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Jefferies Financial Group
JEF

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
526
Whipplewood Advisors
Colorado
$1.36K +$1.71K +33 New
SC
527
SouthState Corp
Florida
$1.11K -$260 -5 -16%
SWM
528
SHP Wealth Management
Massachusetts
$908 -$1.4K -27 -55%
CTA
529
Colonial Trust Advisors
South Carolina
$825 – – –
MCA
530
McGuire Capital Advisors
Oklahoma
$825 – – –
NEWAS
531
N.E.W. Advisory Services
Wisconsin
$825 – – –
TM
532
Torren Management
California
$778 -$11K -212 -92%
BIA
533
Bell Investment Advisors
California
$743 -$623 -12 -40%
PWMG
534
Prestige Wealth Management Group
New Jersey
$743 +$156 +3 +20%
HI
535
Horizon Investments
North Carolina
$743 +$934 +18 New
BFS
536
Bare Financial Services
Pennsylvania
$619 -$3.06K -59 -80%
CH
537
Cromwell Holdings
Wyoming
$619 -$675 -13 -46%
HHCP
538
Hilton Head Capital Partners
South Carolina
$619 – – –
VWM
539
Vermillion Wealth Management
Minnesota
$578 +$727 +14 New
RIAS
540
Rachor Investment Advisory Services
Michigan
$554 – – –
PWA
541
Principia Wealth Advisory
Texas
$537 +$156 +3 +30%
FC
542
Financial Consulate
Maryland
$537 +$675 +13 New
BHWM
543
Bay Harbor Wealth Management
Maryland
$536 – – –
DF
544
DecisionPoint Financial
Arizona
$496 – – –
FMP
545
Financial Management Professionals
Texas
$495 – – –
ZBNA
546
Zions Bancorporation, National Association
Utah
$454 +$52 +1 +10%
RWM
547
Rialto Wealth Management
New York
$413 -$882 -17 -63%
KG
548
Kilter Group
New York
$413 – – –
TFA
549
Transamerica Financial Advisors
Florida
$371 -$2.28K -44 -83%
WETS
550
Wealth Enhancement Trust Services
South Dakota
$248 – – –
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