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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
451
Independent Financial Group
California
$641K +$635K +1,796 New
OIMU
452
Osmosis Investment Management UK
United Kingdom
$641K +$635K +1,795 New
CAM
453
Cresset Asset Management
Illinois
$634K +$7.43K +21 +1%
CCM
454
Coldstream Capital Management
Washington
$624K +$88.4K +250 +17%
YCM
455
Yousif Capital Management
Michigan
$612K -$13.4K -38 -2%
SWMG
456
Sanchez Wealth Management Group
Florida
$612K +$7.78K +22 +1%
PP
457
Prudential plc
United Kingdom
$600K
Carson Wealth (CWM LLC)
458
Carson Wealth (CWM LLC)
Nebraska
$599K +$38.6K +109 +7%
EA
459
Emerald Advisers
Pennsylvania
$597K -$26.2K -74 -4%
CFG
460
Compton Financial Group
Maryland
$595K -$23K -65 -4%
QCG
461
Quadrant Capital Group
Ohio
$590K +$4.24K +12 +0.7%
WA
462
Wealth Alliance
New York
$589K +$27.9K +79 +5%
DCM
463
DGS Capital Management
New Jersey
$589K +$23.7K +67 +4%
MPW
464
Magnolia Private Wealth
Pennsylvania
$588K -$3.54K -10 -0.6%
WPC
465
Wedmont Private Capital
Pennsylvania
$584K -$2.83K -8 -0.5%
PWA
466
Pitcairn Wealth Advisors
Pennsylvania
$578K +$572K +1,618 New
GWM
467
Gibbs Wealth Management
Georgia
$564K -$75K -212 -12%
PW
468
Potentia Wealth
California
$564K
PCM
469
Pennsylvania Capital Management
Pennsylvania
$561K
TWM
470
Thrive Wealth Management
Pennsylvania
$561K +$41.7K +118 +8%
XF
471
XML Financial
Maryland
$561K +$354 +1 +0.1%
NEI
472
Northwest & Ethical Investments
Ontario, Canada
$558K +$548K +1,550 New
MA
473
MONECO Advisors
Connecticut
$553K +$1.06K +3 +0.2%
GRP
474
Global Retirement Partners
California
$543K +$296K +838 +123%
MFS
475
Mirabella Financial Services
United Kingdom
$540K +$534K +1,511 New