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Jones Lang LaSalle

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
301
Carson Wealth (CWM LLC)
Nebraska
$39K – – –
GTAM
302
Global Trust Asset Management
Florida
$31K – – –
JFGIW
303
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$31K +$26.7K +208 New
RPWA
304
Regent Peak Wealth Advisors
Georgia
$30K +$25.7K +200 New
RTC
305
Riverview Trust Company
Washington
$29K – – –
IA
306
IFP Advisors
Florida
$28K -$7.45K -58 -24%
Lazard Asset Management
307
Lazard Asset Management
New York
$28K – – –
AF
308
Advisornet Financial
Minnesota
$26K – – –
HNB
309
Huntington National Bank
Ohio
$25K – – –
ASN
310
Advisory Services Network
Georgia
$22K +$5.01K +39 +35%
FPS
311
Fieldpoint Private Securities
Connecticut
$22K +$18.6K +145 New
FMT
312
First Mercantile Trust
Tennessee
$22K +$19.3K +150 New
Rockefeller Capital Management
313
Rockefeller Capital Management
New York
$20K -$6.29K -49 -26%
S
314
SignatureFD
Georgia
$19K -$1.67K -13 -9%
M
315
MOTCO
Texas
$19K – – –
RFA
316
Reilly Financial Advisors
California
$19K – – –
CFA
317
Carroll Financial Associates
North Carolina
$18K – – –
JCM
318
Jacobi Capital Management
Pennsylvania
$17K -$12.8K -100 -46%
PFBT
319
Parkside Financial Bank & Trust
Missouri
$17K -$385 -3 -3%
PFGIA
320
Patriot Financial Group Insurance Agency
Massachusetts
$16K – – –
WT
321
Whittier Trust
California
$15K – – –
SPIA
322
Steward Partners Investment Advisory
New York
$14K +$1.8K +14 +17%
APA
323
American Portfolios Advisors
New York
$13.2K -$1.03K -8 -8%
OIA
324
Optimum Investment Advisors
Illinois
$13K – – –
ST
325
Smithfield Trust
Pennsylvania
$10K – – –