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Raymond James Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
726
Capital Analysts LLC
Pennsylvania
$4K – – –
BHWM
727
Beaird Harris Wealth Management
Texas
$3.8K – – –
AWM
728
Avior Wealth Management
Nebraska
$3.8K +$467 +4 +15%
RWM
729
Ruedi Wealth Management
Illinois
$3.67K -$3.62K -31 -51%
ADL
730
Asset Dedication LLC
California
$3.67K – – –
RWM
731
Raffa Wealth Management
District of Columbia
$3.67K – – –
DPW
732
DiNuzzo Private Wealth
Pennsylvania
$3.55K – – –
AWM
733
Abound Wealth Management
Tennessee
$3.43K – – –
SIC
734
SJS Investment Consulting
Ohio
$3.18K – – –
AW
735
Avion Wealth
Texas
$3K +$467 +4 +15%
BBHC
736
Brown Brothers Harriman & Co
New York
$2.82K +$2.69K +23 New
NMG
737
New Millennium Group
Utah
$2.34K -$1.52K -13 -41%
AFG
738
Albion Financial Group
Utah
$2.33K – – –
PIM
739
Plato Investment Management
Australia
$2.32K – – –
SWM
740
Spire Wealth Management
Virginia
$2.21K – – –
JGIA
741
Jackson Grant Investment Advisers
Connecticut
$2.2K – – –
DF
742
Dunhill Financial
United Kingdom
$2.13K – – –
CMBA
743
C.M. Bidwell & Associates
Hawaii
$1.96K – – –
TC
744
Truvestments Capital
Florida
$1.84K +$1.75K +15 New
CA
745
Continuum Advisory
Idaho
$1.44K -$1.17K -10 -53%
CA
746
Crewe Advisors
Utah
$1.35K -$2.57K -22 -67%
Fuller & Thaler Asset Management
747
Fuller & Thaler Asset Management
California
$1.35K – – –
BONH
748
Bank of New Hampshire
New Hampshire
$1.23K – – –
TFM
749
TFC Financial Management
Massachusetts
$1.1K -$117 -1 -10%
GWM
750
Geneos Wealth Management
Colorado
$1.1K -$1.4K -12 -57%