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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
RTC
526
Riverview Trust Company
Washington
$25K – – –
HNB
527
Huntington National Bank
Ohio
$24K – – –
JWA
528
JFS Wealth Advisors
Pennsylvania
$18K -$1.28K -6 -7%
CA
529
Clearstead Advisors
Ohio
$18K – – –
IWP
530
IAG Wealth Partners
Wisconsin
$18K – – –
PMFA
531
Plante Moran Financial Advisors
Michigan
$16K – – –
CYG
532
Clean Yield Group
Vermont
$16K +$2.55K +12 +19%
WOC
533
West Oak Capital
California
$16K +$16K +75 New
SWM
534
Spire Wealth Management
Virginia
$15K -$12.5K -59 -46%
TWA
535
TCI Wealth Advisors
Arizona
$15K +$1.28K +6 +10%
TWC
536
TD Waterhouse Canada
Ontario, Canada
$14K – – –
FCA
537
FinTrust Capital Advisors
South Carolina
$14K +$4.89K +23 +70%
LSA
538
Leonteq Securities AG
Switzerland
$12K +$11.7K +55 New
NL
539
NVWM LLC
Pennsylvania
$12K – – –
BIA
540
Bell Investment Advisors
California
$12K +$1.7K +8 +17%
BWL
541
Bogart Wealth LLC
Virginia
$12K +$12.1K +57 New
Fifth Third Bancorp
542
Fifth Third Bancorp
Ohio
$11K -$24.7K -116 -69%
AF
543
Advisornet Financial
Minnesota
$11K – – –
HPC
544
HM Payson & Co
Maine
$11K – – –
SC
545
Schubert & Co
Texas
$11K +$2.98K +14 +37%
GWS
546
Glassman Wealth Services
Virginia
$8K +$213 +1 +3%
CFO
547
CVA Family Office
Colorado
$7K – – –
TCWA
548
Ten Capital Wealth Advisors
Washington
$7K +$6.81K +32 New
TCOV
549
Trust Company of Vermont
Vermont
$7K +$7.02K +33 New
WT
550
Washington Trust
Rhode Island
$6K -$213 -1 -4%