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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
HIGP
501
Hill Investment Group Partners
Missouri
$245K +$252 +1 +0.1%
QC
502
Quent Capital
New York
$231K +$757 +3 +0.3%
GC
503
Guggenheim Capital
Illinois
$231K +$221K +875 New
PWM
504
Perigon Wealth Management
California
$230K +$220K +870 New
LC
505
Lindbrook Capital
California
$230K -$3.53K -14 -2%
VSQM
506
V-Square Quantitative Management
Illinois
$228K – – –
TFGT
507
TS Financial Group (TSFG)
Illinois
$228K – – –
SI
508
Stephens Inc
Arkansas
$224K +$214K +846 New
SWS
509
SYSTM Wealth Solutions
Illinois
$218K +$81.8K +324 +65%
TCA
510
Transcend Capital Advisors
New Jersey
$217K +$208K +823 New
DWM
511
Dynasty Wealth Management
Florida
$217K +$207K +822 New
BFG
512
Berger Financial Group
Minnesota
$214K -$22K -87 -10%
CI
513
Cigna Investments
Connecticut
$211K +$202K +799 New
CRC
514
Curi RMB Capital
Illinois
$211K +$201K +798 New
ZIC
515
ZWJ Investment Counsel
Georgia
$210K +$201K +796 New
EBA
516
Eagle Bay Advisors
New York
$209K -$57.5K -228 -22%
SFA
517
Sequoia Financial Advisors
Ohio
$208K +$198K +786 New
GM
518
GeoWealth Management
Illinois
$204K +$195K +774 New
JWCA
519
J.W. Coons Advisors
Ohio
$203K +$194K +770 New
MPM
520
MBB Public Markets
Illinois
$203K +$194K +767 New
Capstone Investment Advisors
521
Capstone Investment Advisors
New York
$202K -$86.6K -343 -31%
Caisse de Depot et Placement du Quebec (CDPQ)
522
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$201K -$6.42M -25,419 -97%
SAI
523
Systematic Alpha Investments
New Jersey
$201K – – –
MG
524
Mather Group
Illinois
$200K – – –
QT
525
Quantbot Technologies
New York
$198K +$190K +751 New