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Jackson Financial

Name Holding Trade Value Shares
Change
Change in
Stake
ZBNA
451
Zions Bancorporation, National Association
Utah
$11.7K +$10.9K +110 New
GEA
452
Glen Eagle Advisors
New Jersey
$11K – – –
TWD
453
True Wealth Design
Ohio
$10.9K +$5.67K +57 +127%
BBHC
454
Brown Brothers Harriman & Co
New York
$10.9K -$11.6K -117 -53%
MPWT
455
MassMutual Private Wealth & Trust
Connecticut
$10.9K -$1.59K -16 -14%
FFO
456
Fortitude Family Office
Arizona
$10.6K – – –
CA
457
Clearstead Advisors
Ohio
$10.3K -$8.95K -90 -48%
ACM
458
Accent Capital Management
Ohio
$9.49K – – –
LFG
459
Larson Financial Group
Missouri
$9.02K +$597 +6 +8%
JWA
460
JFS Wealth Advisors
Pennsylvania
$8.75K +$2.39K +24 +41%
CLOS
461
Compagnie Lombard Odier SCmA
Switzerland
$8.74K -$895 -9 -10%
SAG
462
SageView Advisory Group
California
$8.32K +$7.76K +78 New
PFBT
463
Parkside Financial Bank & Trust
Missouri
$7.04K – – –
MCM
464
MAI Capital Management
Ohio
$6.72K +$895 +9 +17%
QCG
465
Quadrant Capital Group
Ohio
$6.51K -$199 -2 -3%
Barrow, Hanley, Mewhinney & Strauss
466
Barrow, Hanley, Mewhinney & Strauss
Texas
$6.08K +$1.09K +11 +24%
DWM
467
Dogwood Wealth Management
Kansas
$5.87K – – –
SS
468
Sunbelt Securities
Texas
$5.76K – – –
BFS
469
Bare Financial Services
Pennsylvania
$5.76K +$199 +2 +4%
EPIME
470
Evelyn Partners Investment Management (Europe)
$5.44K – – –
VWWMG
471
Vermillion & White Wealth Management Group
Pennsylvania
$5.23K – – –
HNW
472
High Note Wealth
Minnesota
$5.01K -$99 -1 -2%
RTL
473
Red Tortoise LLC
Georgia
$5.01K – – –
KFAS
474
Keating Financial Advisory Services
Kansas
$4.37K +$4.08K +41 New
WIM
475
Westside Investment Management
California
$4.27K – – –