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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
551
Vontobel Holding
Switzerland
$301K
EPW
552
Evolve Private Wealth
California
$298K +$295K +833 New
DWT
553
Dorsey & Whitney Trust
South Dakota
$295K -$6.37K -18 -2%
MCC
554
Malaga Cove Capital
California
$295K +$17.7K +50 +6%
QC
555
Quent Capital
New York
$294K -$7.07K -20 -2%
QLSGSCF
556
Quent Long Short Global Small Cap Fund
New York
$294K +$291K +824 New
WANY
557
Wealthspire Advisors (New York)
New York
$294K +$122K +345 +72%
MGP
558
Metis Global Partners
California
$293K -$29K -82 -9%
EWA
559
EP Wealth Advisors
California
$290K +$288K +813 New
PWG
560
Portside Wealth Group
Utah
$290K -$42.8K -121 -13%
IA
561
IFG Advisory
Georgia
$290K +$354 +1 +0.1%
VWM
562
Venturi Wealth Management
Texas
$288K -$120K -340 -30%
NWAG
563
Net Worth Advisory Group
Utah
$287K -$707 -2 -0.2%
PIA
564
Perennial Investment Advisors
California
$285K -$1.77K -5 -0.6%
MGWM
565
Marks Group Wealth Management
Minnesota
$283K +$19.8K +56 +8%
FRA
566
Frank Rimerman Advisors
California
$280K +$11K +31 +4%
CI
567
Cigna Investments
Connecticut
$280K
TCBWMS
568
Texas Capital Bank Wealth Management Services
Texas
$279K
GI
569
GAMMA Investing
California
$279K +$54.1K +153 +24%
AIC
570
Archer Investment Corporation
Indiana
$278K
WWM
571
Whalen Wealth Management
Nevada
$273K +$271K +765 New
SAI
572
Systematic Alpha Investments
New Jersey
$271K
BAM
573
Belpointe Asset Management
Nevada
$269K +$266K +752 New
SW
574
Simplicity Wealth
New Jersey
$268K +$266K +751 New
IB
575
Intrust Bank
Kansas
$267K