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Alight

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
151
LPL Financial
California
$11.7K +$1.95K +138 +15%
DC
152
Davenport & Co
Virginia
$11.6K -$3.35K -237 -19%
Lido Advisors
153
Lido Advisors
California
$11.2K +$14.2K +1,003 New
FCG
154
Fielder Capital Group
Tennessee
$10.8K +$13.6K +960 New
NA
155
NewEdge Advisors
Louisiana
$10.5K +$467 +33 +4%
PAG
156
Poinciana Advisors Group
Florida
$10.4K -$12.9K -915 -50%
LFA
157
Legacy Financial Advisors
Kentucky
$9.39K +$57 +4 +0.5%
Wells Fargo
158
Wells Fargo
California
$9.07K -$125K -8,814 -92%
Stifel Financial
159
Stifel Financial
Missouri
$9.05K +$11.4K +808 New
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$8.94K -$36.8K -2,601 -77%
PWMAG
161
Pinnacle Wealth Management Advisory Group
New Jersey
$8.75K -$3.96K -280 -26%
CIBC Asset Management
162
CIBC Asset Management
Ontario, Canada
$8.75K – – –
PWM
163
Perigon Wealth Management
California
$8.66K -$5.63K -398 -34%
WA
164
Waddell & Associates
Tennessee
$8.63K -$4.86K -343 -31%
EFS
165
Essex Financial Services
Connecticut
$8.49K -$14 -1 -0.1%
Focus Partners Wealth
166
Focus Partners Wealth
Massachusetts
$8.26K -$53.1K -3,753 -84%
KCP
167
Kera Capital Partners
California
$8.13K +$71 +5 +0.7%
UCFA
168
United Capital Financial Advisors
Texas
$7.95K -$4.26K -301 -30%
ML
169
McAdam LLC
Pennsylvania
$7.92K +$10K +707 New
RFP
170
Root Financial Partners
California
$7.79K +$3.57K +252 +57%
BAAM
171
Baker Avenue Asset Management
California
$7.57K -$6.7K -473 -41%
AWM
172
Ariadne Wealth Management
California
$7.5K +$9.48K +670 New
Raymond James Financial
173
Raymond James Financial
Florida
$7.24K +$9.16K +647 New
SIA
174
Soltis Investment Advisors
Utah
$7.2K +$9.1K +643 New
C
175
Covestor
United Kingdom
$7K -$22.8K -1,611 -73%