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Raymond James Financial
RJF

Name Holding Trade Value Shares
Change 		Change in
Stake
KBFS
651
Kohmann Bosshard Financial Services
Ohio
$237K – – –
TWC
652
TD Waterhouse Canada
Ontario, Canada
$237K +$257K +1,621 +5,403%
CBT
653
Central Bank & Trust
Kentucky
$235K -$10.2K -64 -4%
BAM
654
Belpointe Asset Management
Nevada
$234K -$639K -4,029 -71%
NB
655
Nicolet Bankshares
Wisconsin
$234K +$259K +1,631 New
DWT
656
Dorsey & Whitney Trust
South Dakota
$234K +$16.8K +106 +7%
VFA
657
Valeo Financial Advisors
Indiana
$233K -$57.3K -361 -18%
SPWM
658
Smith Partners Wealth Management
North Carolina
$232K – – –
CA
659
Carson Advisory
Georgia
$230K – – –
FPH
660
Financial Planning Hawaii
Hawaii
$229K – – –
HCPC
661
Hamilton Capital Partners (Canada)
$229K +$251K +1,585 New
AIP
662
Ameritas Investment Partners
Nebraska
$228K -$6.98K -44 -3%
FMI
663
Frec Markets Inc
California
$227K +$248K +1,565 New
EIA
664
Eldridge Investment Advisors
New Hampshire
$225K – – –
LCM
665
Landscape Capital Management
New Jersey
$225K -$2.31M -14,582 -90%
PVI
666
Pine Valley Investments
New Jersey
$221K -$53.5K -337 -18%
SEM
667
Suncoast Equity Management
Florida
$221K – – –
PGF
668
Plan Group Financial
Oklahoma
$220K +$241K +1,522 New
SWA
669
Sax Wealth Advisors
New Jersey
$220K – – –
PA
670
Profund Advisors
Maryland
$219K -$51.4K -324 -18%
SWA
671
Stratos Wealth Advisors
Ohio
$218K -$9.68K -61 -4%
OIAM
672
OFI Invest Asset Management
France
$218K +$79.8K +503 +41%
CWM
673
Circle Wealth Management
New Jersey
$216K – – –
EPW
674
Evolve Private Wealth
California
$213K -$2.06M -13,013 -90%
CCA
675
Catalyst Capital Advisors
New York
$213K -$173K -1,090 -43%
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