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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
DCM
476
DGS Capital Management
New Jersey
$266K +$38.6K +169 +15%
FFL
477
Future Fund LLC
Illinois
$266K -$30.9K -135 -9%
AWS
478
Atria Wealth Solutions
New York
$264K -$364K -1,594 -55%
HCM
479
HMS Capital Management
Tennessee
$254K -$19.7K -86 -6%
CAAS
480
Capital Asset Advisory Services
Michigan
$248K -$127K -554 -31%
AAIS
481
ABN AMRO Investment Solutions
$244K +$275K +1,205 New
BCM
482
BTC Capital Management
Iowa
$241K -$126K -551 -32%
AIG
483
American International Group
New York
$240K -$8K -35 -3%
GDP
484
Great Diamond Partners
Maine
$237K -$1.14K -5 -0.4%
CCM
485
CTC Capital Management
Illinois
$233K -$11.4K -50 -4%
LNWWM
486
Laird Norton Wetherby Wealth Management
California
$231K -$21.9K -96 -8%
DWT
487
Dorsey & Whitney Trust
South Dakota
$229K -$19.4K -85 -7%
FCM
488
Frontier Capital Management
Massachusetts
$225K -$60.2M -263,281 -100%
PFS
489
Prospera Financial Services
Texas
$224K +$4.34K +19 +2%
TWM
490
Thrive Wealth Management
Pennsylvania
$222K +$23.1K +101 +10%
KPWS
491
Kestra Private Wealth Services
Texas
$221K +$250K +1,093 New
V
492
Veritable
Delaware
$221K +$249K +1,091 New
PMEF
493
Point72 Middle East FZE
United Arab Emirates
$215K +$243K +1,064 New
BPA
494
Beacon Pointe Advisors
California
$215K +$242K +1,060 New
OC
495
Oppenheimer & Co
New York
$210K -$17.6K -77 -7%
FRM
496
Fox Run Management
Connecticut
$209K -$384K -1,681 -62%
SG Americas Securities
497
SG Americas Securities
New York
$206K +$233K +1,019 New
AWM
498
AE Wealth Management
Kansas
$205K +$231K +1,012 New
HKIMG
499
Hutchens & Kramer Investment Management Group
Indiana
$204K -$2.06K -9 -0.9%
Carson Wealth (CWM LLC)
500
Carson Wealth (CWM LLC)
Nebraska
$204K -$25.6K -112 -10%