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Jones Lang LaSalle

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
326
AssetMark Inc
California
$10K +$642 +5 +8%
BC
327
Bartlett & Co
Ohio
$9K
EFSCE
328
Enterprise Financial Services Corp (EFSC)
Missouri
$9K
FTDI
329
First Trust Direct Indexing
Massachusetts
$9K +$7.83K +61 New
VCG
330
Vantage Consulting Group
Virginia
$9K +$7.83K +61 New
BCWM
331
Bartlett & Co Wealth Management
Ohio
$8.9K
FFG
332
Fortem Financial Group
California
$8K +$6.68K +52 New
ZB
333
Zions Bancorporation
Utah
$7K -$1.8K -14 -23%
GAM
334
Gemmer Asset Management
California
$6K
MAM
335
Meeder Asset Management
Ohio
$6K +$3.34K +26 +163%
LC
336
Lindbrook Capital
California
$5K -$642 -5 -14%
PFO
337
Pathstone Family Office
New Jersey
$5K
CCA
338
Childress Capital Advisors
Texas
$5K +$4.37K +34 New
KFAA
339
Klaas Financial Asset Advisors
Illinois
$5K +$4.49K +35 New
FHA
340
First Horizon Advisors
Tennessee
$4K -$1.16K -9 -23%
EARNEST Partners
341
EARNEST Partners
Georgia
$4K
FRA
342
Front Row Advisors
California
$4K
BCA
343
Berman Capital Advisors
Georgia
$4K +$257 +2 +7%
CHA
344
Carmichael Hill & Associates
Maryland
$3K
CFN
345
Cordasco Financial Network
Florida
$3K
LWA
346
Lenox Wealth Advisors
New York
$3K
LWM
347
Liberty Wealth Management
California
$3K
MAM
348
McCarthy Asset Management
California
$3K +$2.57K +20 New
BWM
349
BerganKDV Wealth Management
Minnesota
$2K -$514 -4 -20%
TPWA
350
TRUE Private Wealth Advisors
Oregon
$2K