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Raymond James Financial

Name Holding Trade Value Shares
Change
Change in
Stake
SPA
626
Sherbrooke Park Advisers
New York
$235K -$120K -796 -34%
DRS
627
Deane Retirement Strategies
Louisiana
$234K
Brown Advisory
628
Brown Advisory
Maryland
$234K +$227K +1,504 New
IAN
629
Integrated Advisors Network
Texas
$232K +$226K +1,494 New
PFS
630
Prospera Financial Services
Texas
$231K +$225K +1,489 New
NAS
631
Nicolet Advisory Services
Wisconsin
$228K +$223K +1,478 New
QIM
632
Quantitative Investment Management
Virginia
$226K -$229K -1,519 -51%
PWPS
633
Pinnacle Wealth Planning Services
Ohio
$225K -$99.7K -660 -31%
BC
634
Bayforest Capital
United Kingdom
$225K +$219K +1,449 New
DWT
635
Dorsey & Whitney Trust
South Dakota
$224K +$218K +1,443 New
HWM
636
HB Wealth Management
Georgia
$223K +$217K +1,434 New
OHWP
637
Oak Harbor Wealth Partners
North Carolina
$222K +$216K +1,430 New
KA
638
Kooman & Associates
Pennsylvania
$222K +$216K +1,428 New
EWA
639
EP Wealth Advisors
California
$222K +$216K +1,428 New
MIM
640
Moseley Investment Management
Florida
$221K +$215K +1,425 New
ASN
641
Advisory Services Network
Georgia
$220K +$214K +1,417 New
QCG
642
Quadrant Capital Group
Ohio
$219K -$302 -2 -0.1%
HCPC
643
Hamilton Capital Partners (Canada)
$217K -$38.7K -256 -15%
Fayez Sarofim & Co
644
Fayez Sarofim & Co
Texas
$217K +$211K +1,397 New
Verition Fund Management
645
Verition Fund Management
Connecticut
$216K -$430K -2,846 -67%
CWP
646
CFM Wealth Partners
Texas
$215K +$209K +1,387 New
GRP
647
Global Retirement Partners
California
$215K -$23.7K -157 -10%
FWA
648
FSM Wealth Advisors
Ohio
$214K +$196K +1,297 New
O
649
Ossiam
France
$214K -$1.15M -7,627 -85%
PWM
650
Perigon Wealth Management
California
$211K +$193K +1,281 New