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Jackson Financial

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
326
Sequoia Financial Advisors
Ohio
$239K +$7.03K +72 +3%
IA
327
IFP Advisors
Florida
$235K +$17.6K +180 +7%
EPIM
328
Evelyn Partners Investment Management
$229K +$257K +2,634 New
CIA
329
Concurrent Investment Advisors
Florida
$224K -$4.2K -43 -2%
GT
330
Glenmede Trust
Pennsylvania
$220K -$81.4K -834 -25%
BAM
331
Belpointe Asset Management
Nevada
$217K +$195 +2 +0.1%
BCM
332
Brookstone Capital Management
Illinois
$214K +$240K +2,461 New
CL
333
Choreo LLC
Illinois
$213K +$240K +2,459 New
SI
334
Seeds Investor
New York
$206K +$9.96K +102 +4%
GS
335
GTS Securities
Florida
$206K +$231K +2,368 New
GIA
336
Gladstone Institutional Advisory
Florida
$206K
OAM
337
Oppenheimer Asset Management
New York
$206K -$84.4K -864 -27%
CC
338
Corton Capital
Ontario, Canada
$205K +$229K +2,350 New
FMWA
339
Forvis Mazars Wealth Advisors
Missouri
$203K +$227K +2,328 New
Nomura Asset Management
340
Nomura Asset Management
Japan
$185K
SG Americas Securities
341
SG Americas Securities
New York
$174K -$868K -8,886 -82%
C
342
Covestor
United Kingdom
$173K +$42.6K +436 +28%
Carson Wealth (CWM LLC)
343
Carson Wealth (CWM LLC)
Nebraska
$159K +$16.6K +170 +10%
GRP
344
Global Retirement Partners
California
$157K -$9.08K -93 -5%
GI
345
GAMMA Investing
California
$155K +$11.5K +118 +7%
Fifth Third Bancorp
346
Fifth Third Bancorp
Ohio
$145K +$1.07K +11 +0.7%
CIBC Private Wealth Group
347
CIBC Private Wealth Group
Georgia
$132K +$131K +1,338 +904%
FFA
348
Farther Finance Advisors
California
$130K -$9.38K -96 -6%
RS
349
R Squared
Hong Kong
$126K +$141K +1,447 New
CI Investments Inc
350
CI Investments Inc
Ontario, Canada
$118K -$37.8K -387 -22%