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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
PWG
526
Portside Wealth Group
Utah
$230K +$223K +822 New
EWA
527
EP Wealth Advisors
California
$227K +$221K +813 New
CRC
528
Curi RMB Capital
Illinois
$223K +$271 +1 +0.1%
IAN
529
Integrated Advisors Network
Texas
$223K +$217K +799 New
IAIM
530
International Assets Investment Management
Florida
$223K +$217K +799 New
ZIC
531
ZWJ Investment Counsel
Georgia
$222K
KWM
532
Kolinsky Wealth Management
New Jersey
$221K +$215K +791 New
CI
533
Cigna Investments
Connecticut
$219K -$4.61K -17 -2%
WS
534
Wedbush Securities
California
$216K +$210K +773 New
SAI
535
Systematic Alpha Investments
New Jersey
$212K
EBA
536
Eagle Bay Advisors
New York
$211K -$9.77K -36 -5%
DBG
537
De Burlo Group
Massachusetts
$209K +$204K +750 New
WA
538
Waddell & Associates
Tennessee
$208K +$202K +746 New
HIGP
539
Hill Investment Group Partners
Missouri
$207K +$3.8K +14 +2%
AC
540
ASB Consultores
Florida
$206K -$174K -642 -47%
CC
541
Corton Capital
Ontario, Canada
$205K +$200K +735 New
IA
542
IFG Advisory
Georgia
$205K +$199K +733 New
Koshinski Asset Management
543
Koshinski Asset Management
Illinois
$204K -$63.5K -234 -24%
GWMR
544
GC Wealth Management RIA
Massachusetts
$203K +$198K +728 New
CFG
545
Carr Financial Group
Massachusetts
$202K +$197K +725 New
TRCT
546
Tower Research Capital (TRC)
New York
$187K -$191K -704 -51%
AssetMark Inc
547
AssetMark Inc
California
$179K +$18.7K +69 +12%
CI Investments Inc
548
CI Investments Inc
Ontario, Canada
$179K +$16K +59 +10%
TWC
549
TD Waterhouse Canada
Ontario, Canada
$175K +$23.3K +86 +16%
UCB
550
United Community Bank
South Carolina
$172K -$4.07K -15 -2%