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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
LCM
251
Logan Capital Management
Pennsylvania
$721K
OAM
252
Oppenheimer Asset Management
New York
$720K -$17.1K -119 -3%
MML Investors Services
253
MML Investors Services
Massachusetts
$696K -$119K -830 -16%
KAS
254
Kestra Advisory Services
Texas
$693K +$164K +1,142 +35%
JG
255
Jefferies Group
New York
$676K +$619K +4,310 New
SIA
256
SkyView Investment Advisors
New Jersey
$670K +$576K +4,011 +1,525%
Manulife (Manufacturers Life Insurance)
257
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$654K +$369K +2,571 +161%
VLC
258
Van Leeuwen & Company
New Jersey
$642K
KFP
259
KB Financial Partners
New Jersey
$624K +$98.4K +685 +21%
AO
260
Advisor OS
Illinois
$615K +$89.2K +621 +19%
IAA
261
Independent Advisor Alliance
North Carolina
$597K +$68.7K +478 +14%
RJFSA
262
Raymond James Financial Services Advisors
Florida
$593K +$109K +760 +25%
PNC Financial Services Group
263
PNC Financial Services Group
Pennsylvania
$564K +$7.47K +52 +1%
Vanguard Personalized Indexing Management
264
Vanguard Personalized Indexing Management
California
$559K +$512K +3,564 New
IIC
265
Ironwood Investment Counsel
Arizona
$554K
WWM
266
Wolff Wiese Magana
California
$553K +$498K +3,467 +5,876%
IC
267
Intersect Capital
California
$552K +$58.2K +405 +13%
TFA
268
Toth Financial Advisory
Virginia
$541K +$496K +3,450 New
DC
269
Derby & Company
Massachusetts
$533K
XT
270
XTX Topco
Cayman Islands
$532K -$189K -1,314 -28%
LG
271
Leuthold Group
Minnesota
$526K
BFS
272
Bickling Financial Services
Massachusetts
$522K +$718 +5 +0.2%
OSIA
273
O'Shares Investment Advisers
Massachusetts
$516K +$473K +3,294 New
Squarepoint
274
Squarepoint
New York
$515K -$1.55M -10,771 -77%
PAI
275
Pittenger & Anderson Inc
Nebraska
$511K -$48.1K -335 -9%