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Jones Lang LaSalle
JLL

Name Holding Trade Value Shares
Change 		Change in
Stake
S
576
Sachetta
Massachusetts
$12.2K +$4.84K +15 +60%
ZBNA
577
Zions Bancorporation, National Association
Utah
$12.2K +$9.69K +30 +300%
GKIM
578
GW&K Investment Management
Massachusetts
$12K – – –
SL
579
Salomon & Ludwin
Virginia
$11.9K +$12.3K +38 +3,800%
JWM
580
JPL Wealth Management
Colorado
$11.9K +$12.6K +39 New
FFO
581
Fortitude Family Office
Arizona
$11.9K – – –
CT
582
Clearstead Trust
Maine
$11.6K -$1.29K -4 -10%
FFA
583
Frazier Financial Advisors
Ohio
$11K – – –
W
584
WealthCollab
Washington
$11K +$3.23K +10 +38%
BFS
585
Bare Financial Services
Pennsylvania
$10.3K +$1.29K +4 +13%
CA
586
Clearstead Advisors
Ohio
$10K -$280K -868 -96%
TWD
587
True Wealth Design
Ohio
$10K -$32.3K -100 -75%
TCM
588
Triumph Capital Management
Colorado
$10K – – –
MNA
589
Manning & Napier Advisors
New York
$9.21K +$4.52K +14 +82%
PWMG
590
Private Wealth Management Group
New Jersey
$9.13K – – –
BIA
591
Bell Investment Advisors
California
$8.52K -$4.52K -14 -33%
HWP
592
Highline Wealth Partners
California
$8.52K +$9.04K +28 New
MAM
593
Marquette Asset Management
Minnesota
$8.22K -$646 -2 -7%
LFG
594
Larson Financial Group
Missouri
$8.22K +$8.4K +26 +2,600%
BC
595
Brookfield Corp
Ontario, Canada
$8.22K +$8.72K +27 New
RWS
596
Retirement Wealth Solutions
Wisconsin
$7.61K -$646 -2 -7%
TCM
597
TD Capital Management
Tennessee
$7.3K – – –
WTC
598
WhitTier Trust Company
Nevada
$7.06K +$3.23K +10 +77%
PWPS
599
Pinnacle Wealth Planning Services
Ohio
$6.7K +$1.61K +5 +29%
RCM
600
Richardson Capital Management
Wisconsin
$6.7K +$6.14K +19 +633%
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