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Jones Lang LaSalle
JLL

Name Holding Trade Value Shares
Change 		Change in
Stake
NA
401
NewEdge Advisors
Louisiana
$3.51K -$23.3K -128 -88%
RA
402
Rise Advisors
New York
$3.04K +$28K +154 New
CHA
403
Carmichael Hill & Associates
Maryland
$2.73K -$546 -3 -18%
PWMG
404
Private Wealth Management Group
New Jersey
$2.73K – – –
UB
405
UMB Bank
Missouri
$2.54K +$2.37K +13 New
SIC
406
SJS Investment Consulting
Ohio
$2.34K +$909 +5 +71%
HIA
407
Harbor Investment Advisory
Maryland
$2.15K – – –
GRP
408
Global Retirement Partners
California
$2.15K +$1.09K +6 +120%
SWM
409
Spire Wealth Management
Virginia
$1.95K -$1.09K -6 -38%
DPW
410
DiNuzzo Private Wealth
Pennsylvania
$1.95K +$364 +2 +25%
WPA
411
West Paces Advisors
Georgia
$1.76K +$1.64K +9 New
CA
412
Continuum Advisory
Idaho
$1.75K +$1.64K +9 New
WIA
413
Wetzel Investment Advisors
Indiana
$1.57K – – –
AF
414
Advisornet Financial
Minnesota
$1.37K -$1.09K -6 -46%
AAP
415
Arax Advisory Partners
Colorado
$1.37K – – –
TIM
416
Tortoise Investment Management
New York
$1.37K +$1.27K +7 New
PP
417
PrairieView Partners
Minnesota
$1K – – –
FMP
418
Financial Management Professionals
Texas
$1K +$546 +3 New
RFG
419
RFP Financial Group
Georgia
$780 – – –
TFM
420
TFC Financial Management
Massachusetts
$586 – – –
TAM
421
Tucker Asset Management
Colorado
$585 – – –
VCM
422
Versant Capital Management
Arizona
$585 – – –
CSWM
423
Cassady Schiller Wealth Management
Ohio
$585 +$546 +3 New
RS
424
Rakuten Securities
Japan
$390 +$364 +2 New
MCM
425
Manchester Capital Management
Vermont
$196 -$364 -2 -67%
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