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Raymond James Financial
RJF

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
726
Sentry Investment Management
Wisconsin
$67K -$22.4K -135 -25%
TC
727
Trust Company
Kansas
$65.4K – – –
TCM
728
TD Capital Management
Tennessee
$64.9K +$166 +1 +0.3%
SAM
729
Shell Asset Management
Netherlands
$64K -$527K -3,181 -90%
AF
730
Alerus Financial
North Dakota
$62.7K – – –
TPCW
731
TD Private Client Wealth
New York
$57.3K -$829 -5 -1%
JWA
732
JFS Wealth Advisors
Pennsylvania
$51.8K – – –
AAS
733
Ameritas Advisory Services
Nebraska
$51.8K -$18.9K -114 -28%
OA
734
Operose Advisors
Wisconsin
$51.8K – – –
MFT
735
Moisand Fitzgerald Tamayo
Florida
$49.9K – – –
RFP
736
Root Financial Partners
California
$49.9K +$47.9K +289 New
TH
737
TCTC Holdings
Texas
$49.5K – – –
CT
738
Clearstead Trust
Maine
$49.2K +$30K +181 +174%
TFIPS
739
Towarzystwo Funduszy Inwestycyjnych PZU SA
$46.6K – – –
FFWM
740
Future Financial Wealth Management
Ohio
$44.7K – – –
HWM
741
Hemington Wealth Management
Virginia
$44K +$2.15K +13 +5%
PGAM
742
Princeton Global Asset Management
New Jersey
$42.3K – – –
CA
743
Clearstead Advisors
Ohio
$38.7K -$30K -181 -45%
CPBTD
744
Central Pacific Bank - Trust Division
Hawaii
$36.9K – – –
ABWM
745
Alpine Bank Wealth Management
Colorado
$34K – – –
WT
746
Whittier Trust
California
$33.2K -$38.9K -235 -54%
DMBA
747
Deseret Mutual Benefit Administrators
Utah
$33.1K – – –
ACM
748
Anfield Capital Management
California
$33K +$31.6K +191 New
QC
749
Quent Capital
New York
$32.6K +$31.3K +189 New
SL
750
Salomon & Ludwin
Virginia
$31.2K +$31K +187 New
28 29
30
31 32