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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
WPC
451
Wedmont Private Capital
Pennsylvania
$258K +$234K +1,170 New
CIBC Private Wealth Group
452
CIBC Private Wealth Group
Georgia
$257K -$54.1K -270 -19%
IB
453
Intrust Bank
Kansas
$257K -$50.1K -250 -17%
GDP
454
Great Diamond Partners
Maine
$254K -$801 -4 -0.3%
TI
455
Tidal Investments
Wisconsin
$247K -$500K -2,496 -69%
DWT
456
Dorsey & Whitney Trust
South Dakota
$242K -$3.4K -17 -2%
FCM
457
Frontier Capital Management
Massachusetts
$241K -$200 -1 -0.1%
PFS
458
Prospera Financial Services
Texas
$241K – – –
CAAS
459
Capital Asset Advisory Services
Michigan
$232K -$34.8K -174 -14%
TWM
460
Thrive Wealth Management
Pennsylvania
$232K -$6.61K -33 -3%
ESCM
461
Echo Street Capital Management
New York
$228K +$210K +1,047 New
HKIMG
462
Hutchens & Kramer Investment Management Group
Indiana
$220K +$801 +4 +0.4%
CCM
463
Coldstream Capital Management
Washington
$220K +$4.21K +21 +2%
FMAEN1
464
Fund Management at Engine No 1
California
$220K +$202K +1,011 New
FFM
465
Forum Financial Management
Illinois
$218K – – –
AAP
466
Arax Advisory Partners
Colorado
$218K +$1.6K +8 +0.8%
AWM
467
Apollon Wealth Management
South Carolina
$217K +$200K +998 New
MA
468
MJP Associates
Connecticut
$217K +$200K +998 New
MYIA
469
Mount Yale Investment Advisors
Colorado
$214K -$88.7K -443 -31%
MAM
470
Martingale Asset Management
Massachusetts
$214K +$197K +982 New
ECM
471
Elgethun Capital Management
South Dakota
$208K – – –
V
472
Veritable
Delaware
$203K -$31.4K -157 -14%
KPWS
473
Kestra Private Wealth Services
Texas
$203K -$32K -160 -15%
BFG
474
Berger Financial Group
Minnesota
$201K +$185K +924 New
HIGP
475
Hill Investment Group Partners
Missouri
$201K +$185K +923 New