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LPL Financial
LPLA

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
526
Institute for Wealth Management
Colorado
$366K +$110K +311 +44%
FFM
527
Forum Financial Management
Illinois
$364K +$354 +1 +0.1%
IAS
528
Insigneo Advisory Services
Florida
$364K -$12K -34 -3%
MFS
529
Mattson Financial Services
Michigan
$360K +$124K +351 +53%
DBG
530
De Burlo Group
Massachusetts
$357K – – –
WWM
531
WJ Wealth Management
Arizona
$357K – – –
CSP
532
Cary Street Partners
Virginia
$344K +$341K +964 New
MOS
533
MGO One Seven
Ohio
$343K -$1.16M -3,288 -77%
NG
534
Norden Group
Utah
$343K +$2.12K +6 +0.6%
FCP
535
Fidelis Capital Partners
Florida
$340K -$6.01K -17 -2%
GH
536
GAM Holding
Switzerland
$335K +$331K +937 New
OWA
537
One Wealth Advisors
California
$334K – – –
BTWM
538
Baker Tilly Wealth Management
Wisconsin
$328K +$1.06K +3 +0.3%
MG
539
Mather Group
Illinois
$327K – – –
CNB
540
Camden National Bank
Maine
$325K -$9.55K -27 -3%
CFG
541
Citizens Financial Group
Rhode Island
$323K +$320K +904 New
N
542
Natixis
France
$320K -$366K -1,036 -54%
WAG
543
Wilkerson Advisory Group
Missouri
$319K +$315K +892 New
DS
544
DRW Securities
Illinois
$309K +$306K +866 New
TFGT
545
TS Financial Group (TSFG)
Illinois
$309K +$354 +1 +0.1%
BP
546
Ballentine Partners
Massachusetts
$309K -$65.1K -184 -18%
ZIC
547
ZWJ Investment Counsel
Georgia
$309K +$19.8K +56 +7%
CRC
548
Curi RMB Capital
Illinois
$307K +$1.42K +4 +0.5%
PE
549
PCM Encore
Colorado
$303K +$301K +850 New
EWA
550
EverSource Wealth Advisors
Alabama
$303K -$53.1K -150 -15%
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