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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
VA
526
VestGen Advisors
Illinois
$290K -$562K -1,676 -63%
MOS
527
MGO One Seven
Ohio
$289K -$336 -1 -0.1%
BTWM
528
Baker Tilly Wealth Management
Wisconsin
$285K +$10.4K +31 +3%
MG
529
Mather Group
Illinois
$276K
NG
530
Norden Group
Utah
$270K -$20.8K -62 -6%
VFA
531
Valeo Financial Advisors
Indiana
$270K +$301K +897 New
SPC
532
Spirepoint Private Client
Florida
$270K -$56K -167 -16%
TCM
533
TruNorth Capital Management
Michigan
$268K -$73.1K -218 -20%
CRC
534
Curi RMB Capital
Illinois
$262K +$3.02K +9 +1%
BEI
535
Benjamin Edwards Inc
Missouri
$261K -$122K -363 -29%
TFGT
536
TS Financial Group (TSFG)
Illinois
$261K
ZIC
537
ZWJ Investment Counsel
Georgia
$260K
PE
538
PCM Encore
Colorado
$259K +$3.35K +10 +1%
PIA
539
Perennial Investment Advisors
California
$257K +$18.8K +56 +7%
Vontobel Holding
540
Vontobel Holding
Switzerland
$254K
GI
541
GAMMA Investing
California
$252K +$19.8K +59 +8%
QC
542
Quent Capital
New York
$251K +$3.35K +10 +1%
EH
543
Equitable Holdings
New York
$248K -$4.36K -13 -2%
MCC
544
Malaga Cove Capital
California
$246K -$2.68K -8 -1%
PCS
545
Personal CFO Solutions
New Jersey
$243K +$46.6K +139 +21%
DWT
546
Dorsey & Whitney Trust
South Dakota
$242K -$6.38K -19 -2%
PPW
547
Parcion Private Wealth
Washington
$241K +$269K +801 New
TCBWMS
548
Texas Capital Bank Wealth Management Services
Texas
$236K +$1.68K +5 +0.6%
FFA
549
Founders Financial Alliance
North Carolina
$235K +$262K +782 New
AIC
550
Archer Investment Corporation
Indiana
$234K