa
$492K +$1.29K +8 +0.3%
SAM
554
Smartleaf Asset Management
Massachusetts
$486K -$9.04K -56 -2%
AIC
555
Argus Investors Counsel
New York
$484K +$33.4K +207 +7%
NW
556
NewEdge Wealth
Pennsylvania
$479K +$203K +1,256 +73%
LFAS
557
Level Four Advisory Services
Texas
$478K -$48.8K -302 -9%
CG
558
Cynosure Group
Utah
$477K +$480K +2,973 New
GT
559
Greenleaf Trust
Michigan
$477K -$323 -2 -0.1%
OC
560
Oppenheimer & Co
New York
$477K +$3.55K +22 +0.7%
GLR
561
Great Lakes Retirement
Ohio
$476K +$25.4K +157 +6%
HI
562
Horizon Investments
North Carolina
$472K -$123K -763 -21%
SDAM
563
Shulman DeMeo Asset Management
New York
$470K +$323 +2 +0.1%
William Blair & Company
564
William Blair & Company
Illinois
$464K +$105K +650 +29%
CFO
565
Collective Family Office
Pennsylvania
$464K
LWAM
566
Legacy Wealth Asset Management
Minnesota
$447K +$11K +68 +3%
BP
567
Ballentine Partners
Massachusetts
$442K +$161 +1 +0%
FWA
568
FORM Wealth Advisors
Wisconsin
$442K +$445K +2,754 New
MIM
569
MTM Investment Management
South Carolina
$442K
AP
570
Anchyra Partners
Georgia
$440K +$442K +2,738 New
TG
571
TCW Group
California
$432K +$435K +2,691 New
APIM
572
Agate Pass Investment Management
Washington
$431K
CIM
573
Contravisory Investment Management
Massachusetts
$428K -$24.9K -154 -5%
PWS
574
Pursuit Wealth Strategies
North Carolina
$421K +$423K +2,620 New
BBHC
575
Brown Brothers Harriman & Co
New York
$419K +$207K +1,279 +96%