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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
KRSITF
426
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$631K
MTC
427
Matrix Trust Company
Colorado
$630K +$702K +2,093 New
UCFA
428
United Capital Financial Advisors
Texas
$630K -$19.1K -57 -3%
SWP
429
Stratos Wealth Partners
Ohio
$627K +$5.03K +15 +0.7%
ICP
430
Impact Capital Partners
Colorado
$625K -$232K -690 -25%
GIA
431
Gateway Investment Advisers
Ohio
$608K -$501K -1,494 -43%
TWP
432
Triad Wealth Partners
Kansas
$605K +$24.8K +74 +4%
GC
433
Gilbert & Cook
Iowa
$602K +$192K +572 +40%
AWA
434
Arkadios Wealth Advisors
Georgia
$594K -$205K -610 -24%
Carson Wealth (CWM LLC)
435
Carson Wealth (CWM LLC)
Nebraska
$594K +$99K +295 +18%
AWM
436
Avior Wealth Management
Nebraska
$586K +$12.8K +38 +2%
SFS
437
Sowell Financial Services
Arkansas
$584K +$6.71K +20 +1%
OTL
438
Oak Thistle LLC
New York
$580K -$2.15M -6,422 -77%
PWA
439
Pitcairn Wealth Advisors
Pennsylvania
$578K
RPGK
440
Retirement Planning Group (Kansas)
Kansas
$568K -$23.2K -69 -4%
IIC
441
Integrated Investment Consultants
Michigan
$567K -$914K -2,724 -59%
CIA
442
Concurrent Investment Advisors
Florida
$563K -$201K -599 -24%
TCM
443
Tran Capital Management
California
$556K -$336 -1 -0.1%
NS
444
NBC Securities
Alabama
$554K -$10.4K -31 -2%
GWM
445
Gibbs Wealth Management
Georgia
$551K +$87.9K +262 +17%
KeyBank National Association
446
KeyBank National Association
Ohio
$545K +$119K +355 +24%
Prudential Financial
447
Prudential Financial
New Jersey
$545K -$2.64M -7,871 -81%
LNWTC
448
Laird Norton Wetherby Trust Company
Washington
$541K -$22.1K -66 -4%
IFG
449
Independent Financial Group
California
$541K +$336 +1 +0.1%
LFG
450
Larson Financial Group
Missouri
$535K +$575K +1,713 +2,635%