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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
HPC
501
HM Payson & Co
Maine
$9K +$9.5K +50 New
BIA
502
Bell Investment Advisors
California
$8K +$8.74K +46 New
SC
503
Schubert & Co
Texas
$7K +$3.61K +19 +100%
ACM
504
AUA Capital Management
Pennsylvania
$6K -$190 -1 -3%
CFO
505
CVA Family Office
Colorado
$6K +$950 +5 +20%
GWS
506
Glassman Wealth Services
Virginia
$6K +$1.71K +9 +35%
HWA
507
HHM Wealth Advisors
Tennessee
$6K +$6.08K +32 New
FCA
508
FinTrust Capital Advisors
South Carolina
$6K +$6.27K +33 New
MFT
509
Moisand Fitzgerald Tamayo
Florida
$5K -$1.71K -9 -24%
EARNEST Partners
510
EARNEST Partners
Georgia
$5K
TJHA
511
Thomas J. Herzfeld Advisors
Florida
$5K
WT
512
Washington Trust
Rhode Island
$5K
CA
513
Crewe Advisors
Utah
$5K +$4.75K +25 New
CB
514
CNB Bank
Pennsylvania
$4K
CWP
515
Concord Wealth Partners
Virginia
$4K
IRAG
516
Investment Research & Advisory Group
Georgia
$4K
DI
517
Disciplined Investments
Oklahoma
$4K +$760 +4 +25%
UWM
518
Urban Wealth Management
California
$4K +$3.99K +21 New
SFO
519
Standard Family Office
South Dakota
$4K +$4.56K +24 New
Bank of Montreal
520
Bank of Montreal
Ontario, Canada
$3.89K +$2.61M +13,759 +210%
PFBT
521
Parkside Financial Bank & Trust
Missouri
$3K +$2.09K +11 +367%
BCWM
522
Bartlett & Co Wealth Management
Ohio
$2.21K +$2.28K +12 New
MPWT
523
MassMutual Private Wealth & Trust
Connecticut
$2K -$1.14K -6 -35%
GWSG
524
GPS Wealth Strategies Group
Colorado
$2K
LF
525
Lee Financial
Texas
$2K