We are live on ! Find out more
LPLA icon

LPL Financial
LPLA

Name Holding Trade Value Shares
Change 		Change in
Stake
MYAM
501
Meiji Yasuda Asset Management
Japan
$290K -$13.6K -50 -5%
AWM
502
Apollon Wealth Management
South Carolina
$289K +$4.34K +16 +2%
CIA
503
Concurrent Investment Advisors
Florida
$287K +$278K +1,026 New
RIM
504
Rakuten Investment Management
Japan
$283K +$100K +370 +57%
FFM
505
Forum Financial Management
Illinois
$283K +$1.09K +4 +0.4%
SI
506
Stephens Inc
Arkansas
$280K +$42.3K +156 +18%
DWT
507
Dorsey & Whitney Trust
South Dakota
$279K -$31.5K -116 -10%
PIM
508
Plato Investment Management
Australia
$274K – – –
DWM
509
Drive Wealth Management
Utah
$269K +$8.96K +33 +4%
ECM
510
Elgethun Capital Management
South Dakota
$268K – – –
IB
511
Intrust Bank
Kansas
$256K -$9.23K -34 -4%
BRWA
512
B. Riley Wealth Advisors
Florida
$251K -$356K -1,311 -59%
KPWS
513
Kestra Private Wealth Services
Texas
$251K -$14.7K -54 -6%
MGP
514
Metis Global Partners
California
$251K -$17.1K -63 -7%
HKIMG
515
Hutchens & Kramer Investment Management Group
Indiana
$248K +$239K +880 New
GM
516
GeoWealth Management
Illinois
$248K +$30.9K +114 +15%
QC
517
Quent Capital
New York
$245K +$271 +1 +0.1%
LC
518
Lindbrook Capital
California
$244K +$814 +3 +0.3%
VSQM
519
V-Square Quantitative Management
Illinois
$242K +$543 +2 +0.2%
TFGT
520
TS Financial Group (TSFG)
Illinois
$241K +$271 +1 +0.1%
SFA
521
Sequoia Financial Advisors
Ohio
$239K +$19.3K +71 +9%
PWM
522
Perigon Wealth Management
California
$236K -$6.79K -25 -3%
MG
523
Mather Group
Illinois
$236K +$3.26K +12 +1%
TCM
524
Teza Capital Management
Illinois
$232K +$226K +831 New
BFG
525
Berger Financial Group
Minnesota
$230K +$3.53K +13 +2%
19 20
21
22 23