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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
SOMRS
426
State of Michigan Retirement System
Michigan
$387K +$67.4K +300 +21%
SWMG
427
Sanchez Wealth Management Group
Florida
$374K +$14.6K +65 +4%
CFB
428
Cullen/Frost Bankers
Texas
$371K +$6.29K +28 +2%
RIA
429
Realta Investment Advisors
Delaware
$365K -$18K -80 -5%
YCM
430
Yousif Capital Management
Michigan
$364K -$11.7K -52 -3%
DCM
431
DGS Capital Management
New Jersey
$360K -$12.1K -54 -3%
PCM
432
Pennsylvania Capital Management
Pennsylvania
$358K
LNWWM
433
Laird Norton Wetherby Wealth Management
California
$353K +$22.7K +101 +7%
RWMH
434
Riverpoint Wealth Management Holdings
Illinois
$349K +$450 +2 +0.1%
Lido Advisors
435
Lido Advisors
California
$343K -$80K -356 -19%
Thrivent Financial for Lutherans
436
Thrivent Financial for Lutherans
Minnesota
$337K -$77.1K -343 -19%
AWM
437
Axxcess Wealth Management
California
$332K -$290K -1,288 -47%
AWS
438
Atria Wealth Solutions
New York
$327K -$2.7K -12 -0.8%
WA
439
Wealth Alliance
New York
$326K +$3.15K +14 +1%
LNC
440
Lincoln National Corp
Pennsylvania
$320K -$83.4K -371 -21%
GDP
441
Great Diamond Partners
Maine
$320K -$27.2K -121 -8%
FCB
442
First County Bank
Connecticut
$314K -$14.6K -65 -5%
S
443
SignatureFD
Georgia
$313K -$88.1K -392 -22%
Wealthfront Advisers
444
Wealthfront Advisers
California
$310K -$73.1K -325 -19%
GAM
445
Groupama Asset Management
France
$309K +$305K +1,357 New
RFP
446
Root Financial Partners
California
$307K
Vontobel Holding
447
Vontobel Holding
Switzerland
$307K
VWM
448
Valley Wealth Managers
New Jersey
$305K +$4.27K +19 +1%
SWM
449
SFG Wealth Management
Maryland
$305K +$5.84K +26 +2%
AA
450
ALPS Advisors
Colorado
$303K -$339K -1,507 -53%