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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
526
Institute for Wealth Management
Colorado
$289K – – –
MSFS
527
Main Street Financial Solutions
Pennsylvania
$282K +$97.2K +324 +48%
WWM
528
WJ Wealth Management
Arizona
$282K – – –
LWAM
529
Legacy Wealth Asset Management
Minnesota
$278K +$297K +988 New
AAP
530
Arax Advisory Partners
Colorado
$275K +$250K +833 +574%
VA
531
VestGen Advisors
Illinois
$275K -$2.4K -8 -0.8%
BCM
532
Bayesian Capital Management
New York
$271K +$289K +962 New
OP
533
Oslo Pensjonsforsikring
$267K +$124K +413 +77%
CNB
534
Camden National Bank
Maine
$266K -$12.3K -41 -4%
MG
535
Mather Group
Illinois
$264K +$6.9K +23 +3%
CCM
536
Coldstream Capital Management
Washington
$262K -$54.6K -182 -16%
SWP
537
Sagespring Wealth Partners
Tennessee
$262K -$69.9K -233 -20%
ECM
538
Evergreen Capital Management
Washington
$261K -$26.1K -87 -9%
EA
539
Everpar Advisors
Oklahoma
$259K -$25.5K -85 -8%
AI
540
Atom Investors
Texas
$258K +$275K +916 New
MOS
541
MGO One Seven
Ohio
$257K -$13.8K -46 -5%
WS
542
Wedbush Securities
California
$254K +$271K +902 New
Mariner
543
Mariner
Kansas
$254K -$1.21M -4,031 -82%
DBG
544
De Burlo Group
Massachusetts
$254K -$30K -100 -10%
PFGIA
545
Patriot Financial Group Insurance Agency
Massachusetts
$253K +$270K +899 New
TCM
546
TruNorth Capital Management
Michigan
$251K – – –
Vontobel Holding
547
Vontobel Holding
Switzerland
$250K +$13.2K +44 +5%
FCP
548
Fidelis Capital Partners
Florida
$246K -$49.2K -164 -16%
IA
549
IFG Advisory
Georgia
$246K +$262K +872 New
TFGT
550
TS Financial Group (TSFG)
Illinois
$244K +$300 +1 +0.1%