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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Legacy Financial Group (Iowa)
501
Legacy Financial Group (Iowa)
Iowa
$518K +$5.25K +15 +1%
BTI
502
Blue Trust Inc
Georgia
$516K +$83.4K +238 +21%
GLA
503
Good Life Advisors
Pennsylvania
$514K +$134K +382 +39%
SOW
504
State of Wyoming
Wyoming
$474K +$442K +1,263 New
CG
505
Cynosure Group
Utah
$471K +$88.3K +252 +25%
KeyBank National Association
506
KeyBank National Association
Ohio
$469K +$106K +303 +32%
RS
507
R Squared
Hong Kong
$464K +$216K +617 +100%
EWA
508
EverSource Wealth Advisors
Alabama
$462K -$133K -380 -24%
PFA
509
Peak Financial Advisors
Colorado
$462K +$432K +1,232 New
IAS
510
Insigneo Advisory Services
Florida
$461K +$13.3K +38 +3%
CTC
511
Cetera Trust Company
Minnesota
$454K +$19.3K +55 +5%
MLL
512
Moody Lynn & Lieberson
Massachusetts
$453K +$2.45K +7 +0.6%
II
513
Impact Investors
California
$451K -$701 -2 -0.2%
BAM
514
Blueshift Asset Management
New Jersey
$451K +$421K +1,202 New
BJL
515
Brighton Jones LLC
Washington
$450K -$3.85K -11 -0.9%
BIM
516
Bridges Investment Management
Nebraska
$448K +$3.15K +9 +0.8%
SWM
517
SFG Wealth Management
Maryland
$445K -$18.2K -52 -4%
Axa
518
Axa
France
$442K +$49.4K +141 +14%
PAM
519
Panagora Asset Management
Massachusetts
$431K -$7.71K -22 -2%
RAM
520
Readystate Asset Management
Illinois
$431K +$403K +1,149 New
BBA
521
Baader Bank Aktiengesellschaft
Germany
$428K +$147K +421 +58%
LNWWM
522
Laird Norton Wetherby Wealth Management
California
$426K +$398K +1,137 New
SIA
523
Summit Investment Advisors
Maryland
$424K
CWM
524
Congress Wealth Management
Massachusetts
$420K +$393K +1,121 New
SFI
525
Siemens Fonds Invest
Germany
$420K +$91.4K +261 +30%