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Raymond James Financial
RJF

Name Holding Trade Value Shares
Change 		Change in
Stake
GAG
676
Goodman Advisory Group
Massachusetts
$3K – – –
AWM
677
Abound Wealth Management
Tennessee
$2.99K +$1.46K +13 +87%
DI
678
Disciplined Investments
Oklahoma
$2.99K -$337 -3 -10%
MCM
679
Manchester Capital Management
Vermont
$2.88K -$224 -2 -7%
NC
680
NewSquare Capital
Pennsylvania
$2.56K – – –
WWM
681
Wolff Wiese Magana
California
$2.14K – – –
CAL
682
Capital Advisors Ltd
Ohio
$2K +$54.5K +486 +972%
CMBA
683
C.M. Bidwell & Associates
Hawaii
$1.71K – – –
JWM
684
Janiczek Wealth Management
Colorado
$1.59K – – –
BBHC
685
Brown Brothers Harriman & Co
New York
$1.39K – – –
BCM
686
Bourgeon Capital Management
Connecticut
$1.28K – – –
AWM
687
Accel Wealth Management
Iowa
$1.18K – – –
FFC
688
First Financial Corp
Indiana
$1.18K – – –
LFG
689
Larson Financial Group
Missouri
$1.07K – – –
GBT
690
Grove Bank & Trust
Florida
$1K +$1.12K +10 New
TFM
691
TFC Financial Management
Massachusetts
$962 – – –
BWL
692
Bogart Wealth LLC
Virginia
$748 +$786 +7 New
WPA
693
West Paces Advisors
Georgia
$641 – – –
GJIA
694
Glass Jacobson Investment Advisors
Maryland
$427 +$449 +4 New
VCM
695
Versant Capital Management
Arizona
$321 – – –
MHR
696
Matthew Hamilton Rosenberg
$321 +$337 +3 New
CTA
697
Colonial Trust Advisors
South Carolina
$214 +$224 +2 New
TWP
698
TFO Wealth Partners
Ohio
$106 +$112 +1 New
PCM
699
Prana Capital Management
Connecticut
– -$19.9M -200,964 Closed
ACL
700
Azora Capital LP
Florida
– -$7.17M -72,533 Closed
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