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Jackson Financial
JXN

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
426
EFG International
$20.5K – – –
SIC
427
SJS Investment Consulting
Ohio
$20.5K +$18.7K +173 +641%
SS
428
SBI Securities
Japan
$20.2K -$2.82K -26 -12%
JWM
429
JPL Wealth Management
Colorado
$20K – – –
C
430
Covestor
United Kingdom
$18K -$79.4K -733 -81%
W
431
WealthCollab
Washington
$17.8K – – –
GIA
432
GHP Investment Advisors
Colorado
$15.7K +$16.3K +150 +5,000%
TWD
433
True Wealth Design
Ohio
$14.5K – – –
FFO
434
Fortitude Family Office
Arizona
$13.4K +$325 +3 +2%
ZBNA
435
Zions Bancorporation, National Association
Utah
$13.3K +$2.17K +20 +18%
APFP
436
Action Point Financial Planning
Michigan
$13.2K +$14.1K +130 New
BWA
437
Basecamp Wealth Advisors
Washington
$12.8K -$5.85K -54 -30%
PWMG
438
Private Wealth Management Group
New Jersey
$12.5K – – –
WSCM
439
Wellington Shields Capital Management
New York
$12.1K – – –
MPWT
440
MassMutual Private Wealth & Trust
Connecticut
$10.8K – – –
GEA
441
Glen Eagle Advisors
New Jersey
$10.5K – – –
KFAS
442
Keating Financial Advisory Services
Kansas
$10.5K +$217 +2 +2%
BBHC
443
Brown Brothers Harriman & Co
New York
$10.4K – – –
DRP
444
Decker Retirement Planning
Utah
$10.4K +$11.1K +102 New
DB
445
Danske Bank
Denmark
$10.2K – – –
KG
446
Kilter Group
New York
$9.83K +$542 +5 +5%
JWA
447
JFS Wealth Advisors
Pennsylvania
$9.73K +$975 +9 +10%
CFO
448
CVA Family Office
Colorado
$9.63K +$1.73K +16 +21%
LFG
449
Larson Financial Group
Missouri
$9.27K +$542 +5 +6%
CLOS
450
Compagnie Lombard Odier SCmA
Switzerland
$8.4K – – –
16 17
18
19 20