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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
SWMG
426
Sanchez Wealth Management Group
Florida
$343K +$601 +3 +0.2%
PCM
427
Pennsylvania Capital Management
Pennsylvania
$342K
WA
428
Wealth Alliance
New York
$340K -$52.9K -264 -14%
RWMH
429
Riverpoint Wealth Management Holdings
Illinois
$333K
GGHC
430
Gilder Gagnon Howe & Co
New York
$331K +$305K +1,523 New
SEC
431
Seven Eight Capital
New York
$331K +$305K +1,523 New
Wealthfront Advisers
432
Wealthfront Advisers
California
$327K -$1.78M -8,885 -86%
Pzena Investment Management
433
Pzena Investment Management
New York
$325K -$88.5K -442 -23%
DCM
434
DGS Capital Management
New Jersey
$318K +$29.2K +146 +11%
IC
435
IEQ Capital
California
$316K -$93.7K -468 -24%
AIG
436
American International Group
New York
$315K +$53.3K +266 +22%
LIP
437
Lighthouse Investment Partners
Florida
$312K +$287K +1,434 New
AWS
438
Atria Wealth Solutions
New York
$296K +$11K +55 +4%
BRWA
439
B. Riley Wealth Advisors
Florida
$294K -$34.4K -172 -11%
Vontobel Holding
440
Vontobel Holding
Switzerland
$294K -$36.8K -184 -12%
RFP
441
Root Financial Partners
California
$293K +$601 +3 +0.2%
SP
442
Symmetry Partners
Connecticut
$288K
SWM
443
SFG Wealth Management
Maryland
$285K +$263K +1,312 New
VWM
444
Valley Wealth Managers
New Jersey
$278K +$256K +1,278 New
FM
445
Foster & Motley
Ohio
$277K +$255K +1,275 New
S
446
SignatureFD
Georgia
$270K -$27.8K -139 -10%
LNWWM
447
Laird Norton Wetherby Wealth Management
California
$267K +$17.8K +89 +8%
HCM
448
HMS Capital Management
Tennessee
$263K -$8.41K -42 -3%
SPA
449
Sherbrooke Park Advisers
New York
$261K +$240K +1,200 New
WPC
450
Wedmont Private Capital
Pennsylvania
$258K +$234K +1,170 New