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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
476
United Capital Financial Advisors
Texas
$273K -$127K -562 -32%
EWA
477
EP Wealth Advisors
California
$272K +$80.7K +358 +44%
AIC
478
Archer Investment Corporation
Indiana
$272K -$191K -847 -42%
CTC
479
Cetera Trust Company
Minnesota
$270K
OCBCO
480
Oversea-Chinese Banking Corp (OCBC)
Singapore
$268K -$520K -2,306 -67%
BPA
481
Beacon Pointe Advisors
California
$267K -$16K -71 -6%
MWA
482
MFA Wealth Advisors
Pennsylvania
$267K +$9.69K +43 +4%
PI
483
PFG Investments
New York
$266K +$258K +1,145 New
HIGP
484
Hill Investment Group Partners
Missouri
$263K -$2.03K -9 -1%
SIA
485
Schechter Investment Advisors
Michigan
$257K -$22.3K -99 -8%
RFO
486
RiverGlades Family Offices
Florida
$256K +$248K +1,100 New
MFG
487
Merit Financial Group
Georgia
$252K +$244K +1,082 New
FCB
488
First County Bank
Connecticut
$250K -$33.3K -148 -12%
CIA
489
Concurrent Investment Advisors
Florida
$247K +$8.34K +37 +4%
Carson Wealth (CWM LLC)
490
Carson Wealth (CWM LLC)
Nebraska
$246K -$33.1K -147 -12%
SI
491
Stephens Inc
Arkansas
$245K +$11.7K +52 +5%
CL
492
Choreo LLC
Illinois
$243K -$94K -417 -28%
MYAM
493
Meiji Yasuda Asset Management
Japan
$242K
TSWM
494
Tyler-Stone Wealth Management
Ohio
$241K +$117K +520 +100%
NWAG
495
Net Worth Advisory Group
Utah
$240K +$232K +1,029 New
OFS
496
OneAscent Financial Services
Alabama
$237K -$21K -93 -8%
FFM
497
Forum Financial Management
Illinois
$235K -$676 -3 -0.3%
ProShare Advisors
498
ProShare Advisors
Maryland
$233K -$59.5K -264 -21%
GM
499
GeoWealth Management
Illinois
$228K +$20.7K +92 +10%
HWM
500
HB Wealth Management
Georgia
$226K -$56.1K -249 -20%