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Raymond James Financial
RJF

Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
626
MassMutual Private Wealth & Trust
Connecticut
$7K +$742 +7 +12%
CI
627
Cordant Inc
Oregon
$7K +$6.67K +63 New
BHWM
628
Beaird Harris Wealth Management
Texas
$6K +$6.04K +57 New
CWC
629
Carolinas Wealth Consulting
North Carolina
$5K -$3.39K -32 -40%
CCM
630
Copeland Capital Management
Pennsylvania
$5K – – –
CWM
631
Curi Wealth Management
North Carolina
$5K – – –
FAG
632
Fortitude Advisory Group
Washington
$5K – – –
BWA
633
BDO Wealth Advisors
Florida
$5K +$5.3K +50 New
BWM
634
BerganKDV Wealth Management
Minnesota
$4K – – –
KFP
635
KB Financial Partners
New Jersey
$4K – – –
ME
636
McIlrath & Eck
Washington
$4K – – –
SC
637
Schubert & Co
Texas
$4K +$742 +7 +23%
RWM
638
Raffa Wealth Management
District of Columbia
$3.3K – – –
CA
639
Centerpoint Advisors
Massachusetts
$3K – – –
MCM
640
Manchester Capital Management
Vermont
$3K – – –
NC
641
NewSquare Capital
Pennsylvania
$3K +$2.54K +24 New
MCC
642
Money Concepts Capital
Florida
$3K +$2.86K +27 New
DI
643
Disciplined Investments
Oklahoma
$3K +$2.97K +28 New
GIA
644
GHP Investment Advisors
Colorado
$3K +$3.18K +30 New
GKIM
645
GW&K Investment Management
Massachusetts
$3K +$3.18K +30 New
JWM
646
Janiczek Wealth Management
Colorado
$2K -$6.46K -61 -81%
LC
647
Lindbrook Capital
California
$2K -$5.62K -53 -73%
AFG
648
Albion Financial Group
Utah
$2K -$2.12K -20 -50%
CMBA
649
C.M. Bidwell & Associates
Hawaii
$2K – – –
PFGIA
650
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
24 25
26
27 28