Institutional Owners for RJF
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| FORUM FINANCIAL MANAGEMENT LP | COM | 601 | $638,762 | 4,974 | 0.00 | 0.00 | -86 | -1.70 | 03-31-2024 |
| WEST MICHIGAN ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -3,846 | -43.74 | 03-31-2024 |
| VIDENT ADVISORY LLC | COM | 603 | $621,709 | 4,840 | 0.00 | 0.00 | 2,347 | 94.14 | 03-31-2024 |
| B RILEY WEALTH ADVISORS INC | COM | 604 | $473,740 | 4,697 | 0.00 | 0.00 | 1,399 | 42.42 | 03-31-2024 |
