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Jefferies Financial Group
JEF

Name Holding Trade Value Shares
Change 		Change in
Stake
BGAI
501
Bruce G. Allen Investments
Colorado
$4.25K – – –
PTC
502
Private Trust Company
Ohio
$3.8K -$29.8K -575 -86%
CFO
503
CVA Family Office
Colorado
$3.47K +$3.74K +72 +600%
WPA
504
Wealth Preservation Advisors
Tennessee
$3.3K +$4.15K +80 New
MCM
505
Manchester Capital Management
Vermont
$3.26K +$467 +9 +13%
PWPS
506
Pinnacle Wealth Planning Services
Ohio
$3.22K +$3.69K +71 +1,014%
CPG
507
Cornerstone Planning Group
New Jersey
$2.87K -$1.97K -38 -40%
MAM
508
Marquette Asset Management
Minnesota
$2.81K +$3.53K +68 New
CJ
509
Caitlin John
Michigan
$2.6K +$52 +1 +2%
TPCW
510
TD Private Client Wealth
New York
$2.56K -$67.3K -1,297 -95%
RS
511
Rakuten Securities
Japan
$2.39K +$2.96K +57 +5,700%
W
512
WealthCollab
Washington
$2.35K – – –
WB
513
Webster Bank
Connecticut
$2.27K – – –
MG
514
Mather Group
Illinois
$2.27K +$2.85K +55 New
TPWA
515
Twin Peaks Wealth Advisors
California
$2.15K +$2.7K +52 New
AAG
516
Armstrong Advisory Group
Massachusetts
$2.06K – – –
MWM
517
Mosley Wealth Management
California
$1.98K +$1.56K +30 New
HCM
518
Hollencrest Capital Management
California
$1.6K +$52 +1 +3%
DPW
519
DiNuzzo Private Wealth
Pennsylvania
$1.57K – – –
SEP
520
Signature Equity Partners
Ohio
$1.55K -$11.7K -226 -86%
BBHC
521
Brown Brothers Harriman & Co
New York
$1.53K – – –
S
522
Sachetta
Massachusetts
$1.49K +$52 +1 +3%
DF
523
Dunhill Financial
United Kingdom
$1.45K +$1.66K +32 +1,067%
GSEP
524
Golden State Equity Partners
California
$1.44K +$1.82K +35 New
WA
525
Whipplewood Advisors
Colorado
$1.36K +$1.71K +33 New
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