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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
426
Thrivent Financial for Lutherans
Minnesota
$843K
MOACM
427
Mutual of America Capital Management
New York
$841K -$124K -355 -12%
LCGC
428
Legacy Capital Group California
California
$831K +$884K +2,539 New
PA
429
Parallel Advisors
California
$829K +$19.2K +55 +2%
GWAG
430
Garrett Wealth Advisory Group
Texas
$818K -$250K -719 -22%
RWM
431
Ritholtz Wealth Management
New York
$810K +$348 +1 +0%
FT
432
Fiduciary Trust
Massachusetts
$797K +$201K +576 +31%
AF
433
Alerus Financial
North Dakota
$792K +$843K +2,422 New
EAMA
434
EFG Asset Management (Americas)
Florida
$787K +$838K +2,406 New
CPBTD
435
Central Pacific Bank - Trust Division
Hawaii
$784K +$638K +1,833 +325%
AAS
436
Avantax Advisory Services
Texas
$766K +$122K +351 +18%
HAG
437
HighPoint Advisor Group
Illinois
$758K +$78.7K +226 +11%
LCOV
438
London Company of Virginia
Virginia
$743K
HFO
439
Heritage Family Offices
Arizona
$742K +$181K +520 +30%
SPIA
440
Steward Partners Investment Advisory
New York
$742K -$47.7K -137 -6%
GP
441
Greenline Partners
New York
$741K
VWM
442
Valley Wealth Managers
New Jersey
$741K -$19.2K -55 -2%
SI
443
Stephens Inc
Arkansas
$739K +$425K +1,220 +118%
MAM
444
Martingale Asset Management
Massachusetts
$737K +$785K +2,253 New
Assenagon Asset Management
445
Assenagon Asset Management
Luxembourg
$732K -$10.1M -28,970 -93%
EA
446
Everpar Advisors
Oklahoma
$724K -$76.6K -220 -9%
RFP
447
Root Financial Partners
California
$720K +$3.13K +9 +0.4%
KRSITF
448
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$708K +$754K +2,164 New
SIA
449
Schechter Investment Advisors
Michigan
$706K -$210K -602 -22%
GWM
450
Gibbs Wealth Management
Georgia
$700K +$157K +452 +27%