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LPL Financial

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