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Jones Lang LaSalle

Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
601
Pinnacle Wealth Planning Services
Ohio
$6.7K +$1.61K +5 +29%
RCM
602
Richardson Capital Management
Wisconsin
$6.7K +$6.14K +19 +633%
PWA
603
Physician Wealth Advisors
Utah
$6.39K +$2.26K +7 +50%
GBT
604
Grove Bank & Trust
Florida
$6.09K – – –
DWM
605
Dogwood Wealth Management
Kansas
$5.78K +$969 +3 +19%
HI
606
Harbour Investments
Wisconsin
$5.48K – – –
HNW
607
High Note Wealth
Minnesota
$5.48K – – –
MWA
608
Medallion Wealth Advisors
Connecticut
$5.48K – – –
HWA
609
Heritage Wealth Advisors
Virginia
$5.48K +$5.81K +18 New
KAS
610
Kemnay Advisory Services
New York
$5.48K +$5.81K +18 New
TLFA
611
True Link Financial Advisors
California
$5.48K +$5.81K +18 New
UFPG
612
United Financial Planning Group
New York
$5.48K +$5.81K +18 New
RWM
613
Rialto Wealth Management
New York
$4.87K +$1.94K +6 +60%
IAS
614
IMA Advisory Services
Colorado
$4.87K -$323 -1 -6%
First Eagle Investment Management
615
First Eagle Investment Management
New York
$4.26K +$646 +2 +17%
WPA
616
Wealth Preservation Advisors
Tennessee
$4.26K +$4.52K +14 New
BCM
617
Boreal Capital Management
Florida
$3.65K – – –
DPW
618
DiNuzzo Private Wealth
Pennsylvania
$3.65K – – –
CMA
619
Cedar Mountain Advisors
Oregon
$3.35K +$3.55K +11 New
SC
620
SouthState Corp
Florida
$3.04K -$4.52K -14 -58%
HPC
621
HM Payson & Co
Maine
$3.04K – – –
SWM
622
Spire Wealth Management
Virginia
$3.04K -$5.49K -17 -63%
DF
623
Dunhill Financial
United Kingdom
$2.86K +$2.26K +7 +350%
WA
624
WPG Advisers
Maryland
$2.74K – – –
BHWM
625
Bay Harbor Wealth Management
Maryland
$2.74K +$646 +2 +29%