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Jones Lang LaSalle
JLL

Name Holding Trade Value Shares
Change 		Change in
Stake
HNW
601
High Note Wealth
Minnesota
$5.58K – – –
UFPG
602
United Financial Planning Group
New York
$5.58K – – –
RWM
603
Rialto Wealth Management
New York
$5.27K +$311 +1 +6%
LFG
604
Larson Financial Group
Missouri
$5.27K -$3.11K -10 -37%
HFS
605
Hughes Financial Services
Virginia
$5.27K +$2.8K +9 +113%
CCMI
606
Creative Capital Management Investments
California
$4.96K +$4.97K +16 New
PWA
607
Physician Wealth Advisors
Utah
$4.65K -$1.86K -6 -29%
W
608
WealthCollab
Washington
$4.34K -$6.84K -22 -61%
HWP
609
Highline Wealth Partners
California
$4.34K -$4.35K -14 -50%
CH
610
Cromwell Holdings
Wyoming
$4.34K +$1.86K +6 +75%
DPW
611
DiNuzzo Private Wealth
Pennsylvania
$3.72K – – –
PWMG
612
Prestige Wealth Management Group
New Jersey
$3.72K +$2.49K +8 +200%
BCM
613
Boreal Capital Management
Florida
$3.72K – – –
SEP
614
Signature Equity Partners
Ohio
$3.72K +$1.86K +6 +100%
CMA
615
Cedar Mountain Advisors
Oregon
$3.41K – – –
BHWM
616
Bay Harbor Wealth Management
Maryland
$3.41K +$622 +2 +22%
WB
617
Webster Bank
Connecticut
$3.41K +$3.42K +11 New
HPC
618
HM Payson & Co
Maine
$3.1K – – –
HIA
619
HFM Investment Advisors
New Jersey
$3.1K +$1.55K +5 +100%
WA
620
WPG Advisers
Maryland
$2.79K – – –
WPA
621
West Paces Advisors
Georgia
$2.79K +$2.8K +9 New
CPG
622
Cornerstone Planning Group
New Jersey
$2.59K +$622 +2 +33%
CFM
623
Cornerstone Financial Management
Massachusetts
$2.48K – – –
WETS
624
Wealth Enhancement Trust Services
South Dakota
$2.48K +$2.49K +8 New
DF
625
Dunhill Financial
United Kingdom
$2.18K -$622 -2 -22%
23 24
25
26 27