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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Acadian Asset Management
426
Acadian Asset Management
Massachusetts
$391K +$330K +1,420 +612%
DCM
427
DGS Capital Management
New Jersey
$388K +$40.4K +174 +12%
CFB
428
Cullen/Frost Bankers
Texas
$380K – – –
HT
429
Headlands Technologies
Illinois
$379K -$935K -4,026 -72%
SWMG
430
Sanchez Wealth Management Group
Florida
$375K +$464 +2 +0.1%
PCM
431
Pennsylvania Capital Management
Pennsylvania
$374K – – –
RIA
432
Realta Investment Advisors
Delaware
$366K – – –
RWMH
433
Riverpoint Wealth Management Holdings
Illinois
$364K – – –
GDP
434
Great Diamond Partners
Maine
$363K +$83.6K +360 +31%
CIP
435
Cornerstone Investment Partners
Georgia
$357K -$38.9M -167,721 -99%
FFL
436
Future Fund LLC
Illinois
$346K -$36K -155 -10%
LNWWM
437
Laird Norton Wetherby Wealth Management
California
$344K +$51.1K +220 +18%
AWS
438
Atria Wealth Solutions
New York
$344K +$20.2K +87 +6%
FCB
439
First County Bank
Connecticut
$343K -$38.3K -165 -10%
WA
440
Wealth Alliance
New York
$337K -$33.4K -144 -9%
SOMRS
441
State of Michigan Retirement System
Michigan
$333K -$69.7K -300 -18%
Legacy Financial Group (Iowa)
442
Legacy Financial Group (Iowa)
Iowa
$325K +$317K +1,366 New
AIG
443
American International Group
New York
$322K -$21.8K -94 -6%
EP
444
Edgestream Partners
New Jersey
$322K +$315K +1,355 New
Vontobel Holding
445
Vontobel Holding
Switzerland
$321K – – –
RFP
446
Root Financial Partners
California
$321K +$232 +1 +0.1%
SP
447
Symmetry Partners
Connecticut
$315K – – –
VWM
448
Valley Wealth Managers
New Jersey
$314K +$9.75K +42 +3%
SWM
449
SFG Wealth Management
Maryland
$312K – – –
VF
450
Virtu Financial
New York
$311K +$304K +1,310 New