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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Wedmont Private Capital
426
Wedmont Private Capital
Pennsylvania
$442K +$6.31K +25 +1%
UWS
427
Unique Wealth Strategies
Illinois
$442K +$422K +1,673 New
Balyasny Asset Management
428
Balyasny Asset Management
Illinois
$440K -$513K -2,031 -55%
HI
429
Handelsinvest Investeringsforvaltning
Denmark
$436K -$217K -858 -34%
SWMG
430
Sanchez Wealth Management Group
Florida
$435K +$505 +2 +0.1%
DCM
431
DGS Capital Management
New Jersey
$429K +$11.1K +44 +3%
Bessemer Group
432
Bessemer Group
New Jersey
$423K -$94.9K -376 -19%
Cullen/Frost Bankers
433
Cullen/Frost Bankers
Texas
$423K -$7.07K -28 -2%
Steward Partners Investment Advisory
434
Steward Partners Investment Advisory
New York
$419K +$167K +663 +72%
PCM
435
Pennsylvania Capital Management
Pennsylvania
$415K – – –
Lincoln National Corp
436
Lincoln National Corp
Pennsylvania
$413K +$39.6K +157 +11%
VWM
437
Valley Wealth Managers
New Jersey
$413K +$56.3K +223 +17%
Laird Norton Wetherby Wealth Management
438
Laird Norton Wetherby Wealth Management
California
$411K +$1.01K +4 +0.3%
Wealthfront Advisers
439
Wealthfront Advisers
California
$410K +$47.7K +189 +14%
Tidal Investments
440
Tidal Investments
Wisconsin
$408K +$60.3K +239 +18%
Lido Advisors
441
Lido Advisors
California
$406K +$7.32K +29 +2%
RWMH
442
Riverpoint Wealth Management Holdings
Illinois
$406K +$505 +2 +0.1%
Verition Fund Management
443
Verition Fund Management
Connecticut
$405K -$627K -2,485 -62%
RIA
444
Realta Investment Advisors
Delaware
$401K -$22K -87 -5%
Beacon Pointe Advisors
445
Beacon Pointe Advisors
California
$396K +$87.6K +347 +30%
Thrivent Financial for Lutherans
446
Thrivent Financial for Lutherans
Minnesota
$388K -$3.03K -12 -0.8%
MA
447
MJP Associates
Connecticut
$382K +$78K +309 +27%
Fiduciary Trust
448
Fiduciary Trust
Massachusetts
$380K +$363K +1,438 New
iA Global Asset Management
449
iA Global Asset Management
Quebec, Canada
$379K -$81.5K -323 -18%
WA
450
Wealth Alliance
New York
$374K -$4.29K -17 -1%