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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
HSA
501
HBK Sorce Advisory
Pennsylvania
$220K +$238K +1,018 New
HKIMG
502
Hutchens & Kramer Investment Management Group
Indiana
$220K -$108K -462 -31%
CMBA
503
C.M. Bidwell & Associates
Hawaii
$219K +$237K +1,013 New
FFM
504
Forum Financial Management
Illinois
$217K – – –
LC
505
Lindbrook Capital
California
$217K -$12.6K -54 -5%
AA
506
ACT Advisors
North Carolina
$216K -$234 -1 -0.1%
BCV
507
Banque Cantonale Vaudoise
Switzerland
$216K -$701K -3,000 -75%
TWM
508
Thrive Wealth Management
Pennsylvania
$216K -$80.4K -344 -26%
NA
509
NewEdge Advisors
Louisiana
$215K -$292K -1,251 -37%
AC
510
AXQ Capital
New Jersey
$211K +$228K +976 New
AAP
511
Arax Advisory Partners
Colorado
$210K +$468 +2 +0.2%
Simplex Trading
512
Simplex Trading
Illinois
$210K -$113K -482 -33%
AR
513
Advisory Research
Illinois
$210K -$338K -1,448 -60%
AWM
514
Apollon Wealth Management
South Carolina
$208K -$43.5K -186 -16%
ECM
515
Elgethun Capital Management
South Dakota
$207K – – –
EP
516
Edgestream Partners
New Jersey
$206K -$226K -966 -50%
FP
517
Foundry Partners
Minnesota
$203K +$219K +938 New
FHA
518
First Horizon Advisors
Tennessee
$191K +$84.6K +362 +70%
DFCM
519
Dark Forest Capital Management
Puerto Rico
$187K -$2.58M -11,045 -93%
BAM
520
Belpointe Asset Management
Nevada
$186K -$9.12K -39 -4%
TFGT
521
TS Financial Group (TSFG)
Illinois
$186K – – –
QC
522
Quent Capital
New York
$166K +$24.1K +103 +15%
O
523
Ossiam
France
$165K – – –
Acadian Asset Management
524
Acadian Asset Management
Massachusetts
$153K +$166K +710 New
TFA
525
Toth Financial Advisory
Virginia
$144K – – –