We are live on ! Find out more
LPLA icon

LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
401
Valley Wealth Managers
New Jersey
$727K +$68.5K +189 +9%
DC
402
Davenport & Co
Virginia
$721K +$33K +91 +4%
Cambridge Investment Research Advisors
403
Cambridge Investment Research Advisors
Iowa
$720K -$1.16M -3,192 -60%
TI
404
Tidal Investments
Wisconsin
$713K -$27.2K -75 -3%
CAM
405
Concorde Asset Management
Michigan
$712K +$826K +2,280 New
HFO
406
Heritage Family Offices
Arizona
$705K -$54.7K -151 -7%
EOJOAM
407
E. Ohman J:or Asset Management
Sweden
$699K
KRSITF
408
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$698K -$19.6K -54 -3%
SWP
409
Stratos Wealth Partners
Ohio
$697K -$8.7K -24 -1%
GIA
410
Gladstone Institutional Advisory
Florida
$695K +$85.2K +235 +13%
MYIA
411
Mount Yale Investment Advisors
Colorado
$688K -$466K -1,286 -38%
EA
412
Everpar Advisors
Oklahoma
$681K -$56.2K -155 -7%
SCA
413
Snowden Capital Advisors
New York
$669K -$46.4K -128 -6%
SWM
414
Spire Wealth Management
Virginia
$667K +$362 +1 +0%
SAM
415
Shell Asset Management
Netherlands
$667K -$398K -1,097 -35%
HT
416
Headlands Technologies
Illinois
$665K +$725K +2,000 New
SFS
417
Sowell Financial Services
Arkansas
$658K -$290K -800 -29%
TRCT
418
Tower Research Capital (TRC)
New York
$647K +$480K +1,324 +214%
SFA
419
Sequoia Financial Advisors
Ohio
$644K +$96.1K +265 +16%
N
420
Natixis
France
$643K +$395K +1,089 +129%
PFA
421
Peak Financial Advisors
Colorado
$640K +$251K +692 +56%
William Blair & Company
422
William Blair & Company
Illinois
$640K -$2.98M -8,226 -81%
CL
423
Choreo LLC
Illinois
$636K -$771K -2,128 -53%
NS
424
NBC Securities
Alabama
$633K -$63.8K -176 -8%
AAM
425
Advisors Asset Management
Colorado
$630K +$18.5K +51 +3%