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Raymond James Financial
RJF

Name Holding Trade Value Shares
Change 		Change in
Stake
JSW
651
Journey Strategic Wealth
New Jersey
$208K +$195K +1,359 New
HCPC
652
Hamilton Capital Partners (Canada)
$208K – – –
SFG
653
Sovereign Financial Group
Connecticut
$207K +$193K +1,351 New
SWA
654
Sax Wealth Advisors
New Jersey
$206K +$193K +1,345 New
GL
655
Graypoint LLC
New York
$206K +$192K +1,343 New
GS
656
GTS Securities
Florida
$205K +$191K +1,334 New
LS
657
Livforsakringsbolaget Skandia
Sweden
$204K – – –
PCS
658
Personal CFO Solutions
New Jersey
$203K +$190K +1,326 New
SCM
659
Sebold Capital Management
Illinois
$203K +$189K +1,323 New
LIM
660
Letson Investment Management
Georgia
$200K +$187K +1,305 New
EWA
661
EverSource Wealth Advisors
Alabama
$182K +$98.1K +685 +137%
BGAI
662
Bruce G. Allen Investments
Colorado
$174K +$3.58K +25 +2%
SC
663
Steph & Co
Wisconsin
$171K -$46.8K -327 -23%
FHA
664
First Horizon Advisors
Tennessee
$170K -$23.1K -161 -13%
PPC
665
Park Place Capital
Alabama
$164K – – –
FDW
666
Fourth Dimension Wealth
Ohio
$162K +$28.4K +198 +23%
FFA
667
Farther Finance Advisors
California
$158K +$5.3K +37 +4%
PCM
668
Penserra Capital Management
California
$155K +$15.3K +107 +12%
UB
669
UMB Bank
Missouri
$153K -$779K -5,442 -84%
KTC
670
Kentucky Trust Company
Kentucky
$150K – – –
CT
671
Colonial Trust
South Carolina
$149K +$32.6K +228 +31%
CT
672
Caldwell Trust
Florida
$133K – – –
AT
673
Arlington Trust
Alabama
$130K +$2.72K +19 +2%
AF
674
Allworth Financial
California
$127K +$11.6K +81 +11%
BBHC
675
Brown Brothers Harriman & Co
New York
$125K +$27.4K +191 +31%
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