We are live on ! Find out more
LPLA icon

LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
YCM
426
Yousif Capital Management
Michigan
$370K -$75.3K -354 -17%
CCP
427
Corient Capital Partners
California
$370K – – –
Lido Advisors
428
Lido Advisors
California
$370K +$69.5K +327 +24%
MFG
429
Merit Financial Group
Georgia
$354K -$57.6K -271 -14%
PCM
430
Pennsylvania Capital Management
Pennsylvania
$343K – – –
SWMG
431
Sanchez Wealth Management Group
Florida
$343K +$14.7K +69 +5%
Thrivent Financial for Lutherans
432
Thrivent Financial for Lutherans
Minnesota
$341K +$335K +1,574 New
FHB
433
First Hawaiian Bank
Hawaii
$340K – – –
RWMH
434
Riverpoint Wealth Management Holdings
Illinois
$335K – – –
HKIMG
435
Hutchens & Kramer Investment Management Group
Indiana
$334K -$41.5K -195 -12%
QT
436
Quantamental Technologies
New York
$326K +$318K +1,493 New
CG
437
Caprock Group
Idaho
$325K +$425 +2 +0.1%
HIS
438
Harvest Investment Services
Illinois
$324K -$249K -1,171 -44%
HCM
439
HMS Capital Management
Tennessee
$321K +$312K +1,469 New
Simplex Trading
440
Simplex Trading
Illinois
$317K -$406K -1,910 -57%
Balyasny Asset Management
441
Balyasny Asset Management
Illinois
$311K -$16.3M -76,431 -98%
FFL
442
Future Fund LLC
Illinois
$305K -$11.1K -52 -4%
AWS
443
Atria Wealth Solutions
New York
$305K -$43.8K -206 -13%
ALAM
444
Asahi Life Asset Management
Japan
$300K +$110K +515 +60%
TWM
445
Thrive Wealth Management
Pennsylvania
$293K +$285K +1,341 New
Vontobel Holding
446
Vontobel Holding
Switzerland
$290K +$283K +1,329 New
SP
447
Symmetry Partners
Connecticut
$289K – – –
CIP
448
Convergence Investment Partners
Florida
$288K +$281K +1,319 New
UB
449
UMB Bank
Missouri
$277K -$127K -596 -32%
CIBC Private Wealth Group
450
CIBC Private Wealth Group
Georgia
$277K -$4.89K -23 -2%