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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
SMF
451
Scott Marsh Financial
Utah
$706K +$659K +1,882 New
GIA
452
Gladstone Institutional Advisory
Florida
$695K -$57.8K -165 -8%
Carson Wealth (CWM LLC)
453
Carson Wealth (CWM LLC)
Nebraska
$692K -$327K -932 -34%
AAM
454
Advisors Asset Management
Colorado
$691K +$116K +331 +22%
SSWM
455
Sheets Smith Wealth Management
North Carolina
$682K +$638K +1,820 New
YCM
456
Yousif Capital Management
Michigan
$676K +$1.75K +5 +0.3%
DFCM
457
Dark Forest Capital Management
Puerto Rico
$672K +$628K +1,793 New
CAM
458
Cresset Asset Management
Illinois
$671K +$345K +986 +123%
CA
459
CoreCap Advisors
Michigan
$671K +$567K +1,619 +958%
WA
460
Wealth Alliance
New York
$643K +$21.4K +61 +4%
CCM
461
Coldstream Capital Management
Washington
$636K -$1.4K -4 -0.2%
AO
462
Advisor OS
Illinois
$636K -$28.7K -82 -5%
SI
463
Stephens Inc
Arkansas
$636K -$197K -562 -25%
VWM
464
Venturi Wealth Management
Texas
$635K -$142K -406 -19%
SWMG
465
Sanchez Wealth Management Group
Florida
$633K +$350 +1 +0.1%
SFA
466
Sequoia Financial Advisors
Ohio
$627K +$119K +341 +26%
MPW
467
Magnolia Private Wealth
Pennsylvania
$623K +$11.6K +33 +2%
AWM
468
Apollon Wealth Management
South Carolina
$622K +$137K +391 +31%
ONB
469
Old National Bancorp
Indiana
$621K +$81.3K +232 +16%
WPC
470
Wedmont Private Capital
Pennsylvania
$619K +$6.66K +19 +1%
QCG
471
Quadrant Capital Group
Ohio
$615K -$13K -37 -2%
HCPC
472
Hamilton Capital Partners (Canada)
$613K
QCM
473
Qsemble Capital Management
New York
$609K +$569K +1,624 New
SC
474
SummitTX Capital
Texas
$602K -$1.75M -5,008 -76%
AWA
475
Arkadios Wealth Advisors
Georgia
$601K +$215K +615 +62%