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Lineage Inc

Name Holding Trade Value Shares
Change
Change in
Stake
FFO
301
Fortitude Family Office
Arizona
$1.04K +$944 +24 New
SWM
302
SHP Wealth Management
Massachusetts
$995 +$118 +3 +15%
PWPS
303
Pinnacle Wealth Planning Services
Ohio
$735 – – –
Wilmington Savings Fund Society
304
Wilmington Savings Fund Society
Delaware
$692 +$629 +16 New
TD Private Client Wealth
305
TD Private Client Wealth
New York
$649 +$590 +15 New
BIA
306
Bell Investment Advisors
California
$606 – – –
FC
307
Financial Consulate
Maryland
$606 – – –
TFA
308
Transamerica Financial Advisors
Florida
$569 +$39 +1 +8%
GIA
309
GHP Investment Advisors
Colorado
$563 – – –
CoreCap Advisors
310
CoreCap Advisors
Michigan
$562 – – –
Nisa Investment Advisors
311
Nisa Investment Advisors
Missouri
$525 -$387K -9,842 -100%
CH
312
Cromwell Holdings
Wyoming
$525 – – –
PWA
313
Principia Wealth Advisory
Texas
$519 +$79 +2 +20%
CPG
314
Cornerstone Planning Group
New Jersey
$518 +$472 +12 New
Steward Partners Investment Advisory
315
Steward Partners Investment Advisory
New York
$433 -$87.5K -2,225 -100%
CFD
316
Creative Financial Designs
Indiana
$433 – – –
QWM
317
Quaker Wealth Management
New Jersey
$346 – – –
AF
318
Advisornet Financial
Minnesota
$303 – – –
ACA
319
American Capital Advisory
Idaho
$303 – – –
Cassaday & Co Wealth Management
320
Cassaday & Co Wealth Management
Virginia
$260 – – –
SouthState Corp
321
SouthState Corp
Florida
$217 – – –
DF
322
Dunhill Financial
United Kingdom
$179 – – –
CFO
323
CVA Family Office
Colorado
$130 – – –
BWS
324
Buck Wealth Strategies
Colorado
$130 +$118 +3 New
KFAS
325
Keating Financial Advisory Services
Kansas
$130 +$118 +3 New