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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
DC
401
Davenport & Co
Virginia
$299K +$3.99K +21 +1%
WWM
402
Western Wealth Management
Colorado
$297K -$274K -1,441 -47%
AWS
403
Atria Wealth Solutions
New York
$295K +$61.3K +323 +25%
NIMI
404
Natixis Investment Managers International
France
$293K +$302K +1,590 New
S
405
Seeyond
France
$293K +$302K +1,590 New
AR
406
Advisory Research
Illinois
$292K +$301K +1,583 New
Creative Planning
407
Creative Planning
Kansas
$291K +$300K +1,579 New
PCM
408
Pennsylvania Capital Management
Pennsylvania
$290K
FHB
409
First Hawaiian Bank
Hawaii
$287K -$77.3K -407 -21%
RWMH
410
Riverpoint Wealth Management Holdings
Illinois
$283K
SWMG
411
Sanchez Wealth Management Group
Florida
$277K +$380 +2 +0.1%
CG
412
Caprock Group
Idaho
$274K +$282K +1,487 New
FFL
413
Future Fund LLC
Illinois
$267K -$19.4K -102 -7%
Lido Advisors
414
Lido Advisors
California
$252K +$260K +1,367 New
NA
415
NewEdge Advisors
Louisiana
$249K +$256K +1,350 New
GKWIM
416
Gerber Kawasaki Wealth & Investment Management
California
$247K +$255K +1,344 New
SP
417
Symmetry Partners
Connecticut
$244K
PCG
418
Private Capital Group
Connecticut
$242K -$16.3K -86 -6%
ACM
419
Aquatic Capital Management
Illinois
$240K +$247K +1,300 New
CIBC Private Wealth Group
420
CIBC Private Wealth Group
Georgia
$239K -$89.8K -473 -27%
TSS
421
Two Sigma Securities
New York
$234K +$240K +1,266 New
AIG
422
American International Group
New York
$229K -$51.1K -269 -18%
LNWWM
423
Laird Norton Wetherby Wealth Management
California
$227K +$233K +1,228 New
DWT
424
Dorsey & Whitney Trust
South Dakota
$226K +$16.3K +86 +8%
PAM
425
Panagora Asset Management
Massachusetts
$224K +$8.74K +46 +4%