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Jefferies Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
CA
351
Crewe Advisors
Utah
$248K
BTW
352
Boston Trust Walden
Massachusetts
$246K
FFM
353
Forum Financial Management
Illinois
$242K
ATC
354
Argent Trust Co
Tennessee
$239K -$33.9K -999 -12%
TCBWMS
355
Texas Capital Bank Wealth Management Services
Texas
$235K +$254K +7,479 New
SWM
356
Spire Wealth Management
Virginia
$231K -$16.2K -476 -6%
OTPPB
357
Ontario Teachers' Pension Plan Board
Ontario, Canada
$225K +$243K +7,162 New
Canada Pension Plan Investment Board
358
Canada Pension Plan Investment Board
Ontario, Canada
$223K -$990K -29,161 -80%
CIC
359
Carnegie Investment Counsel
Ohio
$220K
KAS
360
Kestra Advisory Services
Texas
$219K -$428K -12,595 -64%
ADL
361
Asset Dedication LLC
California
$219K +$237K +6,969 New
RWA
362
Redmont Wealth Advisors
Illinois
$218K +$236K +6,949 New
IAA
363
Independent Advisor Alliance
North Carolina
$217K +$102 +3 +0%
BL
364
Balentine LLC
Georgia
$216K +$233K +6,873 New
MMG
365
Monetary Management Group
Missouri
$214K -$103K -3,033 -31%
TCM
366
Teza Capital Management
Illinois
$211K -$698K -20,561 -75%
CCM
367
Coldstream Capital Management
Washington
$207K -$14.3K -422 -6%
MIM
368
MTM Investment Management
South Carolina
$206K +$31.4K +926 +16%
CCB
369
Country Club Bank
Missouri
$205K +$220K +6,485 New
PRC
370
Pearl River Capital
Michigan
$205K +$222K +6,539 New
CCA
371
Checchi Capital Advisers
California
$203K +$16.9K +497 +8%
CFG
372
Cooper Financial Group
California
$202K +$1.83K +54 +0.8%
CW
373
CreativeOne Wealth
Kansas
$202K +$15.9K +469 +8%
AL
374
Aspiriant LLC
California
$201K -$2.17K -64 -1%
CFB
375
Cullen/Frost Bankers
Texas
$201K