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Annaly Capital Management

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
301
WMG Financial Advisors
Tennessee
$381K -$153K -7,231 -37%
Williams Jones Wealth Management
302
Williams Jones Wealth Management
New York
$381K +$4.89K +232 +1%
CreativeOne Wealth
303
CreativeOne Wealth
Kansas
$377K +$40.7K +1,928 +11%
SSWM
304
Strait & Sound Wealth Management
California
$371K -$3.82K -181 -0.9%
Ossiam
305
Ossiam
France
$365K -$219K -10,391 -35%
Integrated Wealth Concepts
306
Integrated Wealth Concepts
Massachusetts
$358K +$38.1K +1,808 +11%
AI
307
AXS Investments
New York
$355K -$432K -20,500 -52%
CIBC Asset Management
308
CIBC Asset Management
Ontario, Canada
$354K +$67.2K +3,186 +21%
Brookfield Corp
309
Brookfield Corp
Ontario, Canada
$352K +$364K +17,264 +1,493%
Simplicity Solutions
310
Simplicity Solutions
Minnesota
$347K +$383K +18,146 New
Perigon Wealth Management
311
Perigon Wealth Management
California
$340K +$11.2K +533 +3%
Peapack-Gladstone Financial Corp
312
Peapack-Gladstone Financial Corp
New Jersey
$326K +$360K +17,081 New
Cerity Partners
313
Cerity Partners
New York
$324K +$21.7K +1,030 +6%
FTDI
314
First Trust Direct Indexing
Massachusetts
$323K +$58.7K +2,782 +20%
MSAM
315
Moloney Securities Asset Management
Missouri
$323K -$17K -805 -5%
SA
316
SFI Advisors
New Jersey
$321K +$354K +16,783 New
Pathstone Family Office
317
Pathstone Family Office
New Jersey
$320K -$11.4K -541 -3%
ZCM
318
Ziegler Capital Management
Illinois
$319K +$352K +16,669 New
Avantax Advisory Services
319
Avantax Advisory Services
Texas
$314K +$19.5K +923 +6%
Cullen/Frost Bankers
320
Cullen/Frost Bankers
Texas
$312K +$338 +16 +0.1%
Profund Advisors
321
Profund Advisors
Maryland
$307K -$114K -5,397 -25%
PWPS
322
Pinnacle Wealth Planning Services
Ohio
$305K +$111K +5,261 +49%
Federation des caisses Desjardins du Quebec
323
Federation des caisses Desjardins du Quebec
Quebec, Canada
$305K +$244K +11,566 +265%
ASFA
324
All Season Financial Advisors
Colorado
$304K -$2.13K -101 -0.6%
LOAMS
325
Lombard Odier Asset Management (Switzerland)
Switzerland
$304K +$335K +15,884 New