We are live on ! Find out more
LPLA icon

LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
IIC
401
Integrated Investment Consultants
Michigan
$545K +$66.8K +292 +12%
TFA
402
Transamerica Financial Advisors
Florida
$541K +$610K +2,669 New
Mercer Global Advisors
403
Mercer Global Advisors
Colorado
$536K -$34.5K -151 -5%
CM
404
Castleark Management
Illinois
$535K -$2.9M -12,680 -83%
SWP
405
Stratos Wealth Partners
Ohio
$531K -$26.5K -116 -4%
Commonwealth Equity Services
406
Commonwealth Equity Services
Massachusetts
$511K -$1.86M -8,130 -76%
BOH
407
Bank of Hawaii
Hawaii
$510K +$577K +2,522 New
IWA
408
Intercontinental Wealth Advisors
Texas
$504K -$686 -3 -0.1%
QPBE
409
Quintet Private Bank (Europe)
Luxembourg
$503K +$568K +2,485 New
TC
410
TownSquare Capital
Utah
$500K +$88.5K +387 +19%
KCM
411
Kennedy Capital Management
Missouri
$497K -$4.75M -20,784 -89%
Bank of Nova Scotia
412
Bank of Nova Scotia
Ontario, Canada
$492K -$186K -814 -25%
AWM
413
Axxcess Wealth Management
California
$492K -$86.4K -378 -13%
Creative Planning
414
Creative Planning
Kansas
$488K -$136K -596 -20%
AFA
415
Abacus FCF Advisors
Florida
$484K -$400K -1,750 -42%
PA
416
Parallel Advisors
California
$482K +$30.2K +132 +6%
BFM
417
Boothbay Fund Management
New York
$470K -$1.36M -5,960 -72%
EWA
418
EverSource Wealth Advisors
Alabama
$462K -$23.5K -103 -4%
LCOV
419
London Company of Virginia
Virginia
$459K
CW
420
CreativeOne Wealth
Kansas
$449K -$6.63K -29 -1%
IIC
421
Ironwood Investment Counsel
Arizona
$447K +$17.1K +75 +4%
XF
422
XML Financial
Maryland
$447K +$235K +1,028 +87%
HIM
423
Hillsdale Investment Management
Ontario, Canada
$446K -$11.4K -50 -2%
HCPC
424
Hamilton Capital Partners (Canada)
$443K -$585K -2,558 -54%
GT
425
Greenleaf Trust
Michigan
$422K -$1.83K -8 -0.4%