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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
GP
426
Greenline Partners
New York
$809K
Thrivent Financial for Lutherans
427
Thrivent Financial for Lutherans
Minnesota
$807K -$48.8K -138 -6%
UBP
428
Union Bancaire Privee
Switzerland
$800K +$772K +2,183 New
UCFA
429
United Capital Financial Advisors
Texas
$768K -$1.05M -2,964 -58%
KRSITF
430
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$749K
SWP
431
Stratos Wealth Partners
Ohio
$740K -$9.2K -26 -1%
SCA
432
Snowden Capital Advisors
New York
$724K +$5.3K +15 +0.7%
Jones Financial Companies
433
Jones Financial Companies
Missouri
$720K +$316K +894 +80%
Two Sigma Investments
434
Two Sigma Investments
New York
$705K -$318K -900 -31%
GCM
435
Genus Capital Management
British Columbia, Canada
$704K -$3.36M -9,490 -83%
RPGK
436
Retirement Planning Group (Kansas)
Kansas
$699K +$48.5K +137 +8%
LCM
437
Legato Capital Management
California
$694K +$688K +1,944 New
TWP
438
Triad Wealth Partners
Kansas
$692K +$685K +1,937 New
SFS
439
Sowell Financial Services
Arkansas
$686K -$19.8K -56 -3%
HFO
440
Heritage Family Offices
Arizona
$683K -$73.2K -207 -10%
AWM
441
Avior Wealth Management
Nebraska
$682K -$103K -290 -13%
NS
442
NBC Securities
Alabama
$669K -$10.6K -30 -2%
LNWTC
443
Laird Norton Wetherby Trust Company
Washington
$666K +$660K +1,866 New
TCM
444
Tran Capital Management
California
$660K -$249K -705 -28%
BIM
445
Bridges Investment Management
Nebraska
$660K +$178K +504 +38%
HCPC
446
Hamilton Capital Partners (Canada)
$655K +$59.8K +169 +10%
CL
447
Choreo LLC
Illinois
$653K -$34K -96 -5%
CG
448
Caprock Group
Idaho
$653K -$193K -546 -23%
Lido Advisors
449
Lido Advisors
California
$646K +$29.7K +84 +5%
SWM
450
Spire Wealth Management
Virginia
$644K -$71.8K -203 -10%