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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CRC
526
Curi RMB Capital
Illinois
$285K -$362 -1 -0.1%
SPC
527
Spirepoint Private Client
Florida
$283K +$308K +851 New
QC
528
Quent Capital
New York
$281K +$362 +1 +0.1%
Vontobel Holding
529
Vontobel Holding
Switzerland
$280K
DWT
530
Dorsey & Whitney Trust
South Dakota
$280K
PWP
531
Perfromance Wealth Partners
Illinois
$279K +$304K +839 New
HNB
532
Huntington National Bank
Ohio
$273K +$99.7K +275 +50%
IA
533
IFG Advisory
Georgia
$270K
GSC
534
Ground Swell Capital
South Carolina
$269K +$293K +809 New
ZIC
535
ZWJ Investment Counsel
Georgia
$269K +$3.63K +10 +1%
IWC
536
Integrated Wealth Concepts
Massachusetts
$268K -$744K -2,052 -72%
NWAG
537
Net Worth Advisory Group
Utah
$268K -$10.1K -28 -3%
PIA
538
Perennial Investment Advisors
California
$267K -$725 -2 -0.2%
CI
539
Cigna Investments
Connecticut
$261K
FFA
540
Founders Financial Alliance
North Carolina
$260K +$284K +783 New
TP
541
Tranquility Partners
Tennessee
$260K +$21.7K +60 +8%
TCBWMS
542
Texas Capital Bank Wealth Management Services
Texas
$260K +$283K +781 New
WEG
543
World Equity Group
Illinois
$259K -$280K -772 -50%
AIC
544
Archer Investment Corporation
Indiana
$259K
MCC
545
Malaga Cove Capital
California
$258K +$281K +775 New
SAI
546
Systematic Alpha Investments
New Jersey
$253K
FRA
547
Frank Rimerman Advisors
California
$251K +$273K +754 New
IB
548
Intrust Bank
Kansas
$249K
WA
549
Waddell & Associates
Tennessee
$248K
MGWM
550
Marks Group Wealth Management
Minnesota
$245K +$31.2K +86 +13%