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Jefferies Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
451
MassMutual Private Wealth & Trust
Connecticut
$6K
WT
452
Washington Trust
Rhode Island
$5K
BIA
453
Bell Investment Advisors
California
$5K +$5.09K +152 New
GRP
454
Global Retirement Partners
California
$4K -$3.35K -100 -46%
ACM
455
AUA Capital Management
Pennsylvania
$4K -$1.07K -32 -24%
CWA
456
Clearview Wealth Advisors
Oregon
$4K
ZB
457
Zions Bancorporation
Utah
$4K
LC
458
Lindbrook Capital
California
$3K
TWM
459
Tradition Wealth Management
Minnesota
$3K
CAM
460
ClariVest Asset Management
California
$2K -$368 -11 -17%
LF
461
Lee Financial
Texas
$2K
BWL
462
Bogart Wealth LLC
Virginia
$2K +$33 +1 +2%
GKWIM
463
Gerber Kawasaki Wealth & Investment Management
California
$2K +$67 +2 New
FCAS
464
First Command Advisory Services
Texas
$2K +$1.64K +49 New
PWMG
465
Prestige Wealth Management Group
New Jersey
$1K
WT
466
Whittier Trust
California
$1K
TWA
467
TCI Wealth Advisors
Arizona
$1K +$736 +22 New
KIG
468
Kowal Investment Group
Wisconsin
$1K +$1.1K +33 New
DOA
469
D'Orazio & Associates
Virginia
$1K +$1.34K +40 New
WIM
470
Westside Investment Management
California
$15
PI
471
Putnam Investments
Massachusetts
-$10.2M -312,603 Closed
Massachusetts Financial Services
472
Massachusetts Financial Services
Massachusetts
-$6.71M -205,094 Closed
SAM
473
Synergy Asset Management
Washington
-$6.03M -184,341 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
474
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$4.78M -146,214 Closed
Jacobs Levy Equity Management
475
Jacobs Levy Equity Management
New Jersey
-$3.52M -107,566 Closed