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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
451
CIBC Private Wealth Group
Georgia
$257K -$54.1K -270 -19%
IB
452
Intrust Bank
Kansas
$257K -$50.1K -250 -17%
GDP
453
Great Diamond Partners
Maine
$254K -$801 -4 -0.3%
TI
454
Tidal Investments
Wisconsin
$247K -$500K -2,496 -69%
DWT
455
Dorsey & Whitney Trust
South Dakota
$242K -$3.4K -17 -2%
FCM
456
Frontier Capital Management
Massachusetts
$241K -$200 -1 -0.1%
PFS
457
Prospera Financial Services
Texas
$241K
CAAS
458
Capital Asset Advisory Services
Michigan
$232K -$34.8K -174 -14%
TWM
459
Thrive Wealth Management
Pennsylvania
$232K -$6.61K -33 -3%
ESCM
460
Echo Street Capital Management
New York
$228K +$210K +1,047 New
HKIMG
461
Hutchens & Kramer Investment Management Group
Indiana
$220K +$801 +4 +0.4%
CCM
462
Coldstream Capital Management
Washington
$220K +$4.21K +21 +2%
FMAEN1
463
Fund Management at Engine No 1
California
$220K +$202K +1,011 New
FFM
464
Forum Financial Management
Illinois
$218K
AAP
465
Arax Advisory Partners
Colorado
$218K +$1.6K +8 +0.8%
AWM
466
Apollon Wealth Management
South Carolina
$217K +$200K +998 New
MA
467
MJP Associates
Connecticut
$217K +$200K +998 New
MYIA
468
Mount Yale Investment Advisors
Colorado
$214K -$88.7K -443 -31%
MAM
469
Martingale Asset Management
Massachusetts
$214K +$197K +982 New
ECM
470
Elgethun Capital Management
South Dakota
$208K
V
471
Veritable
Delaware
$203K -$31.4K -157 -14%
KPWS
472
Kestra Private Wealth Services
Texas
$203K -$32K -160 -15%
BFG
473
Berger Financial Group
Minnesota
$201K +$185K +924 New
HIGP
474
Hill Investment Group Partners
Missouri
$201K +$185K +923 New
Carson Wealth (CWM LLC)
475
Carson Wealth (CWM LLC)
Nebraska
$194K -$23.2K -116 -11%