Institutional Owners for RJF
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| FARMERS & MERCHANTS INVESTMENTS INC | COM | 1051 | $12,556 | 121 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| CORNERSTONE PLANNING GROUP LLC | Common Stock | 1052 | $14,682 | 118 | 0.00 | 0.00 | 8 | 7.27 | 03-31-2024 |
| CORNERSTONE PLANNING GROUP LLC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 112 | +Inf | 12-31-2023 | |
| MV CAPITAL MANAGEMENT INC | COM | 1054 | $14,384 | 112 | 0.00 | 0.00 | 2 | 1.82 | 03-31-2024 |
