We are live on ! Find out more
LPLA icon

LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
451
Carson Wealth (CWM LLC)
Nebraska
$522K -$100K -277 -15%
XF
452
XML Financial
Maryland
$522K -$155K -427 -21%
WPC
453
Wedmont Private Capital
Pennsylvania
$518K +$2.9K +8 +0.5%
Bank Julius Baer & Co
454
Bank Julius Baer & Co
Switzerland
$516K
RWMH
455
Riverpoint Wealth Management Holdings
Illinois
$514K +$725 +2 +0.1%
MA
456
MONECO Advisors
Connecticut
$514K -$14.9K -41 -3%
AssetMark Inc
457
AssetMark Inc
California
$511K +$26.1K +72 +5%
QIM
458
Quantitative Investment Management
Virginia
$506K +$552K +1,523 New
SI
459
Severin Investments
Missouri
$502K +$547K +1,510 New
CCM
460
Coldstream Capital Management
Washington
$498K -$72.1K -199 -12%
Nomura Holdings
461
Nomura Holdings
Japan
$498K +$332K +915 +157%
PI
462
Pettee Investors
Connecticut
$496K
RCM
463
Requisite Capital Management
Texas
$493K +$537K +1,482 New
DZ Bank
464
DZ Bank
Germany
$490K
FGI
465
Foresight Global Investors
New York
$485K +$529K +1,459 New
TWM
466
Thrive Wealth Management
Pennsylvania
$483K -$2.9K -8 -0.5%
AO
467
Advisor OS
Illinois
$479K -$93.2K -257 -15%
KeyBank National Association
468
KeyBank National Association
Ohio
$478K +$67.1K +185 +15%
PWPS
469
Pinnacle Wealth Planning Services
Ohio
$466K
UM
470
UniSuper Management
Australia
$466K
S
471
SignatureFD
Georgia
$465K -$15.6K -43 -3%
SWR
472
Spahn Wealth & Retirement
Arizona
$461K
Legacy Financial Group (Iowa)
473
Legacy Financial Group (Iowa)
Iowa
$459K
PJWM
474
Philip James Wealth Mangement
Georgia
$454K +$216K +597 +78%
GC
475
Gilbert & Cook
Iowa
$451K +$95K +262 +24%