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Jones Lang LaSalle
JLL

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
451
Legato Capital Management
California
$300K – – –
FFA
452
Farther Finance Advisors
California
$297K -$58.7K -189 -16%
FCM
453
Frontier Capital Management
Massachusetts
$296K +$6.53K +21 +2%
MWA
454
Medallion Wealth Advisors
Connecticut
$292K +$1.19M +3,817 +21,206%
VT
455
Vise Technologies
New York
$290K +$27.7K +89 +10%
PWG
456
Portside Wealth Group
Utah
$290K +$14K +45 +5%
HCA
457
Harbour Capital Advisors
Virginia
$284K -$15.5K -50 -5%
MFG
458
Merit Financial Group
Georgia
$282K -$392K -1,261 -58%
QI
459
Qtron Investments
Massachusetts
$281K +$282K +908 New
BJL
460
Brighton Jones LLC
Washington
$281K -$458K -1,474 -62%
CWM
461
Cordatus Wealth Management
Pennsylvania
$280K -$2.17K -7 -0.8%
CP
462
Camelot Portfolios
Ohio
$279K -$62.2K -200 -18%
NG
463
Norden Group
Utah
$276K +$932 +3 +0.3%
AWM
464
Aprio Wealth Management
Georgia
$275K +$7.77K +25 +3%
CFG
465
Citizens Financial Group
Rhode Island
$275K -$85.1K -274 -24%
CCA
466
Cadent Capital Advisors
Oklahoma
$273K – – –
SRC
467
Sage Rhino Capital
California
$271K +$3.73K +12 +1%
PA
468
Profund Advisors
Maryland
$268K +$2.49K +8 +0.9%
DS
469
DRW Securities
Illinois
$267K -$493K -1,588 -65%
PI
470
PFG Investments
New York
$264K -$62.2K -200 -19%
LS
471
Leelyn Smith
Illinois
$263K – – –
NWWA
472
New Wave Wealth Advisors
Arkansas
$261K +$262K +843 New
GIP
473
Granite Investment Partners
California
$260K -$202K -649 -44%
ACM
474
Alta Capital Management
Utah
$260K +$261K +839 New
GWP
475
Gateway Wealth Partners
Wisconsin
$259K +$260K +837 New
17 18
19
20 21