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Jackson Financial

Name Holding Trade Value Shares
Change
Change in
Stake
FFO
401
Fortitude Family Office
Arizona
$10.4K – – –
SW
402
SVB Wealth
Massachusetts
$10.3K +$10.9K +123 New
PWMG
403
Private Wealth Management Group
New Jersey
$10.2K – – –
LWMI
404
Legacy Wealth Management (Idaho)
Idaho
$9.47K – – –
LC
405
Lindbrook Capital
California
$9.38K – – –
MPWT
406
MassMutual Private Wealth & Trust
Connecticut
$8.8K +$2.4K +27 +35%
GEA
407
Glen Eagle Advisors
New Jersey
$8.63K – – –
BBHC
408
Brown Brothers Harriman & Co
New York
$8.13K – – –
EPIME
409
Evelyn Partners Investment Management (Europe)
$7.88K – – –
HNB
410
Huntington National Bank
Ohio
$7.54K +$4.44K +50 +125%
HWM
411
Hemington Wealth Management
Virginia
$7K +$799 +9 +10%
CLOS
412
Compagnie Lombard Odier SCmA
Switzerland
$6.87K – – –
RIL
413
Rothschild Investment LLC
Illinois
$6.28K -$444 -5 -6%
MCM
414
MAI Capital Management
Ohio
$6.2K -$1.69K -19 -20%
WSFS
415
Wilmington Savings Fund Society
Delaware
$5.61K – – –
JWA
416
JFS Wealth Advisors
Pennsylvania
$5.2K -$355 -4 -6%
HNW
417
High Note Wealth
Minnesota
$4.94K +$799 +9 +18%
Simplex Trading
418
Simplex Trading
Illinois
$4K -$575K -6,473 -99%
RTL
419
Red Tortoise LLC
Georgia
$3.94K – – –
MG
420
Mather Group
Illinois
$3.77K – – –
VWWMG
421
Vermillion & White Wealth Management Group
Pennsylvania
$3.6K +$3.82K +43 New
FHA
422
First Horizon Advisors
Tennessee
$3.52K -$3.2K -36 -46%
UBP
423
Union Bancaire Privee
Switzerland
$3.41K -$2.22K -25 -38%
WIM
424
Westside Investment Management
California
$3.35K – – –
HT
425
Headlands Technologies
Illinois
$3.18K -$246K -2,769 -99%