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Raymond James Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
876
Capital Analysts LLC
Pennsylvania
$1K – – –
POIA
877
Pin Oak Investment Advisors
Texas
$1K +$911 +6 New
WA
878
WestEnd Advisors
North Carolina
$912 – – –
BFS
879
Bare Financial Services
Pennsylvania
$912 +$455 +3 +100%
CA
880
Continuum Advisory
Idaho
$912 +$911 +6 New
IA
881
IFG Advisory
Georgia
$763 +$759 +5 New
APW
882
Aventura Private Wealth
Florida
$760 – – –
AT
883
Arlington Trust
Alabama
$608 – – –
T
884
Tidemark
California
$608 – – –
DCM
885
Davis Capital Management
Florida
$608 +$607 +4 New
DF
886
Downshift Financial
Colorado
$608 +$607 +4 New
SIM
887
Synergy Investment Management
Florida
$522 – – –
SWA
888
SOA Wealth Advisors
New York
$489 – – –
SA
889
Seneschal Advisors
Washington
$457 -$152 -1 -25%
BIM
890
Breakwater Investment Management
Washington
$457 – – –
GBT
891
Grove Bank & Trust
Florida
$456 – – –
M
892
MOTCO
Texas
$456 +$455 +3 New
PMFA
893
Plante Moran Financial Advisors
Michigan
$456 +$455 +3 New
SFCL
894
Strengthening Families & Communities LLC
Massachusetts
$456 +$455 +3 New
RPA
895
Redwood Park Advisors
California
$305 – – –
PS
896
Planning Strategies
Pennsylvania
$304 +$304 +2 New
CI
897
Cordant Inc
Oregon
$194 +$152 +1 New
MCA
898
Maryland Capital Advisors
Maryland
$153 +$152 +1 New
TCM
899
Triumph Capital Management
Colorado
$152 -$152 -1 -50%
NB
900
NBT Bank
New York
$152 – – –