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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
NC
501
NewSquare Capital
Pennsylvania
$124K
KI
502
Kapitalo Investimentos
Brazil
$119K +$34.6K +154 +42%
TSWM
503
Tyler-Stone Wealth Management
Ohio
$118K -$11.2K -50 -9%
QCG
504
Quadrant Capital Group
Ohio
$117K -$7.87K -35 -6%
CI Investments Inc
505
CI Investments Inc
Ontario, Canada
$114K -$2.7K -12 -2%
SWS
506
SYSTM Wealth Solutions
Illinois
$114K +$112K +500 New
AssetMark Inc
507
AssetMark Inc
California
$112K +$31.2K +139 +39%
PTC
508
Private Trust Company
Ohio
$108K
PWMG
509
Provence Wealth Management Group
California
$107K
T
510
Tidemark
California
$107K +$106K +471 New
FDCDDQ
511
Federation des caisses Desjardins du Quebec
Quebec, Canada
$105K -$10.1K -45 -9%
CT
512
Colonial Trust
South Carolina
$104K +$89.5K +398 +698%
ADL
513
Asset Dedication LLC
California
$103K
DGAM
514
Desjardins Global Asset Management
Quebec, Canada
$102K +$1.35K +6 +1%
AF
515
Allworth Financial
California
$101K -$6.29K -28 -6%
FHA
516
First Horizon Advisors
Tennessee
$93.6K -$19.1K -85 -17%
GCM
517
Gables Capital Management
Florida
$91K
AT
518
Arlington Trust
Alabama
$88.8K +$87.7K +390 New
IGWM
519
ICA Group Wealth Management
Colorado
$88.5K +$87.4K +389 New
CA
520
Clearstead Advisors
Ohio
$88.1K -$51K -227 -37%
C
521
Covestor
United Kingdom
$88K -$7.19K -32 -8%
CTC
522
Central Trust Company
Missouri
$83.5K -$4.72K -21 -5%
BFEC
523
Benjamin F. Edwards & Company
Missouri
$80K +$79.1K +352 New
PCM
524
Penserra Capital Management
California
$77K -$877K -3,900 -92%
GRP
525
Global Retirement Partners
California
$74.6K -$31.9K -142 -31%