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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
401
B. Riley Wealth Advisors
Florida
$310K +$83.8K +441 +36%
HKIMG
402
Hutchens & Kramer Investment Management Group
Indiana
$303K -$13.9K -73 -4%
II
403
Inspire Investing
Idaho
$303K +$311K +1,640 New
DC
404
Davenport & Co
Virginia
$299K +$3.99K +21 +1%
WWM
405
Western Wealth Management
Colorado
$297K -$274K -1,441 -47%
AWS
406
Atria Wealth Solutions
New York
$295K +$61.3K +323 +25%
NIMI
407
Natixis Investment Managers International
France
$293K +$302K +1,590 New
S
408
Seeyond
France
$293K +$302K +1,590 New
AR
409
Advisory Research
Illinois
$292K +$301K +1,583 New
Creative Planning
410
Creative Planning
Kansas
$291K +$300K +1,579 New
PCM
411
Pennsylvania Capital Management
Pennsylvania
$290K – – –
FHB
412
First Hawaiian Bank
Hawaii
$287K -$77.3K -407 -21%
RWMH
413
Riverpoint Wealth Management Holdings
Illinois
$283K – – –
SWMG
414
Sanchez Wealth Management Group
Florida
$277K +$380 +2 +0.1%
CG
415
Caprock Group
Idaho
$274K +$282K +1,487 New
FFL
416
Future Fund LLC
Illinois
$267K -$19.4K -102 -7%
Lido Advisors
417
Lido Advisors
California
$252K +$260K +1,367 New
NA
418
NewEdge Advisors
Louisiana
$249K +$256K +1,350 New
GKWIM
419
Gerber Kawasaki Wealth & Investment Management
California
$247K +$255K +1,344 New
SP
420
Symmetry Partners
Connecticut
$244K – – –
PCG
421
Private Capital Group
Connecticut
$242K -$16.3K -86 -6%
ACM
422
Aquatic Capital Management
Illinois
$240K +$247K +1,300 New
CIBC Private Wealth Group
423
CIBC Private Wealth Group
Georgia
$239K -$89.8K -473 -27%
TSS
424
Two Sigma Securities
New York
$234K +$240K +1,266 New
AIG
425
American International Group
New York
$229K -$51.1K -269 -18%