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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
IAA
301
Independent Advisor Alliance
North Carolina
$649K -$8.53K -49 -1%
RWM
302
Ritholtz Wealth Management
New York
$641K +$43.2K +248 +8%
PAS
303
Park Avenue Securities
New York
$638K +$150K +863 +33%
PCM
304
Prelude Capital Management
New York
$631K +$378K +2,169 +169%
IWA
305
Intercontinental Wealth Advisors
Texas
$630K +$5.22K +30 +0.9%
AIC
306
Archer Investment Corporation
Indiana
$623K +$594K +3,410 New
KFP
307
KB Financial Partners
New Jersey
$622K +$56.1K +322 +10%
CG
308
Colony Group
Massachusetts
$622K +$593K +3,407 New
BFS
309
Bickling Financial Services
Massachusetts
$619K +$697 +4 +0.1%
Manulife (Manufacturers Life Insurance)
310
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$619K +$84.5K +485 +17%
GT
311
Glenview Trust
Kentucky
$614K +$20.2K +116 +4%
LG
312
Leuthold Group
Minnesota
$606K
SG
313
Stonnington Group
California
$601K +$522K +3,000 New
IIC
314
Ironwood Investment Counsel
Arizona
$568K -$65.3K -375 -11%
WWM
315
Western Wealth Management
Colorado
$558K +$270K +1,553 +103%
IIC
316
Integrated Investment Consultants
Michigan
$535K +$33.1K +190 +7%
AA
317
ALPS Advisors
Colorado
$505K +$40.1K +230 +9%
QCM
318
Quantinno Capital Management
New York
$501K +$63.6K +365 +15%
CFB
319
Cullen/Frost Bankers
Texas
$493K
Mercer Global Advisors
320
Mercer Global Advisors
Colorado
$484K +$462K +2,652 New
LWAC
321
Laurel Wealth Advisors (California)
California
$480K
HWMA
322
Heritage Wealth Management (Arizona)
Arizona
$479K +$456K +2,620 New
SWP
323
Stratos Wealth Partners
Ohio
$476K +$68.4K +393 +18%
SS
324
Simplicity Solutions
Minnesota
$467K +$445K +2,556 New
ZCA
325
Zeke Capital Advisors
Pennsylvania
$456K -$25.4K -146 -6%