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Raymond James Financial
RJF

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
576
Stratos Wealth Advisors
Ohio
$333K -$199K -1,319 -38%
P
577
Pitcairn
Pennsylvania
$331K -$41.1K -272 -11%
RWP
578
Revolve Wealth Partners
New Jersey
$328K +$1.36K +9 +0.4%
BWG
579
Berry Wealth Group
Texas
$326K +$906 +6 +0.3%
PS
580
Principal Securities
Iowa
$325K +$21.4K +142 +7%
BOSSRA
581
B.O.S.S. Retirement Advisors
Utah
$324K +$315K +2,088 New
FI
582
Financial Insights
Washington
$320K – – –
VT
583
Vise Technologies
New York
$316K +$307K +2,031 New
LA
584
Legacy Advisors
Pennsylvania
$314K +$9.82K +65 +3%
AAIS
585
ABN AMRO Investment Solutions
$313K +$305K +2,017 New
PWP
586
Principle Wealth Partners
Connecticut
$311K -$34K -225 -10%
HAG
587
HighPoint Advisor Group
Illinois
$310K +$3.32K +22 +1%
CAG
588
Crestwood Advisors Group
Massachusetts
$308K +$10.1K +67 +3%
CI
589
Cigna Investments
Connecticut
$305K – – –
KBFS
590
Kohmann Bosshard Financial Services
Ohio
$305K -$146K -964 -33%
SF
591
Synovus Financial
Georgia
$304K +$2.87K +19 +1%
DWM
592
Dynasty Wealth Management
Florida
$299K +$23.9K +158 +9%
ETC
593
Exchange Traded Concepts
Oklahoma
$297K -$99.7K -660 -26%
NCM
594
Novare Capital Management
North Carolina
$292K -$30.2K -200 -10%
ACM
595
Allred Capital Management
Texas
$291K +$604 +4 +0.2%
WPC
596
Wedmont Private Capital
Pennsylvania
$289K +$16.2K +107 +6%
MIM
597
Morningstar Investment Management
Illinois
$289K – – –
SIA
598
Schechter Investment Advisors
Michigan
$289K -$9.97K -66 -3%
CNBT
599
Canandaigua National Bank & Trust
New York
$288K -$20.7K -137 -7%
SAA
600
Southeast Asset Advisors
Georgia
$287K – – –
22 23
24
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