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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
MLL
501
Moody Lynn & Lieberson
Massachusetts
$338K -$2.1K -7 -0.6%
OWA
502
One Wealth Advisors
California
$337K +$3.6K +12 +1%
SLI
503
Sumitomo Life Insurance
Japan
$336K -$6.9K -23 -2%
SWM
504
SFG Wealth Management
Maryland
$336K
ONB
505
Old National Bancorp
Indiana
$332K -$18.9K -63 -5%
Lido Advisors
506
Lido Advisors
California
$325K -$436K -1,454 -56%
CG
507
Caprock Group
Idaho
$325K -$553K -1,841 -61%
PAM
508
Panagora Asset Management
Massachusetts
$324K
BJL
509
Brighton Jones LLC
Washington
$321K +$12.9K +43 +4%
AC
510
AlphaCore Capital
California
$321K +$342K +1,140 New
Nisa Investment Advisors
511
Nisa Investment Advisors
Missouri
$320K -$20.1K -67 -6%
CAM
512
Concorde Asset Management
Michigan
$317K -$3K -10 -0.9%
BOM
513
Bank of Marin
California
$317K +$337K +1,124 New
OAM
514
Oxford Asset Management
United Kingdom
$316K +$336K +1,121 New
SFI
515
Siemens Fonds Invest
Germany
$315K
BTWM
516
Baker Tilly Wealth Management
Wisconsin
$313K +$48.6K +162 +17%
VA
517
Veratis Advisors
North Carolina
$310K +$330K +1,100 New
TWM
518
Thrive Wealth Management
Pennsylvania
$307K -$300 -1 -0.1%
PWM
519
Perigon Wealth Management
California
$303K -$2.1K -7 -0.6%
OIA
520
OneDigital Investment Advisors
Kansas
$297K -$670K -2,231 -68%
EGM
521
Engineers Gate Manager
New York
$295K +$314K +1,047 New
VR
522
Vision Retirement
New Jersey
$294K
PJWM
523
Philip James Wealth Mangement
Georgia
$293K -$120K -401 -28%
IAIM
524
International Assets Investment Management
Florida
$289K -$15.3K -51 -5%
IFWM
525
Institute for Wealth Management
Colorado
$289K