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Jones Lang LaSalle
JLL

Name Holding Trade Value Shares
Change 		Change in
Stake
APFP
576
Action Point Financial Planning
Michigan
$13.9K +$14.6K +47 New
FMII
577
Farmers & Merchants Investments Inc
Nebraska
$12.7K -$311 -1 -2%
JWM
578
JPL Wealth Management
Colorado
$12.1K – – –
PAP
579
Persistent Asset Partners
Hong Kong
$11.8K +$11.8K +38 New
PWPS
580
Pinnacle Wealth Planning Services
Ohio
$11.5K +$4.66K +15 +68%
FFA
581
Frazier Financial Advisors
Ohio
$11.2K – – –
MI
582
Markowski Investments
Florida
$10.5K +$10.6K +34 New
MNA
583
Manning & Napier Advisors
New York
$10.3K +$622 +2 +6%
TCM
584
Triumph Capital Management
Colorado
$10.2K – – –
ZBNA
585
Zions Bancorporation, National Association
Utah
$9.92K -$2.49K -8 -20%
QT
586
Quantbot Technologies
New York
$9.61K -$786K -2,529 -99%
PWMG
587
Private Wealth Management Group
New Jersey
$9.3K – – –
BC
588
Bayforest Capital
United Kingdom
$8.37K -$75.2K -242 -90%
BC
589
Brookfield Corp
Ontario, Canada
$8.37K – – –
SGFG
590
Silver Grove Financial Group
New York
$8.37K +$8.39K +27 New
BIA
591
Bell Investment Advisors
California
$8.06K -$622 -2 -7%
WTC
592
WhitTier Trust Company
Nevada
$7.65K – – –
TCM
593
TD Capital Management
Tennessee
$7.44K – – –
IAS
594
IMA Advisory Services
Colorado
$7.44K +$2.49K +8 +50%
DWM
595
Dogwood Wealth Management
Kansas
$7.13K +$1.24K +4 +21%
ADL
596
Asset Dedication LLC
California
$7.13K +$7.15K +23 New
RWS
597
Retirement Wealth Solutions
Wisconsin
$6.82K -$932 -3 -12%
GBT
598
Grove Bank & Trust
Florida
$6.2K – – –
RFS
599
Richardson Financial Services
Massachusetts
$5.89K +$4.97K +16 +533%
HWA
600
Heritage Wealth Advisors
Virginia
$5.58K – – –
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