LPLA icon

LPL Financial
LPLA

Name Holding Trade Value Shares
Change 		Change in
Stake
1C
501
111 Capital
France
$358K +$324K +1,096 New
TSWM
502
Tyler-Stone Wealth Management
Ohio
$351K +$11.2K +38 +4%
CIA
503
Concurrent Investment Advisors
Florida
$348K +$296 +1 +0.1%
MWA
504
MFA Wealth Advisors
Pennsylvania
$343K -$28.4K -96 -8%
PS
505
Principal Securities
Iowa
$343K +$28.1K +95 +10%
VT
506
Vise Technologies
New York
$342K +$310K +1,047 New
PWG
507
Portside Wealth Group
Utah
$341K +$32.5K +110 +12%
MYAM
508
Meiji Yasuda Asset Management
Japan
$340K – – –
AC
509
ASB Consultores
Florida
$340K +$53.2K +180 +21%
SI
510
Stephens Inc
Arkansas
$339K -$4.73K -16 -2%
NWAG
511
Net Worth Advisory Group
Utah
$337K +$1.18K +4 +0.4%
MC
512
MIG Capital
California
$335K +$303K +1,026 New
MGP
513
Metis Global Partners
California
$331K +$20.7K +70 +7%
OWA
514
One Wealth Advisors
California
$331K +$300K +1,015 New
FFM
515
Forum Financial Management
Illinois
$330K +$296 +1 +0.1%
DO
516
denkapparat Operations
Germany
$328K +$297K +1,006 New
CBUSF
517
Construction & Building Unions Superannuation Fund
Australia
$327K +$296K +1,000 New
DBG
518
De Burlo Group
Massachusetts
$327K +$296K +1,000 New
TSS
519
Two Sigma Securities
New York
$324K -$334K -1,129 -53%
EWA
520
EP Wealth Advisors
California
$323K -$54.1K -183 -16%
DWM
521
Dakota Wealth Management
Florida
$322K +$292K +986 New
AWM
522
Apollon Wealth Management
South Carolina
$317K +$18.6K +63 +7%
HKIMG
523
Hutchens & Kramer Investment Management Group
Indiana
$313K +$15.1K +51 +6%
LI
524
LRI Investments
Florida
$301K -$60K -203 -18%
MG
525
Mather Group
Illinois
$299K +$10.6K +36 +4%
19 20
21
22 23