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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CFB
426
Cullen/Frost Bankers
Texas
$348K -$280K -1,400 -47%
SWMG
427
Sanchez Wealth Management Group
Florida
$343K +$601 +3 +0.2%
PCM
428
Pennsylvania Capital Management
Pennsylvania
$342K – – –
WA
429
Wealth Alliance
New York
$340K -$52.9K -264 -14%
RWMH
430
Riverpoint Wealth Management Holdings
Illinois
$333K – – –
GGHC
431
Gilder Gagnon Howe & Co
New York
$331K +$305K +1,523 New
SEC
432
Seven Eight Capital
New York
$331K +$305K +1,523 New
Wealthfront Advisers
433
Wealthfront Advisers
California
$327K -$1.78M -8,885 -86%
Pzena Investment Management
434
Pzena Investment Management
New York
$325K -$88.5K -442 -23%
DCM
435
DGS Capital Management
New Jersey
$318K +$29.2K +146 +11%
IC
436
IEQ Capital
California
$316K -$93.7K -468 -24%
AIG
437
American International Group
New York
$315K +$53.3K +266 +22%
LIP
438
Lighthouse Investment Partners
Florida
$312K +$287K +1,434 New
AWS
439
Atria Wealth Solutions
New York
$296K +$11K +55 +4%
BRWA
440
B. Riley Wealth Advisors
Florida
$294K -$34.4K -172 -11%
Vontobel Holding
441
Vontobel Holding
Switzerland
$294K -$36.8K -184 -12%
RFP
442
Root Financial Partners
California
$293K +$601 +3 +0.2%
SP
443
Symmetry Partners
Connecticut
$288K – – –
SWM
444
SFG Wealth Management
Maryland
$285K +$263K +1,312 New
VWM
445
Valley Wealth Managers
New Jersey
$278K +$256K +1,278 New
FM
446
Foster & Motley
Ohio
$277K +$255K +1,275 New
S
447
SignatureFD
Georgia
$270K -$27.8K -139 -10%
LNWWM
448
Laird Norton Wetherby Wealth Management
California
$267K +$17.8K +89 +8%
HCM
449
HMS Capital Management
Tennessee
$263K -$8.41K -42 -3%
SPA
450
Sherbrooke Park Advisers
New York
$261K +$240K +1,200 New