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Raymond James Financial
RJF

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
601
Lindbrook Capital
California
$7K – – –
AWA
602
Amplius Wealth Advisors
Pennsylvania
$7K +$7.02K +71 New
MPWT
603
MassMutual Private Wealth & Trust
Connecticut
$6K -$99 -1 -2%
CWP
604
Concord Wealth Partners
Virginia
$6K +$1.98K +20 +44%
AA
605
Addison Advisors
Vermont
$6K +$5.14K +52 +433%
BFC
606
Bedel Financial Consulting
Indiana
$6K +$5.63K +57 New
SFM
607
Signet Financial Management
New Jersey
$6K +$6.13K +62 New
CCM
608
Copeland Capital Management
Pennsylvania
$5K – – –
SSB
609
Sandy Spring Bank
Maryland
$5K – – –
MCM
610
MV Capital Management
Maryland
$5K +$494 +5 +11%
CWM
611
Curi Wealth Management
North Carolina
$5K +$5.04K +51 New
PMFA
612
Plante Moran Financial Advisors
Michigan
$5K +$5.14K +52 New
KFP
613
KB Financial Partners
New Jersey
$4K +$3.56K +36 New
JWA
614
JFS Wealth Advisors
Pennsylvania
$4K +$3.76K +38 New
AFG
615
Albion Financial Group
Utah
$4K +$3.95K +40 New
FAG
616
Fortitude Advisory Group
Washington
$4K +$4.15K +42 New
RWM
617
Raffa Wealth Management
District of Columbia
$3.01K – – –
SCA
618
Snowden Capital Advisors
New York
$3K -$247K -2,494 -99%
BWM
619
Baystate Wealth Management
Massachusetts
$3K – – –
BWM
620
BerganKDV Wealth Management
Minnesota
$3K – – –
MCM
621
Manchester Capital Management
Vermont
$3K – – –
ME
622
McIlrath & Eck
Washington
$3K – – –
AF
623
Advisornet Financial
Minnesota
$3K +$2.47K +25 New
CA
624
Centerpoint Advisors
Massachusetts
$3K +$2.96K +30 New
SC
625
Schubert & Co
Texas
$3K +$2.96K +30 New
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25
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