We are live on ! Find out more
LPLA icon

LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Pzena Investment Management
451
Pzena Investment Management
New York
$303K -$50.6K -218 -15%
WPC
452
Wedmont Private Capital
Pennsylvania
$299K +$21.6K +93 +8%
FM
453
Foster & Motley
Ohio
$292K -$10.7K -46 -4%
TI
454
Tidal Investments
Wisconsin
$289K +$18.8K +81 +7%
SLAM
455
Swiss Life Asset Management
$287K -$7.11M -30,606 -96%
TFS
456
Thoroughbred Financial Services
Tennessee
$286K +$280K +1,206 New
KPWS
457
Kestra Private Wealth Services
Texas
$279K +$56.2K +242 +26%
MA
458
MJP Associates
Connecticut
$276K +$38.1K +164 +16%
BPA
459
Beacon Pointe Advisors
California
$268K +$262K +1,129 New
DWT
460
Dorsey & Whitney Trust
South Dakota
$266K +$1.63K +7 +0.6%
TWM
461
Thrive Wealth Management
Pennsylvania
$260K +$7.2K +31 +3%
FMAEN1
462
Fund Management at Engine No 1
California
$259K +$18.3K +79 +8%
IB
463
Intrust Bank
Kansas
$255K -$24.6K -106 -9%
FCM
464
Frontier Capital Management
Massachusetts
$255K -$8.13K -35 -3%
OWM
465
OneAscent Wealth Management
Alabama
$255K +$249K +1,073 New
HCM
466
HMS Capital Management
Tennessee
$247K -$39.7K -171 -14%
FFM
467
Forum Financial Management
Illinois
$239K
Capstone Investment Advisors
468
Capstone Investment Advisors
New York
$237K +$232K +997 New
MYIA
469
Mount Yale Investment Advisors
Colorado
$233K -$1.16K -5 -0.5%
N
470
Natixis
France
$231K -$11.2M -48,338 -98%
ECM
471
Elgethun Capital Management
South Dakota
$229K
PFS
472
Prospera Financial Services
Texas
$224K -$38.3K -165 -15%
AWA
473
Arkadios Wealth Advisors
Georgia
$222K +$217K +933 New
Carson Wealth (CWM LLC)
474
Carson Wealth (CWM LLC)
Nebraska
$221K +$8.36K +36 +4%
DT
475
Diversified Trust
Tennessee
$220K +$215K +925 New