We are live on ! Find out more
LPLA icon

LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
JIR
301
James Investment Research
Ohio
$2.26M -$88.8K -251 -4%
IMCOOI
302
Investment Management Corp of Ontario (IMCO)
Canada
$2.18M +$830K +2,347 +62%
JWM
303
Jackson Wealth Management
Florida
$2.18M -$203K -574 -9%
AC
304
Allstate Corporation
Illinois
$2.13M +$1.07M +3,017 +102%
LCM
305
LRT Capital Management
Texas
$2.12M +$2.1M +5,940 New
SG Americas Securities
306
SG Americas Securities
New York
$2.1M +$29.7K +84 +1%
SGWM
307
Sterling Group Wealth Management
California
$2.08M -$49.5K -140 -2%
CA
308
CGN Advisors
Kansas
$2.08M -$403K -1,140 -16%
Mackenzie Financial
309
Mackenzie Financial
Ontario, Canada
$2.05M +$156K +442 +8%
Bank of Nova Scotia
310
Bank of Nova Scotia
Ontario, Canada
$2.02M +$907K +2,564 +83%
GI
311
Gradient Investments
Minnesota
$2M +$21.6K +61 +1%
William Blair & Company
312
William Blair & Company
Illinois
$1.99M +$1.29M +3,655 +190%
VIA
313
Virtus Investment Advisers
Connecticut
$1.99M +$286K +808 +17%
BCV
314
Banque Cantonale Vaudoise
Switzerland
$1.98M +$822K +2,323 +72%
MIM
315
Morningstar Investment Management
Illinois
$1.97M -$382K -1,080 -16%
CBA
316
Coastal Bridge Advisors
Connecticut
$1.96M +$11K +31 +0.6%
JF
317
Jump Financial
Illinois
$1.94M +$1.51M +4,267 +363%
EI
318
Ethic Inc
New York
$1.93M -$122K -346 -6%
FFL
319
Future Fund LLC
Illinois
$1.91M -$91.3K -258 -5%
YMRC
320
Yorktown Management & Research Company
Virginia
$1.89M
KIA
321
Knollwood Investment Advisory
Maryland
$1.88M
DIA
322
Dana Investment Advisors
Wisconsin
$1.88M +$707 +2 +0%
GAM
323
Generali Asset Management
Italy
$1.88M +$1.86M +5,261 New
IAA
324
Independent Advisor Alliance
North Carolina
$1.88M -$29.4K -83 -2%
Rockefeller Capital Management
325
Rockefeller Capital Management
New York
$1.86M +$722K +2,042 +65%