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Raymond James Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Fuller & Thaler Asset Management
701
Fuller & Thaler Asset Management
California
$1.23K – – –
First Manhattan
702
First Manhattan
New York
$1.23K +$1.13K +11 New
LFG
703
Larson Financial Group
Missouri
$1.14K -$1.44K -14 -58%
BONH
704
Bank of New Hampshire
New Hampshire
$1.11K – – –
GI
705
Gradient Investments
Minnesota
$1K – – –
TFM
706
TFC Financial Management
Massachusetts
$1K – – –
WPA
707
West Paces Advisors
Georgia
$1K +$309 +3 +50%
CAL
708
Capital Analysts LLC
Pennsylvania
$1K +$824 +8 New
SS
709
Sunbelt Securities
Texas
$791 – – –
JWM
710
Janiczek Wealth Management
Colorado
$558 – – –
TWP
711
TFO Wealth Partners
Ohio
$558 – – –
WWM
712
Wolff Wiese Magana
California
$558 +$515 +5 New
FGAM
713
Financial Gravity Asset Management
Texas
$428 +$309 +3 New
CJ
714
Caitlin John
Michigan
$336 +$309 +3 New
MHR
715
Matthew Hamilton Rosenberg
$335 – – –
EWM
716
Evermay Wealth Management
Virginia
$335 +$309 +3 New
CTA
717
Colonial Trust Advisors
South Carolina
$223 – – –
VWA
718
Valued Wealth Advisors
Utah
$202 +$206 +2 New
DFA
719
DHJJ Financial Advisors
Illinois
$13 – – –
DWM
720
Dogwood Wealth Management
Kansas
$3 – – –
Rockefeller Capital Management
721
Rockefeller Capital Management
New York
– -$28.4M -283,015 Closed
WCA
722
Waratah Capital Advisors
Ontario, Canada
– -$23.7M -235,720 Closed
Axa
723
Axa
France
– -$14M -139,816 Closed
ACL
724
Azora Capital LP
Florida
– -$9.62M -95,773 Closed
Walleye Capital
725
Walleye Capital
New York
– -$8.48M -82,384 Closed