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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
401
Avantax Advisory Services
Texas
$693K +$673K +2,481 New
GIA
402
Gladstone Institutional Advisory
Florida
$689K -$13.8K -51 -2%
PA
403
Parallel Advisors
California
$680K +$4.89K +18 +0.7%
SPA
404
Sherbrooke Park Advisers
New York
$673K +$654K +2,410 New
MA
405
MONECO Advisors
Connecticut
$669K -$5.43K -20 -0.8%
AWM
406
Avior Wealth Management
Nebraska
$663K -$82.2K -303 -11%
Impax Asset Management Group
407
Impax Asset Management Group
United Kingdom
$642K +$623K +2,297 New
LCOV
408
London Company of Virginia
Virginia
$634K
PP
409
PDT Partners
New York
$628K -$9.23K -34 -1%
PA
410
Prossimo Advisors
California
$624K
RFP
411
Root Financial Partners
California
$616K +$543 +2 +0.1%
CAM
412
Concorde Asset Management
Michigan
$614K
XF
413
XML Financial
Maryland
$611K -$6.79K -25 -1%
TMAM
414
Tokio Marine Asset Management
Japan
$606K
NS
415
NBC Securities
Alabama
$597K -$8.69K -32 -1%
PTC
416
Petrus Trust Company
Texas
$577K +$561K +2,066 New
Vontobel Holding
417
Vontobel Holding
Switzerland
$576K -$40.7K -150 -7%
FT
418
Fiduciary Trust
Massachusetts
$566K +$160K +588 +41%
DC
419
Davenport & Co
Virginia
$565K +$169K +624 +45%
AIC
420
Archer Investment Corporation
Indiana
$563K
WWM
421
WJ Wealth Management
Arizona
$559K
VI
422
Versor Investments
New York
$559K +$543K +2,000 New
HCPC
423
Hamilton Capital Partners (Canada)
$551K -$84.1K -310 -14%
MYIA
424
Mount Yale Investment Advisors
Colorado
$545K +$55.9K +206 +12%
HAG
425
HighPoint Advisor Group
Illinois
$531K +$46.1K +170 +8%