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Jefferies Financial Group
JEF

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
551
Planning Strategies
Pennsylvania
$1.75K +$1.8K +35 New
DF
552
Dunhill Financial
United Kingdom
$1.6K -$155 -3 -9%
MWM
553
Mosley Wealth Management
California
$1.59K +$103 +2 +7%
SC
554
SouthState Corp
Florida
$1.5K +$155 +3 +11%
HIA
555
HFM Investment Advisors
New Jersey
$1.35K +$1.13K +22 +440%
PWMG
556
Prestige Wealth Management Group
New Jersey
$1.15K +$258 +5 +28%
SWM
557
SHP Wealth Management
Massachusetts
$1.1K – – –
PWPS
558
Pinnacle Wealth Planning Services
Ohio
$1K -$2.99K -58 -74%
CTA
559
Colonial Trust Advisors
South Carolina
$1K – – –
MCA
560
McGuire Capital Advisors
Oklahoma
$1K – – –
NEWAS
561
N.E.W. Advisory Services
Wisconsin
$1K – – –
TM
562
Torren Management
California
$949 – – –
DF
563
DecisionPoint Financial
Arizona
$924 +$309 +6 +50%
BIA
564
Bell Investment Advisors
California
$900 – – –
BFS
565
Bare Financial Services
Pennsylvania
$750 – – –
RIAS
566
Rachor Investment Advisory Services
Michigan
$676 +$52 +1 +8%
FC
567
Financial Consulate
Maryland
$650 – – –
PWA
568
Principia Wealth Advisory
Texas
$650 – – –
TFA
569
Transamerica Financial Advisors
Florida
$649 +$206 +4 +44%
FMP
570
Financial Management Professionals
Texas
$600 – – –
ZBNA
571
Zions Bancorporation, National Association
Utah
$550 – – –
KG
572
Kilter Group
New York
$500 – – –
BWL
573
Bogart Wealth LLC
Virginia
$500 +$516 +10 New
HI
574
Horizon Investments
North Carolina
$450 -$464 -9 -50%
AF
575
Advisornet Financial
Minnesota
$400 +$258 +5 +167%
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