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Raymond James Financial
RJF

Name Holding Trade Value Shares
Change 		Change in
Stake
OP
826
ORG Partners
Indiana
$4.66K +$2.49K +15 +125%
WA
827
Westfuller Advisors
New York
$4.43K +$4.31K +26 New
WWA
828
Wealth Watch Advisors
Colorado
$4.14K +$3.98K +24 New
AWM
829
Abound Wealth Management
Tennessee
$3.97K – – –
SWM
830
Spire Wealth Management
Virginia
$3.83K -$88K -531 -96%
CIAS
831
CBIZ Investment Advisory Services
Ohio
$3.8K +$166 +1 +5%
TFA
832
Transamerica Financial Advisors
Florida
$3.8K +$3.65K +22 New
KG
833
Kilter Group
New York
$3.45K – – –
TWD
834
True Wealth Design
Ohio
$3.45K +$1.82K +11 +122%
AFG
835
Albion Financial Group
Utah
$3.28K – – –
WB
836
Webster Bank
Connecticut
$3.28K – – –
BWL
837
Bogart Wealth LLC
Virginia
$3.28K +$497 +3 +19%
JGIA
838
Jackson Grant Investment Advisers
Connecticut
$3.11K – – –
DF
839
Dunhill Financial
United Kingdom
$2.94K +$166 +1 +6%
MAM
840
Marquette Asset Management
Minnesota
$2.94K +$2.82K +17 New
CMBA
841
C.M. Bidwell & Associates
Hawaii
$2.76K – – –
AT
842
Avalon Trust
New Mexico
$2.76K +$2.65K +16 New
SIC
843
SJS Investment Consulting
Ohio
$2.42K – – –
AF
844
Advisornet Financial
Minnesota
$2.42K – – –
CWM
845
Crowley Wealth Management
Delaware
$2.42K – – –
BHWM
846
Bay Harbor Wealth Management
Maryland
$2.42K +$497 +3 +27%
APM
847
Advanced Portfolio Management
New York
$2.42K +$2.32K +14 New
PWA
848
Principia Wealth Advisory
Texas
$2.24K +$331 +2 +18%
MBFW
849
Morton Brown Family Wealth
Pennsylvania
$2.24K +$2.15K +13 New
CWP
850
Clark Wealth Partners
Illinois
$2.09K – – –
32 33
34
35 36