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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Fayez Sarofim & Co
326
Fayez Sarofim & Co
Texas
$251K
AIG
327
American International Group
New York
$245K -$17.1K -119 -7%
OWA
328
One Wealth Advisors
California
$243K +$222K +1,549 New
FNBOO
329
First National Bank of Omaha
Nebraska
$240K -$2.87K -20 -1%
RWMH
330
Riverpoint Wealth Management Holdings
Illinois
$240K +$220K +1,532 New
PCG
331
Private Capital Group
Connecticut
$239K +$15.4K +107 +8%
SWMG
332
Sanchez Wealth Management Group
Florida
$234K +$215K +1,495 New
WA
333
Wealth Alliance
New York
$231K +$212K +1,475 New
GDP
334
Great Diamond Partners
Maine
$226K +$207K +1,443 New
LWP
335
Legacy Wealth Planning
Nevada
$224K +$206K +1,431 New
CFGS
336
Concourse Financial Group Securities
Alabama
$216K +$36.6K +255 +23%
SP
337
Symmetry Partners
Connecticut
$215K +$190K +1,324 New
Sumitomo Mitsui Trust Group
338
Sumitomo Mitsui Trust Group
Japan
$207K +$190K +1,321 New
NFG
339
Next Financial Group
Texas
$202K -$128K -894 -41%
PNC
340
Park National Corp
Ohio
$202K +$185K +1,286 New
AWM
341
Apollon Wealth Management
South Carolina
$200K +$183K +1,276 New
HWMA
342
Heritage Wealth Management (Arizona)
Arizona
$198K +$24.1K +168 +15%
Canada Pension Plan Investment Board
343
Canada Pension Plan Investment Board
Ontario, Canada
$169K +$41.7K +290 +37%
LSA
344
Leonteq Securities AG
Switzerland
$162K +$149K +1,034 New
FGAM
345
Financial Gravity Asset Management
Texas
$157K
GKIM
346
GW&K Investment Management
Massachusetts
$149K +$35.9K +250 +36%
JCM
347
Jacobi Capital Management
Pennsylvania
$148K
SAI
348
Systematic Alpha Investments
New Jersey
$125K
SOW
349
State of Wyoming
Wyoming
$120K +$12.6K +88 +13%
BAM
350
Belpointe Asset Management
Nevada
$120K +$110K +766 New