We are live on ! Find out more
LPLA icon

LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
451
Presidio Capital Management
California
$262K +$20.6K +97 +9%
GDP
452
Great Diamond Partners
Maine
$260K -$425 -2 -0.2%
XF
453
XML Financial
Maryland
$257K +$425 +2 +0.2%
Northwestern Mutual Wealth Management
454
Northwestern Mutual Wealth Management
Wisconsin
$256K -$5.64M -26,502 -96%
PMAM
455
Picton Mahoney Asset Management
Ontario, Canada
$256K -$4.7M -22,110 -95%
BCM
456
Brookstone Capital Management
Illinois
$254K +$225K +1,056 New
YIA
457
YHB Investment Advisors
Connecticut
$252K -$133K -626 -35%
DCM
458
DGS Capital Management
New Jersey
$252K +$8.72K +41 +4%
AWM
459
Apollon Wealth Management
South Carolina
$251K +$3.83K +18 +2%
TSS
460
Two Sigma Securities
New York
$246K -$29.6K -139 -11%
PFS
461
Prospera Financial Services
Texas
$240K -$1.33M -6,266 -85%
GCM
462
Graham Capital Management
Connecticut
$240K +$235K +1,103 New
LC
463
Lindbrook Capital
California
$231K -$11.5K -54 -5%
S
464
SignatureFD
Georgia
$229K -$16.2K -76 -7%
Carson Wealth (CWM LLC)
465
Carson Wealth (CWM LLC)
Nebraska
$222K +$17K +80 +9%
MA
466
MJP Associates
Connecticut
$221K +$215K +1,010 New
AA
467
ACT Advisors
North Carolina
$219K +$213K +1,002 New
FFM
468
Forum Financial Management
Illinois
$219K +$214K +1,004 New
E
469
Ergoteles
New York
$217K +$211K +993 New
KPWS
470
Kestra Private Wealth Services
Texas
$216K -$873K -4,104 -81%
AAP
471
Arax Advisory Partners
Colorado
$212K -$11.5K -54 -5%
GC
472
Guggenheim Capital
Illinois
$209K -$206K -970 -50%
ECM
473
Elgethun Capital Management
South Dakota
$209K +$204K +958 New
GIA
474
Gladstone Institutional Advisory
Florida
$208K +$203K +953 New
CCA
475
Checchi Capital Advisers
California
$203K +$198K +929 New