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Raymond James Financial
RJF

Name Holding Trade Value Shares
Change 		Change in
Stake
OCWP
726
Owl Creek Wealth Partners
Colorado
$76.6K +$83.9K +529 New
FDCP
727
Foster Dykema Cabot & Partners
Massachusetts
$72.4K – – –
CH
728
Cromwell Holdings
Wyoming
$71.8K – – –
OL
729
OneFund LLC
Florida
$69.4K -$8.56K -54 -10%
SS
730
Sunbelt Securities
Texas
$69.3K +$159 +1 +0.2%
HPC
731
HM Payson & Co
Maine
$65.2K -$3.96K -25 -5%
RMC
732
Resources Management Corp
Connecticut
$65K – – –
CIM
733
Contravisory Investment Management
Massachusetts
$63.3K -$354K -2,231 -84%
ASN
734
Advisory Services Network
Georgia
$61.6K -$167K -1,053 -71%
ZBNA
735
Zions Bancorporation, National Association
Utah
$59.8K -$13.3K -84 -17%
RFP
736
Root Financial Partners
California
$58.5K +$12.1K +76 +23%
PTC
737
Private Trust Company
Ohio
$56.2K -$4.44K -28 -7%
CPG
738
Cornerstone Planning Group
New Jersey
$55.1K +$3.01K +19 +6%
TC
739
Trust Company
Kansas
$54.9K – – –
TCM
740
TD Capital Management
Tennessee
$54.8K +$317 +2 +0.5%
AF
741
Alerus Financial
North Dakota
$52.4K -$159 -1 -0.3%
DMBA
742
Deseret Mutual Benefit Administrators
Utah
$52.1K +$26.6K +168 +88%
DCM
743
Dorato Capital Management
Colorado
$50.6K – – –
JWA
744
JFS Wealth Advisors
Pennsylvania
$48K -$6.66K -42 -11%
SC
745
Steph & Co
Wisconsin
$47.1K – – –
BWA
746
Basecamp Wealth Advisors
Washington
$46K – – –
WSFG
747
Wall Street Financial Group
Illinois
$45.6K +$50K +315 New
OA
748
Operose Advisors
Wisconsin
$40.5K -$3.17K -20 -7%
CT
749
Clearstead Trust
Maine
$39.8K – – –
TFIPS
750
Towarzystwo Funduszy Inwestycyjnych PZU SA
$39.1K – – –
28 29
30
31 32