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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
RWMH
501
Riverpoint Wealth Management Holdings
Illinois
$454K -$96.6K -273 -18%
BIG
502
Brooklyn Investment Group
New York
$447K +$432K +1,221 New
BEI
503
Benjamin Edwards Inc
Missouri
$440K -$151K -426 -26%
DTL
504
Dynamic Technology Lab
Singapore
$437K +$433K +1,224 New
MLL
505
Moody Lynn & Lieberson
Massachusetts
$432K +$3.54K +10 +0.8%
LAM
506
Lifestyle Asset Management
Texas
$425K +$12K +34 +3%
SWP
507
Sagespring Wealth Partners
Tennessee
$424K -$50.6K -143 -11%
SWM
508
SFG Wealth Management
Maryland
$424K
SLI
509
Sumitomo Life Insurance
Japan
$421K -$814K -2,302 -66%
DZ Bank
510
DZ Bank
Germany
$420K -$105K -296 -20%
AWM
511
Axxcess Wealth Management
California
$418K -$61.2K -173 -13%
PAM
512
Panagora Asset Management
Massachusetts
$411K
AWM
513
Apollon Wealth Management
South Carolina
$408K -$29.7K -84 -7%
Loomis, Sayles & Company
514
Loomis, Sayles & Company
Massachusetts
$406K +$338K +955 +522%
ONB
515
Old National Bancorp
Indiana
$406K -$15.2K -43 -4%
SFI
516
Siemens Fonds Invest
Germany
$403K
DO
517
denkapparat Operations
Germany
$399K
VSQM
518
V-Square Quantitative Management
Illinois
$398K +$394K +1,115 New
PWM
519
Perigon Wealth Management
California
$398K +$48.8K +138 +14%
TCM
520
TruNorth Capital Management
Michigan
$396K +$335K +946 +580%
HHGC
521
Hunting Hill Global Capital
New York
$393K -$424K -1,200 -52%
HP
522
Havemeyer Place
Connecticut
$388K +$384K +1,085 New
VR
523
Vision Retirement
New Jersey
$385K +$381K +1,077 New
SPC
524
Spirepoint Private Client
Florida
$380K +$75K +212 +25%
II
525
Impact Investors
California
$373K -$8.84K -25 -2%