We are live on ! Find out more
JEF icon

Jefferies Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
OIAM
301
OFI Invest Asset Management
France
$597K -$161K -3,120 -19%
Fisher Asset Management
302
Fisher Asset Management
Washington
$589K -$155K -3,014 -20%
ACM
303
Aster Capital Management
United Arab Emirates
$586K +$604K +11,716 New
AF
304
Allworth Financial
California
$582K +$275K +5,341 +85%
SPS
305
Susquehanna Portfolio Strategies
Pennsylvania
$580K -$2.7M -52,396 -82%
EP
306
Evelyn Partners
$577K +$595K +11,543 New
CGH
307
Crossmark Global Holdings
Texas
$568K +$13.5K +261 +2%
DIM
308
Delta Investment Management
California
$563K +$262K +5,080 +82%
COI
309
Connable Office Inc
Michigan
$560K – – –
UCFA
310
United Capital Financial Advisors
Texas
$557K +$10.5K +203 +2%
Vontobel Holding
311
Vontobel Holding
Switzerland
$539K -$301K -5,848 -35%
BAAM
312
Baker Avenue Asset Management
California
$531K +$153K +2,971 +39%
SA
313
Sylvest Advisors
Texas
$529K +$11.9K +230 +2%
PWA
314
Pitcairn Wealth Advisors
Pennsylvania
$525K – – –
CFG
315
Citizens Financial Group
Rhode Island
$518K +$535K +10,369 New
DT
316
Diversified Trust
Tennessee
$515K -$726K -14,086 -58%
DWP
317
Daymark Wealth Partners
Ohio
$503K +$309 +6 +0.1%
MHI
318
Miller Howard Investments
New York
$500K -$94.8K -1,838 -16%
LCG
319
Lynx Capital Group
Ohio
$500K – – –
PCM
320
Parsons Capital Management
Rhode Island
$500K – – –
TCA
321
Transcend Capital Advisors
New Jersey
$495K +$235K +4,554 +85%
KL
322
KWMG LLC
Kansas
$495K -$14K -272 -3%
SLAM
323
Swiss Life Asset Management
$494K -$8.87K -172 -2%
PA
324
Parallel Advisors
California
$482K -$355K -6,883 -42%
BFA
325
Brown Financial Advisors
Ohio
$481K -$5.26K -102 -1%