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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CM
476
Capula Management
Cayman Islands
$600K +$561K +1,600 New
MA
477
MONECO Advisors
Connecticut
$594K -$93.2K -266 -14%
PW
478
Potentia Wealth
California
$592K
PCM
479
Pennsylvania Capital Management
Pennsylvania
$589K
WEG
480
World Equity Group
Illinois
$582K +$253K +723 +87%
Bank Julius Baer & Co
481
Bank Julius Baer & Co
Switzerland
$581K +$543K +1,550 New
RWMH
482
Riverpoint Wealth Management Holdings
Illinois
$579K +$350 +1 +0.1%
DCM
483
DGS Capital Management
New Jersey
$577K +$68K +194 +14%
OIS
484
Okabena Investment Services
Minnesota
$575K -$72.5K -207 -12%
BEI
485
Benjamin Edwards Inc
Missouri
$560K +$265K +755 +102%
PI
486
Pettee Investors
Connecticut
$559K +$522K +1,490 New
YC
487
Yarbrough Capital
Tennessee
$555K -$659K -1,880 -56%
DZ Bank
488
DZ Bank
Germany
$552K -$628K -1,792 -55%
AssetMark Inc
489
AssetMark Inc
California
$549K +$83.4K +238 +19%
TWM
490
Thrive Wealth Management
Pennsylvania
$547K +$19.6K +56 +4%
BPA
491
Beacon Pointe Advisors
California
$544K +$350 +1 +0.1%
S
492
SignatureFD
Georgia
$540K -$39.2K -112 -7%
GC
493
Globeflex Capital
California
$532K
SWP
494
Sagespring Wealth Partners
Tennessee
$530K +$26.6K +76 +6%
SRL
495
Scientech Research LLC
New Jersey
$530K +$495K +1,413 New
JSAM
496
J. Safra Asset Management
New York
$528K +$61K +174 +14%
UM
497
UniSuper Management
Australia
$525K -$70.1K -200 -13%
PWPS
498
Pinnacle Wealth Planning Services
Ohio
$525K +$1.4K +4 +0.3%
WIA
499
World Investment Advisors
California
$525K +$490K +1,400 New
SWR
500
Spahn Wealth & Retirement
Arizona
$520K