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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
ZIC
551
ZWJ Investment Counsel
Georgia
$243K – – –
SPC
552
Spirepoint Private Client
Florida
$242K -$11.1K -37 -4%
GI
553
GAMMA Investing
California
$242K +$6K +20 +2%
LCM
554
Legato Capital Management
California
$239K -$95.7K -319 -27%
PE
555
PCM Encore
Colorado
$239K -$3.6K -12 -1%
PIA
556
Perennial Investment Advisors
California
$238K -$3.3K -11 -1%
NG
557
Norden Group
Utah
$237K -$16.8K -56 -6%
PCS
558
Personal CFO Solutions
New Jersey
$234K +$6.3K +21 +3%
DWT
559
Dorsey & Whitney Trust
South Dakota
$231K +$4.2K +14 +2%
SG
560
StoneX Group
New York
$230K +$247K +824 New
CRC
561
Curi RMB Capital
Illinois
$229K -$16.8K -56 -6%
QC
562
Quent Capital
New York
$228K -$7.8K -26 -3%
BFG
563
Berger Financial Group
Minnesota
$225K +$14.4K +48 +6%
PPW
564
Parcion Private Wealth
Washington
$221K -$4.5K -15 -2%
FFA
565
Founders Financial Alliance
North Carolina
$220K – – –
AIC
566
Archer Investment Corporation
Indiana
$219K – – –
CI
567
Cigna Investments
Connecticut
$216K – – –
HSA
568
HBK Sorce Advisory
Pennsylvania
$215K +$179K +597 New
BEI
569
Benjamin Edwards Inc
Missouri
$214K -$32.4K -108 -12%
SAI
570
Systematic Alpha Investments
New Jersey
$214K – – –
SF
571
Summit Financial
New Jersey
$213K +$227K +757 New
RGC
572
Roberts, Glore & Co
Illinois
$213K -$2.7K -9 -1%
DTL
573
Dynamic Technology Lab
Singapore
$211K -$1.75M -5,838 -89%
AWM
574
Apollon Wealth Management
South Carolina
$210K -$88.2K -294 -28%
CC
575
Centiva Capital
New York
$206K +$220K +733 New