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Jefferies Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
401
Rockefeller Capital Management
New York
$11K -$13.1K -431 -56%
Carson Wealth (CWM LLC)
402
Carson Wealth (CWM LLC)
Nebraska
$11K – – –
TCOV
403
Trust Company of Vermont
Vermont
$11K – – –
KPCM
404
Kings Point Capital Management
New York
$11K +$10K +328 New
CFD
405
Creative Financial Designs
Indiana
$10K – – –
FHC
406
First Horizon Corporation
Tennessee
$10K – – –
PFGIA
407
Patriot Financial Group Insurance Agency
Massachusetts
$9K – – –
PFBT
408
Parkside Financial Bank & Trust
Missouri
$8K – – –
GRP
409
Global Retirement Partners
California
$7K -$16.3K -535 -71%
BWA
410
BDO Wealth Advisors
Florida
$7K – – –
TFGT
411
TS Financial Group (TSFG)
Illinois
$7K – – –
EARNEST Partners
412
EARNEST Partners
Georgia
$5K – – –
MPWT
413
MassMutual Private Wealth & Trust
Connecticut
$5K – – –
ZB
414
Zions Bancorporation
Utah
$4K -$61.5K -2,017 -95%
ACM
415
AUA Capital Management
Pennsylvania
$4K +$580 +19 +17%
FHA
416
First Horizon Advisors
Tennessee
$4K +$1.89K +62 +85%
WT
417
Washington Trust
Rhode Island
$4K +$4.15K +136 New
CWA
418
Clearview Wealth Advisors
Oregon
$3K – – –
LC
419
Lindbrook Capital
California
$3K – – –
TWM
420
Tradition Wealth Management
Minnesota
$3K +$2.71K +89 New
CP
421
Castleview Partners
Texas
$3K +$3.2K +105 New
WAM
422
Wolverine Asset Management
Illinois
$2K -$163K -5,335 -99%
BWL
423
Bogart Wealth LLC
Virginia
$2K – – –
CAM
424
ClariVest Asset Management
California
$2K – – –
EFSCE
425
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –