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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
UWS
451
Unique Wealth Strategies
Illinois
$442K
DWM
452
Dynasty Wealth Management
Florida
$441K +$205K +757 +92%
PCM
453
Pennsylvania Capital Management
Pennsylvania
$439K
LNWWM
454
Laird Norton Wetherby Wealth Management
California
$435K +$1.36K +5 +0.3%
Pzena Investment Management
455
Pzena Investment Management
New York
$430K +$142K +522 +51%
RWMH
456
Riverpoint Wealth Management Holdings
Illinois
$429K +$271 +1 +0.1%
MA
457
MJP Associates
Connecticut
$425K +$20.9K +77 +5%
IIC
458
Ironwood Investment Counsel
Arizona
$425K -$143K -525 -26%
FRM
459
Fox Run Management
Connecticut
$422K -$423K -1,557 -51%
DCM
460
DGS Capital Management
New Jersey
$421K -$31.8K -117 -7%
CL
461
Choreo LLC
Illinois
$415K +$400K +1,474 New
S
462
SignatureFD
Georgia
$414K +$22.3K +82 +6%
CF
463
Corebridge Financial
Texas
$414K +$402K +1,481 New
AWM
464
Axxcess Wealth Management
California
$406K -$207K -763 -34%
VWM
465
Valley Wealth Managers
New Jersey
$401K -$34.2K -126 -8%
WA
466
Wealth Alliance
New York
$396K +$543 +2 +0.1%
SOMRS
467
State of Michigan Retirement System
Michigan
$391K -$81.4K -300 -18%
OTL
468
Oak Thistle LLC
New York
$389K -$143K -526 -27%
CCM
469
Coldstream Capital Management
Washington
$383K +$3.8K +14 +1%
GCP
470
GSA Capital Partners
United Kingdom
$383K +$13.6K +50 +4%
Legacy Financial Group (Iowa)
471
Legacy Financial Group (Iowa)
Iowa
$382K
FTDI
472
First Trust Direct Indexing
Massachusetts
$379K +$368K +1,357 New
TFS
473
Thoroughbred Financial Services
Tennessee
$379K +$369K +1,359 New
CG
474
Cynosure Group
Utah
$374K +$47.5K +175 +15%
SWM
475
SFG Wealth Management
Maryland
$374K +$271 +1 +0.1%