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Lineage Inc

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
301
SHP Wealth Management
Massachusetts
$995 +$118 +3 +15%
PWPS
302
Pinnacle Wealth Planning Services
Ohio
$735
WSFS
303
Wilmington Savings Fund Society
Delaware
$692 +$629 +16 New
TPCW
304
TD Private Client Wealth
New York
$649 +$590 +15 New
BIA
305
Bell Investment Advisors
California
$606
FC
306
Financial Consulate
Maryland
$606
TFA
307
Transamerica Financial Advisors
Florida
$569 +$39 +1 +8%
GIA
308
GHP Investment Advisors
Colorado
$563
CA
309
CoreCap Advisors
Michigan
$562
Nisa Investment Advisors
310
Nisa Investment Advisors
Missouri
$525 -$387K -9,842 -100%
CH
311
Cromwell Holdings
Wyoming
$525
PWA
312
Principia Wealth Advisory
Texas
$519 +$79 +2 +20%
CPG
313
Cornerstone Planning Group
New Jersey
$518 +$472 +12 New
SPIA
314
Steward Partners Investment Advisory
New York
$433 -$87.5K -2,225 -100%
CFD
315
Creative Financial Designs
Indiana
$433
QWM
316
Quaker Wealth Management
New Jersey
$346
AF
317
Advisornet Financial
Minnesota
$303
ACA
318
American Capital Advisory
Idaho
$303
CCWM
319
Cassaday & Co Wealth Management
Virginia
$260
SC
320
SouthState Corp
Florida
$217
DF
321
Dunhill Financial
United Kingdom
$179
CFO
322
CVA Family Office
Colorado
$130
BWS
323
Buck Wealth Strategies
Colorado
$130 +$118 +3 New
KFAS
324
Keating Financial Advisory Services
Kansas
$130 +$118 +3 New
PS
325
Planning Strategies
Pennsylvania
$130 +$118 +3 New