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Jefferies Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
501
Activest Wealth Management
Florida
$5.2K -$9.6K -185 -59%
BGAI
502
Bruce G. Allen Investments
Colorado
$4.25K – – –
PTC
503
Private Trust Company
Ohio
$3.8K -$29.8K -575 -86%
CFO
504
CVA Family Office
Colorado
$3.47K +$3.74K +72 +600%
WPA
505
Wealth Preservation Advisors
Tennessee
$3.3K +$4.15K +80 New
MCM
506
Manchester Capital Management
Vermont
$3.26K +$467 +9 +13%
PWPS
507
Pinnacle Wealth Planning Services
Ohio
$3.22K +$3.69K +71 +1,014%
CPG
508
Cornerstone Planning Group
New Jersey
$2.87K -$1.97K -38 -40%
MAM
509
Marquette Asset Management
Minnesota
$2.81K +$3.53K +68 New
CJ
510
Caitlin John
Michigan
$2.6K +$52 +1 +2%
TD Private Client Wealth
511
TD Private Client Wealth
New York
$2.56K -$67.3K -1,297 -95%
RS
512
Rakuten Securities
Japan
$2.39K +$2.96K +57 +5,700%
W
513
WealthCollab
Washington
$2.35K – – –
WB
514
Webster Bank
Connecticut
$2.27K – – –
Mather Group
515
Mather Group
Illinois
$2.27K +$2.85K +55 New
TPWA
516
Twin Peaks Wealth Advisors
California
$2.15K +$2.7K +52 New
AAG
517
Armstrong Advisory Group
Massachusetts
$2.06K – – –
MWM
518
Mosley Wealth Management
California
$1.98K +$1.56K +30 New
HCM
519
Hollencrest Capital Management
California
$1.6K +$52 +1 +3%
DPW
520
DiNuzzo Private Wealth
Pennsylvania
$1.57K – – –
SEP
521
Signature Equity Partners
Ohio
$1.55K -$11.7K -226 -86%
Brown Brothers Harriman & Co
522
Brown Brothers Harriman & Co
New York
$1.53K – – –
S
523
Sachetta
Massachusetts
$1.49K +$52 +1 +3%
DF
524
Dunhill Financial
United Kingdom
$1.45K +$1.66K +32 +1,067%
GSEP
525
Golden State Equity Partners
California
$1.44K +$1.82K +35 New