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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
426
Laird Norton Wetherby Wealth Management
California
$227K +$233K +1,228 New
DWT
427
Dorsey & Whitney Trust
South Dakota
$226K +$16.3K +86 +8%
PAM
428
Panagora Asset Management
Massachusetts
$224K +$8.74K +46 +4%
EWA
429
EP Wealth Advisors
California
$221K +$227K +1,197 New
GDP
430
Great Diamond Partners
Maine
$220K -$59.1K -311 -21%
XF
431
XML Financial
Maryland
$217K +$190 +1 +0.1%
BAM
432
Blueshift Asset Management
New Jersey
$215K +$221K +1,163 New
AWM
433
Apollon Wealth Management
South Carolina
$209K +$215K +1,131 New
S
434
SignatureFD
Georgia
$208K +$112K +589 +110%
LC
435
Lindbrook Capital
California
$205K +$66.1K +348 +46%
DCM
436
DGS Capital Management
New Jersey
$205K +$211K +1,111 New
PCM
437
Presidio Capital Management
California
$203K -$1.14K -6 -0.5%
AAP
438
Arax Advisory Partners
Colorado
$189K +$67.8K +357 +53%
BCV
439
Banque Cantonale Vaudoise
Switzerland
$185K +$190K +1,000 New
Carson Wealth (CWM LLC)
440
Carson Wealth (CWM LLC)
Nebraska
$173K +$63.8K +336 +56%
BAM
441
Belpointe Asset Management
Nevada
$161K +$4.75K +25 +3%
ALAM
442
Asahi Life Asset Management
Japan
$159K +$163K +860 New
TFGT
443
TS Financial Group (TSFG)
Illinois
$158K +$190 +1 +0.1%
Rockefeller Capital Management
444
Rockefeller Capital Management
New York
$146K +$58.3K +307 +63%
EBA
445
Eagle Bay Advisors
New York
$146K +$106K +558 +237%
GRP
446
Global Retirement Partners
California
$140K – – –
ST
447
Smithfield Trust
Pennsylvania
$123K – – –
QC
448
Quent Capital
New York
$123K +$190 +1 +0.2%
TFA
449
Toth Financial Advisory
Virginia
$122K – – –
SPIA
450
Steward Partners Investment Advisory
New York
$121K -$31.9K -168 -20%