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Jones Lang LaSalle
JLL

Name Holding Trade Value Shares
Change 		Change in
Stake
RWS
601
Retirement Wealth Solutions
Wisconsin
$6.82K -$932 -3 -12%
GBT
602
Grove Bank & Trust
Florida
$6.2K – – –
RFS
603
Richardson Financial Services
Massachusetts
$5.89K +$4.97K +16 +533%
HWA
604
Heritage Wealth Advisors
Virginia
$5.58K – – –
HNW
605
High Note Wealth
Minnesota
$5.58K – – –
UFPG
606
United Financial Planning Group
New York
$5.58K – – –
RWM
607
Rialto Wealth Management
New York
$5.27K +$311 +1 +6%
LFG
608
Larson Financial Group
Missouri
$5.27K -$3.11K -10 -37%
HFS
609
Hughes Financial Services
Virginia
$5.27K +$2.8K +9 +113%
CCMI
610
Creative Capital Management Investments
California
$4.96K +$4.97K +16 New
PWA
611
Physician Wealth Advisors
Utah
$4.65K -$1.86K -6 -29%
W
612
WealthCollab
Washington
$4.34K -$6.84K -22 -61%
HWP
613
Highline Wealth Partners
California
$4.34K -$4.35K -14 -50%
CH
614
Cromwell Holdings
Wyoming
$4.34K +$1.86K +6 +75%
PFG
615
Premier Financial Group
California
$4.34K +$4.35K +14 New
DPW
616
DiNuzzo Private Wealth
Pennsylvania
$3.72K – – –
PWMG
617
Prestige Wealth Management Group
New Jersey
$3.72K +$2.49K +8 +200%
BCM
618
Boreal Capital Management
Florida
$3.72K – – –
SEP
619
Signature Equity Partners
Ohio
$3.72K +$1.86K +6 +100%
CMA
620
Cedar Mountain Advisors
Oregon
$3.41K – – –
BHWM
621
Bay Harbor Wealth Management
Maryland
$3.41K +$622 +2 +22%
WB
622
Webster Bank
Connecticut
$3.41K +$3.42K +11 New
HPC
623
HM Payson & Co
Maine
$3.1K – – –
HIA
624
HFM Investment Advisors
New Jersey
$3.1K +$1.55K +5 +100%
WA
625
WPG Advisers
Maryland
$2.79K – – –
23 24
25
26 27