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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
OIS
451
Okabena Investment Services
Minnesota
$513K +$464K +1,570 New
MPW
452
Magnolia Private Wealth
Pennsylvania
$506K +$459K +1,551 New
EWA
453
EverSource Wealth Advisors
Alabama
$503K +$3.25K +11 +0.7%
RWMH
454
Riverpoint Wealth Management Holdings
Illinois
$503K +$591 +2 +0.1%
CFB
455
Cullen/Frost Bankers
Texas
$494K -$25.4K -86 -5%
TFS
456
Thoroughbred Financial Services
Tennessee
$491K +$42.9K +145 +11%
WA
457
Wealth Alliance
New York
$484K +$8.87K +30 +2%
Cambridge Investment Research Advisors
458
Cambridge Investment Research Advisors
Iowa
$483K -$122K -411 -22%
SAM
459
Shell Asset Management
Netherlands
$478K -$75.1K -254 -15%
National Bank of Canada
460
National Bank of Canada
Quebec, Canada
$477K +$324K +1,097 +301%
BPA
461
Beacon Pointe Advisors
California
$473K +$88.7K +300 +26%
PAM
462
Panagora Asset Management
Massachusetts
$468K -$290K -981 -41%
GC
463
Globeflex Capital
California
$464K -$996K -3,368 -70%
FDP
464
Financiere des Professionnels
Quebec, Canada
$461K -$633K -2,139 -60%
SWR
465
Spahn Wealth & Retirement
Arizona
$457K +$414K +1,400 New
PWPS
466
Pinnacle Wealth Planning Services
Ohio
$450K +$408K +1,379 New
CF
467
Corebridge Financial
Texas
$448K -$16.9K -57 -4%
IIC
468
Ironwood Investment Counsel
Arizona
$447K -$26.6K -90 -6%
Legacy Financial Group (Iowa)
469
Legacy Financial Group (Iowa)
Iowa
$446K +$404K +1,366 New
SWM
470
SFG Wealth Management
Maryland
$442K +$4.14K +14 +1%
S
471
SignatureFD
Georgia
$441K +$12.1K +41 +3%
AWM
472
Axxcess Wealth Management
California
$436K -$7.69K -26 -2%
SWP
473
Sagespring Wealth Partners
Tennessee
$436K +$394K +1,334 New
PTC
474
Petrus Trust Company
Texas
$431K +$390K +1,319 New
Los Angeles Capital Management
475
Los Angeles Capital Management
California
$429K – – –