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Raymond James Financial
RJF

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
626
Novare Capital Management
North Carolina
$275K – – –
CTC
627
Central Trust Company
Missouri
$275K -$3.95K -26 -1%
NW
628
NewEdge Wealth
Pennsylvania
$274K +$8.65K +57 +3%
MAM
629
Meeder Asset Management
Ohio
$274K +$267K +1,758 +4,186%
FUBT
630
First United Bank & Trust
Maryland
$271K +$2.28K +15 +0.8%
AGP
631
Aspire Growth Partners
Florida
$271K +$1.06K +7 +0.4%
QIM
632
Quantitative Investment Management
Virginia
$270K +$270K +1,778 New
TCBWMS
633
Texas Capital Bank Wealth Management Services
Texas
$264K -$56K -369 -18%
BAM
634
Berkshire Asset Management
Pennsylvania
$263K – – –
NB
635
Nicolet Bankshares
Wisconsin
$261K -$9.56K -63 -4%
ETC
636
Exchange Traded Concepts
Oklahoma
$259K +$4.86K +32 +2%
CI
637
Cigna Investments
Connecticut
$256K – – –
TWC
638
TD Waterhouse Canada
Ontario, Canada
$253K -$8.35K -55 -3%
EFG
639
Ethos Financial Group
Pennsylvania
$251K +$219K +1,442 New
SDIC
640
South Dakota Investment Council
South Dakota
$251K +$60.7K +400 +32%
DWT
641
Dorsey & Whitney Trust
South Dakota
$249K +$3.95K +26 +2%
KBFS
642
Kohmann Bosshard Financial Services
Ohio
$249K – – –
FBT
643
First Bank & Trust
South Dakota
$247K -$31.3K -206 -11%
PWM
644
Perigon Wealth Management
California
$244K +$29K +191 +14%
SPWM
645
Smith Partners Wealth Management
North Carolina
$243K – – –
DT
646
DV Trading
Illinois
$243K +$243K +1,600 New
CA
647
Carson Advisory
Georgia
$241K – – –
CA
648
Clearstead Advisors
Ohio
$240K +$143K +944 +149%
PVI
649
Pine Valley Investments
New Jersey
$238K +$6.22K +41 +3%
EIA
650
Eldridge Investment Advisors
New Hampshire
$237K – – –
24 25
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