We are live on ! Find out more
LPLA icon

LPL Financial
LPLA

Name Holding Trade Value Shares
Change 		Change in
Stake
BEI
551
Benjamin Edwards Inc
Missouri
$250K +$226K +765 New
PWP
552
Pursue Wealth Partners
California
$248K +$225K +760 New
SAI
553
Systematic Alpha Investments
New Jersey
$248K +$225K +760 New
FCB
554
First County Bank
Connecticut
$247K -$94K -318 -30%
FCP
555
Fidelis Capital Partners
Florida
$246K +$200K +676 New
CI
556
Cigna Investments
Connecticut
$244K +$221K +746 New
WA
557
Waddell & Associates
Tennessee
$244K +$221K +746 New
KWM
558
Kingsview Wealth Management
Oregon
$242K +$219K +741 New
CAM
559
Cresset Asset Management
Illinois
$240K -$1.02M -3,446 -82%
IA
560
IFG Advisory
Georgia
$239K +$217K +733 New
BFG
561
Birch Financial Group
New Hampshire
$234K +$212K +717 New
IFWM
562
Institute for Wealth Management
Colorado
$233K +$211K +714 New
ODIJL
563
One Day In July LLC
Vermont
$229K +$208K +702 New
WF
564
WoodTrust Financial
Wisconsin
$229K +$208K +702 New
BBA
565
Baader Bank Aktiengesellschaft
Germany
$228K +$206K +697 New
LC
566
Lindbrook Capital
California
$227K +$6.8K +23 +3%
PI
567
PFG Investments
New York
$226K -$134K -452 -39%
JCM
568
Jacobi Capital Management
Pennsylvania
$226K +$205K +692 New
WIP
569
WealthCare Investment Partners
Rhode Island
$222K +$200K +677 New
SIM
570
Stratos Investment Management
Ohio
$220K +$200K +675 New
A
571
AlphaQuest
New York
$218K -$1.1M -3,720 -85%
GWMR
572
GC Wealth Management RIA
Massachusetts
$216K +$196K +663 New
DWM
573
Drive Wealth Management
Utah
$216K +$196K +662 New
SFS
574
Security Financial Services
Indiana
$215K +$194K +657 New
KWM
575
Kolinsky Wealth Management
New Jersey
$212K +$192K +650 New
21 22
23
24 25