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Jackson Financial
JXN

Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
426
Root Financial Partners
California
$42.4K +$14.2K +127 +46%
NS
427
NBC Securities
Alabama
$42.3K -$5.59K -50 -11%
ERSOT
428
Employees Retirement System of Texas
Texas
$40K – – –
SEP
429
Signature Equity Partners
Ohio
$38.1K +$40.3K +360 New
MWA
430
Medallion Wealth Advisors
Connecticut
$37.5K – – –
PB
431
Pinnacle Bancorp
Nebraska
$35.7K – – –
EPIMS
432
Evelyn Partners Investment Management Services
$35.6K – – –
HCA
433
Harbor Capital Advisors
Illinois
$35K -$99K -885 -73%
RIL
434
Rothschild Investment LLC
Illinois
$32.6K -$1.57K -14 -4%
BC
435
Bayforest Capital
United Kingdom
$26.3K +$27.9K +249 New
TPWA
436
Twin Peaks Wealth Advisors
California
$26.3K +$27.9K +249 New
S
437
SignatureFD
Georgia
$25K +$2.13K +19 +9%
WAG
438
Wilkerson Advisory Group
Missouri
$24.2K – – –
BIA
439
Bell Investment Advisors
California
$24.2K +$447 +4 +2%
SS
440
SBI Securities
Japan
$23.6K +$1.01K +9 +4%
EI
441
EFG International
$21.2K -$38.8K -347 -63%
JWM
442
JPL Wealth Management
Colorado
$20.6K +$21.8K +195 New
MTC
443
Matrix Trust Company
Colorado
$20K +$224 +2 +1%
LWMI
444
Legacy Wealth Management (Idaho)
Idaho
$19K – – –
BWA
445
Basecamp Wealth Advisors
Washington
$18.9K +$4.47K +40 +29%
W
446
WealthCollab
Washington
$18.4K – – –
MCM
447
MAI Capital Management
Ohio
$18.2K +$12.2K +109 +173%
SGFG
448
Silver Grove Financial Group
New York
$17.9K +$18.9K +169 New
TWD
449
True Wealth Design
Ohio
$15K +$4.47K +40 +39%
SIS
450
Sound Income Strategies
Florida
$14.1K -$39K -349 -72%
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