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Raymond James Financial

Name Holding Trade Value Shares
Change
Change in
Stake
QL
676
Quarry LP
New York
$124K +$102K +654 +276%
CT
677
Caldwell Trust
Florida
$121K – – –
FDW
678
Fourth Dimension Wealth
Ohio
$119K +$133K +855 New
AT
679
Arlington Trust
Alabama
$115K – – –
Federated Hermes
680
Federated Hermes
Pennsylvania
$113K +$8.38K +54 +7%
MPWT
681
MassMutual Private Wealth & Trust
Connecticut
$109K +$30.3K +195 +33%
CI Investments Inc
682
CI Investments Inc
Ontario, Canada
$106K -$38.8K -250 -25%
CT
683
Colonial Trust
South Carolina
$104K -$309K -1,989 -73%
AF
684
Allworth Financial
California
$102K +$25.5K +164 +28%
DIP
685
DT Investment Partners
Pennsylvania
$99.9K – – –
AA
686
Addison Advisors
Vermont
$96.8K +$776 +5 +0.7%
OWP
687
ORG Wealth Partners
Texas
$91.6K +$103K +663 New
BBHC
688
Brown Brothers Harriman & Co
New York
$87K +$22.4K +144 +30%
DAM
689
Delta Asset Management
Tennessee
$83.3K – – –
PFBT
690
Parkside Financial Bank & Trust
Missouri
$82.9K +$931 +6 +1%
Loomis, Sayles & Company
691
Loomis, Sayles & Company
Massachusetts
$80K +$13K +84 +17%
HPC
692
HM Payson & Co
Maine
$76.4K – – –
C
693
Covestor
United Kingdom
$75K +$31.8K +205 +61%
CAL
694
Capital Advisors Ltd
Ohio
$73K – – –
GM
695
GeoWealth Management
Illinois
$71.4K -$48.9K -315 -38%
FDCP
696
Foster Dykema Cabot & Partners
Massachusetts
$69.5K – – –
EWA
697
EverSource Wealth Advisors
Alabama
$69.3K +$21.3K +137 +38%
RIL
698
Rothschild Investment LLC
Illinois
$68.8K +$7.3K +47 +10%
PFPT
699
Pinnacle Financial Partners (Tennessee)
Tennessee
$68.7K – – –
AssetMark Inc
700
AssetMark Inc
California
$68.5K +$6.21K +40 +9%