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Raymond James Financial
RJF

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
576
Everence Capital Management
Indiana
$319K -$185K -1,290 -38%
RWP
577
Revolve Wealth Partners
New Jersey
$318K -$1.29K -9 -0.4%
CAM
578
Cresset Asset Management
Illinois
$314K +$293K +2,047 New
CWS
579
Confluence Wealth Services
Pennsylvania
$310K -$349K -2,435 -55%
PWP
580
Principle Wealth Partners
Connecticut
$308K +$716 +5 +0.3%
IIC
581
Integrated Investment Consultants
Michigan
$307K +$287K +2,001 New
EWA
582
EP Wealth Advisors
California
$302K +$66.6K +465 +31%
ACM
583
Allred Capital Management
Texas
$301K +$4.01K +28 +1%
BWG
584
Berry Wealth Group
Texas
$301K -$20.5K -143 -7%
SF
585
Synovus Financial
Georgia
$300K -$277K -1,936 -50%
FPAS
586
Focus Partners Advisor Solutions
Missouri
$298K +$50.8K +355 +22%
CI
587
CX Institutional
Indiana
$297K -$40.4K -282 -13%
MG
588
Mather Group
Illinois
$294K +$5.44K +38 +2%
MIM
589
Morningstar Investment Management
Illinois
$293K +$274K +1,912 New
BRWA
590
B. Riley Wealth Advisors
Florida
$292K -$117K -814 -30%
NCM
591
Novare Capital Management
North Carolina
$289K +$573 +4 +0.2%
VFA
592
Valeo Financial Advisors
Indiana
$286K +$1K +7 +0.4%
DAS
593
Dynamic Advisor Solutions
Arizona
$284K -$29.4K -205 -10%
CI
594
Cigna Investments
Connecticut
$284K -$27.8K -194 -9%
SAA
595
Southeast Asset Advisors
Georgia
$283K – – –
NW
596
NewEdge Wealth
Pennsylvania
$283K -$143 -1 -0.1%
GWMR
597
GC Wealth Management RIA
Massachusetts
$281K +$262K +1,829 New
MPM
598
MBB Public Markets
Illinois
$278K -$59.1K -413 -19%
FBT
599
First Bank & Trust
South Dakota
$277K – – –
AGWCA
600
Annis Gardner Whiting Capital Advisors
Florida
$277K – – –
22 23
24
25 26