We are live on ! Find out more
LPLA icon

LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
AO
301
Advisor OS
Illinois
$264K +$237K +1,861 New
MAM
302
Martingale Asset Management
Massachusetts
$260K -$5.42M -42,455 -96%
IWA
303
Intercontinental Wealth Advisors
Texas
$257K +$231K +1,811 New
MCM
304
MAI Capital Management
Ohio
$242K +$218K +1,705 New
Manulife (Manufacturers Life Insurance)
305
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$240K +$216K +1,689 New
MA
306
MONECO Advisors
Connecticut
$238K +$214K +1,674 New
GT
307
Greenleaf Trust
Michigan
$237K +$213K +1,670 New
BCM
308
BTC Capital Management
Iowa
$234K +$211K +1,653 New
Fayez Sarofim & Co
309
Fayez Sarofim & Co
Texas
$227K +$204K +1,600 New
SOADOR
310
State of Alaska Department of Revenue
Alaska
$221K -$328K -2,574 -62%
FNBOO
311
First National Bank of Omaha
Nebraska
$221K +$198K +1,552 New
PCG
312
Private Capital Group
Connecticut
$212K +$8.55K +67 +5%
GDP
313
Great Diamond Partners
Maine
$208K +$188K +1,470 New
Franklin Resources
314
Franklin Resources
California
$207K +$186K +1,459 New
HighTower Advisors
315
HighTower Advisors
Illinois
$206K +$184K +1,444 New
RWM
316
Ritholtz Wealth Management
New York
$206K +$185K +1,446 New
DWT
317
Dorsey & Whitney Trust
South Dakota
$205K +$184K +1,443 New
SWMG
318
Sanchez Wealth Management Group
Florida
$202K +$181K +1,420 New
WA
319
Wealth Alliance
New York
$200K +$180K +1,408 New
CFGS
320
Concourse Financial Group Securities
Alabama
$167K +$3.32K +26 +2%
SBSB
321
Sullivan, Bruyette, Speros & Blaney
Virginia
$145K
GWM
322
Geneos Wealth Management
Colorado
$144K +$17.5K +137 +17%
AIG
323
American International Group
New York
$143K -$11.4K -89 -8%
UFF
324
USA Financial Formulas
Michigan
$117K +$105K +825 New
NFG
325
Next Financial Group
Texas
$116K +$104K +814 +27,133%