We are live on ! Find out more
LPLA icon

LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Jacobs Levy Equity Management
401
Jacobs Levy Equity Management
New Jersey
$545K -$35.6M -158,120 -99%
XF
402
XML Financial
Maryland
$530K +$20.1K +89 +4%
LCOV
403
London Company of Virginia
Virginia
$528K
GP
404
Greenline Partners
New York
$527K +$511K +2,266 New
PA
405
Prossimo Advisors
California
$520K
VA
406
Vident Advisory
Georgia
$519K -$169K -749 -25%
TMAM
407
Tokio Marine Asset Management
Japan
$516K +$11K +49 +2%
RFP
408
Root Financial Partners
California
$513K -$451 -2 -0.1%
IC
409
IEQ Capital
California
$510K +$91.9K +408 +23%
CAM
410
Concorde Asset Management
Michigan
$504K -$7.44K -33 -2%
RSWM
411
Robertson Stephens Wealth Management
California
$500K +$484K +2,149 New
NS
412
NBC Securities
Alabama
$497K
Northwestern Mutual Wealth Management
413
Northwestern Mutual Wealth Management
Wisconsin
$495K -$9.25M -41,048 -95%
Twin Tree Management
414
Twin Tree Management
Texas
$494K +$479K +2,124 New
TSS
415
Two Sigma Securities
New York
$494K +$478K +2,122 New
VWM
416
Venturi Wealth Management
Texas
$482K -$9.73M -43,179 -95%
Vontobel Holding
417
Vontobel Holding
Switzerland
$480K
WWM
418
WJ Wealth Management
Arizona
$465K
SLAM
419
Swiss Life Asset Management
$465K -$3.97M -17,604 -90%
VWM
420
Valley Wealth Managers
New Jersey
$462K +$124K +549 +38%
FCA
421
FinTrust Capital Advisors
South Carolina
$449K +$451K +2,000 New
MFS
422
Mattson Financial Services
Michigan
$444K -$4.96K -22 -1%
AAM
423
Advisors Asset Management
Colorado
$443K -$173K -767 -29%
Cambridge Investment Research Advisors
424
Cambridge Investment Research Advisors
Iowa
$440K -$244K -1,084 -36%
BC
425
Bridgefront Capital
Texas
$439K +$425K +1,886 New