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Raymond James Financial
RJF

Name Holding Trade Value Shares
Change 		Change in
Stake
S
701
Sachetta
Massachusetts
$4.62K +$741 +6 +18%
WTA
702
Washington Trust Advisors
Massachusetts
$4.54K – – –
OWA
703
Opal Wealth Advisors
New York
$4.45K +$4.44K +36 New
SWA
704
SOA Wealth Advisors
New York
$4.22K -$864 -7 -17%
ME
705
McIlrath & Eck
Washington
$4.09K – – –
CA
706
Crewe Advisors
Utah
$4.08K +$4.07K +33 New
TWP
707
Triad Wealth Partners
Kansas
$4.08K +$4.07K +33 New
CAL
708
Capital Analysts LLC
Pennsylvania
$4K -$13.2K -107 -77%
NMG
709
New Millennium Group
Utah
$3.98K +$3.95K +32 New
BHWM
710
Beaird Harris Wealth Management
Texas
$3.83K – – –
ADL
711
Asset Dedication LLC
California
$3.71K – – –
VWA
712
Valued Wealth Advisors
Utah
$3.71K +$1.48K +12 +67%
RWM
713
Raffa Wealth Management
District of Columbia
$3.71K – – –
DPW
714
DiNuzzo Private Wealth
Pennsylvania
$3.58K +$494 +4 +16%
AWM
715
Abound Wealth Management
Tennessee
$3.46K – – –
AWM
716
Avior Wealth Management
Nebraska
$3.34K -$59.1K -479 -95%
SIC
717
SJS Investment Consulting
Ohio
$3.21K – – –
AW
718
Avion Wealth
Texas
$3K +$1.48K +12 +80%
IAIM
719
International Assets Investment Management
Florida
$2.97K +$2.96K +24 New
GWM
720
Geneos Wealth Management
Colorado
$2.6K -$2.35K -19 -48%
AFG
721
Albion Financial Group
Utah
$2.35K – – –
CA
722
Continuum Advisory
Idaho
$2.35K – – –
PIM
723
Plato Investment Management
Australia
$2.35K – – –
UWS
724
Unique Wealth Strategies
Illinois
$2.31K +$2.22K +18 New
JGIA
725
Jackson Grant Investment Advisers
Connecticut
$2.23K – – –
27 28
29
30 31