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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
YIH
551
Y-Intercept (HK)
Hong Kong
$245K -$1.7M -4,689 -86%
PW
552
PUREfi Wealth
Massachusetts
$244K +$12K +33 +5%
ASN
553
Advisory Services Network
Georgia
$239K +$57.6K +159 +28%
SF
554
Summit Financial
New Jersey
$239K +$10.5K +29 +4%
SIM
555
Stratos Investment Management
Ohio
$238K +$10.5K +29 +4%
IFWM
556
Institute for Wealth Management
Colorado
$238K
BFG
557
Berger Financial Group
Minnesota
$235K -$4.35K -12 -2%
WF
558
WoodTrust Financial
Wisconsin
$234K
ODIJL
559
One Day In July LLC
Vermont
$234K
Koshinski Asset Management
560
Koshinski Asset Management
Illinois
$233K +$1.81K +5 +0.7%
IC
561
IEQ Capital
California
$231K -$18.1K -50 -7%
NI
562
Natural Investments
California
$230K -$362 -1 -0.1%
GRP
563
Global Retirement Partners
California
$227K -$31.2K -86 -11%
CCA
564
Checchi Capital Advisers
California
$227K +$4.71K +13 +2%
BTW
565
Boston Trust Walden
Massachusetts
$226K
JCM
566
Jacobi Capital Management
Pennsylvania
$225K +$4.71K +13 +2%
BMCM
567
Bryn Mawr Capital Management
Pennsylvania
$225K -$61.3K -169 -20%
CGH
568
Crossmark Global Holdings
Texas
$223K +$1.45K +4 +0.6%
KF
569
Krilogy Financial
Missouri
$223K +$216K +595 New
EI
570
Ellevest Inc
New York
$222K -$86.6K -239 -26%
A
571
AlphaQuest
New York
$222K -$362 -1 -0.1%
GPW
572
Genesis Private Wealth
Virginia
$222K
BFG
573
Birch Financial Group
New Hampshire
$222K +$1.45K +4 +0.6%
UCB
574
United Community Bank
South Carolina
$221K +$34.4K +95 +17%
DWM
575
Drive Wealth Management
Utah
$221K +$5.44K +15 +2%