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LPL Financial
LPLA

Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
501
Huntington National Bank
Ohio
$347K +$158K +472 +69%
PAM
502
Panagora Asset Management
Massachusetts
$346K – – –
CAM
503
Concorde Asset Management
Michigan
$341K -$392K -1,169 -51%
SFI
504
Siemens Fonds Invest
Germany
$337K – – –
DO
505
denkapparat Operations
Germany
$336K – – –
CCM
506
Coldstream Capital Management
Washington
$335K -$213K -635 -36%
BJL
507
Brighton Jones LLC
Washington
$330K +$368K +1,098 New
TWM
508
Thrive Wealth Management
Pennsylvania
$328K -$161K -479 -31%
PWM
509
Perigon Wealth Management
California
$326K -$10.1K -30 -3%
MGWM
510
Marks Group Wealth Management
Minnesota
$325K +$97K +289 +36%
VR
511
Vision Retirement
New Jersey
$314K -$11.4K -34 -3%
II
512
Impact Investors
California
$313K -$1.34K -4 -0.4%
AWM
513
Apollon Wealth Management
South Carolina
$313K -$34.2K -102 -9%
FCP
514
Fidelis Capital Partners
Florida
$313K +$28.9K +86 +9%
WG
515
Winton Group
United Kingdom
$312K +$348K +1,036 New
HFO
516
Heritage Family Offices
Arizona
$310K -$295K -880 -46%
IFWM
517
Institute for Wealth Management
Colorado
$308K – – –
FCM
518
Frontier Capital Management
Massachusetts
$306K +$341K +1,017 New
ECM
519
Evergreen Capital Management
Washington
$304K +$340K +1,012 New
EA
520
Everpar Advisors
Oklahoma
$303K -$128K -381 -27%
EPW
521
Evolve Private Wealth
California
$302K +$56.7K +169 +20%
DBG
522
De Burlo Group
Massachusetts
$301K – – –
WWM
523
WJ Wealth Management
Arizona
$301K – – –
IAIM
524
International Assets Investment Management
Florida
$300K -$128K -382 -27%
CNB
525
Camden National Bank
Maine
$297K +$25.8K +77 +8%
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