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Raymond James Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
901
Clayton Financial Group
Missouri
$1.77K +$1.78K +11 New
HFS
902
Hughes Financial Services
Virginia
$1.61K – – –
TFM
903
TFC Financial Management
Massachusetts
$1.61K – – –
ACA
904
Atlas Capital Advisors
Wyoming
$1.6K +$1.61K +10 New
PWA
905
Physician Wealth Advisors
Utah
$1.45K -$6.46K -40 -82%
EWP
906
Elevation Wealth Partners
California
$1.28K -$484 -3 -27%
BHWM
907
Beaird Harris Wealth Management
Texas
$1.13K – – –
HWP
908
Highline Wealth Partners
California
$1.12K – – –
RS
909
Rakuten Securities
Japan
$1.12K +$323 +2 +40%
1CP
910
1015 Capital Partners
Pennsylvania
$1.12K +$1.13K +7 New
Capital Analysts LLC
911
Capital Analysts LLC
Pennsylvania
$1K – – –
FNWA
912
Financial Network Wealth Advisors
Utah
$964 – – –
WestEnd Advisors
913
WestEnd Advisors
North Carolina
$964 +$323 +2 +50%
TF
914
Tompkins Financial
New York
$964 +$969 +6 New
TCM
915
Triumph Capital Management
Colorado
$964 +$969 +6 New
APW
916
Aventura Private Wealth
Florida
$803 -$21.8K -135 -96%
QWM
917
Quaker Wealth Management
New Jersey
$643 – – –
RPA
918
Redwood Park Advisors
California
$643 – – –
SA
919
Seneschal Advisors
Washington
$643 – – –
ACA
920
American Capital Advisory
Idaho
$643 +$323 +2 +100%
APW
921
Atlantic Private Wealth
North Carolina
$642 +$646 +4 New
SWA
922
SOA Wealth Advisors
New York
$513 – – –
Bartlett & Co Wealth Management
923
Bartlett & Co Wealth Management
Ohio
$482 – – –
DF
924
DecisionPoint Financial
Arizona
$482 – – –
FC
925
Financial Consulate
Maryland
$482 – – –