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Raymond James Financial
RJF

Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
726
Plato Investment Management
Australia
$33.2K – – –
CPBTD
727
Central Pacific Bank - Trust Division
Hawaii
$32.8K +$4.44K +31 +17%
ABWM
728
Alpine Bank Wealth Management
Colorado
$30.2K – – –
DMBA
729
Deseret Mutual Benefit Administrators
Utah
$29.4K – – –
MAM
730
Meeder Asset Management
Ohio
$27.9K +$4.72K +33 +22%
TSMHT
731
Thurston Springer Miller Herd & Titak
Indiana
$27.5K – – –
CWM
732
CarsonAllaria Wealth Management
Illinois
$26.9K – – –
VNA
733
Valley National Advisers
Pennsylvania
$26K -$573 -4 -2%
CFD
734
Creative Financial Designs
Indiana
$25.3K -$143 -1 -0.6%
BIA
735
Bell Investment Advisors
California
$24.2K +$2.43K +17 +12%
EP
736
Essential Partners
California
$23.3K +$21.8K +152 New
JFGIW
737
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$23K -$107K -746 -83%
RF
738
Rossby Financial
Florida
$23K – – –
AWM
739
Accredited Wealth Management
Kentucky
$22.9K – – –
OWP
740
ORG Wealth Partners
Texas
$22K -$74.6K -521 -79%
WTC
741
WhitTier Trust Company
Nevada
$20.2K +$16.6K +116 +725%
CPG
742
Cornerstone Planning Group
New Jersey
$20.2K -$3.44K -24 -17%
B
743
Birchbrook
Maine
$20.1K – – –
WA
744
WPG Advisers
Maryland
$20.1K -$4.3K -30 -19%
FFO
745
Fortitude Family Office
Arizona
$19.5K +$3.44K +24 +23%
RA
746
Rise Advisors
New York
$19.3K – – –
RWM
747
Raffa Wealth Management
District of Columbia
$19K +$13.9K +97 +359%
GKIM
748
GW&K Investment Management
Massachusetts
$19K +$1.86K +13 +11%
NS
749
NBC Securities
Alabama
$19K +$18K +126 New
SSG
750
Summit Securities Group
New York
$18.7K -$48.5K -339 -74%
28 29
30
31 32