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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
FAM
501
Fairtree Asset Management
South Africa
$475K +$506K +1,453 New
BPA
502
Beacon Pointe Advisors
California
$474K +$348 +1 +0.1%
ONB
503
Old National Bancorp
Indiana
$466K -$621K -1,782 -56%
GC
504
Globeflex Capital
California
$465K
TWM
505
Thrive Wealth Management
Pennsylvania
$459K +$58.5K +168 +14%
PWPS
506
Pinnacle Wealth Planning Services
Ohio
$457K +$5.92K +17 +1%
SWR
507
Spahn Wealth & Retirement
Arizona
$453K -$4.88K -14 -1%
Legacy Financial Group (Iowa)
508
Legacy Financial Group (Iowa)
Iowa
$447K
NWAG
509
Net Worth Advisory Group
Utah
$442K +$111K +320 +31%
DCM
510
DGS Capital Management
New Jersey
$440K +$35.9K +103 +8%
SWP
511
Sagespring Wealth Partners
Tennessee
$438K +$1.39K +4 +0.3%
SFA
512
Sequoia Financial Advisors
Ohio
$436K +$30.6K +88 +7%
CF
513
Corebridge Financial
Texas
$432K -$17.8K -51 -4%
MGP
514
Metis Global Partners
California
$429K +$103K +297 +29%
SAM
515
Shell Asset Management
Netherlands
$429K -$54K -155 -11%
Los Angeles Capital Management
516
Los Angeles Capital Management
California
$423K -$6.96K -20 -2%
AWM
517
Apollon Wealth Management
South Carolina
$414K +$103K +295 +30%
CIAM
518
Caitong International Asset Management
Hong Kong
$413K +$437K +1,256 +25,120%
FDP
519
Financiere des Professionnels
Quebec, Canada
$410K -$54.7K -157 -11%
SWM
520
SFG Wealth Management
Maryland
$405K -$40K -115 -8%
JSAM
521
J. Safra Asset Management
New York
$404K +$209K +600 +95%
UCFA
522
United Capital Financial Advisors
Texas
$401K +$8.36K +24 +2%
AssetMark Inc
523
AssetMark Inc
California
$401K +$226K +648 +112%
BJL
524
Brighton Jones LLC
Washington
$396K +$421K +1,210 New
II
525
Impact Investors
California
$394K