We are live on ! Find out more
LPLA icon

LPL Financial
LPLA

Name Holding Trade Value Shares
Change 		Change in
Stake
MGP
551
Metis Global Partners
California
$230K -$17.8K -53 -6%
CI
552
Cigna Investments
Connecticut
$230K -$7.05K -21 -3%
RGC
553
Roberts, Glore & Co
Illinois
$230K +$256K +764 New
SAI
554
Systematic Alpha Investments
New Jersey
$229K – – –
IB
555
Intrust Bank
Kansas
$226K +$1.01K +3 +0.4%
BFG
556
Berger Financial Group
Minnesota
$225K +$14.4K +43 +6%
WA
557
Waddell & Associates
Tennessee
$224K – – –
SIM
558
Stratos Investment Management
Ohio
$221K +$5.37K +16 +2%
EWA
559
EverSource Wealth Advisors
Alabama
$218K -$40.9K -122 -14%
CCMG
560
Connecticut Capital Management Group
Connecticut
$214K – – –
IAN
561
Integrated Advisors Network
Texas
$214K +$34.2K +102 +17%
AWP
562
Abacus Wealth Partners
California
$214K +$16.1K +48 +7%
ODIJL
563
One Day In July LLC
Vermont
$211K – – –
WF
564
WoodTrust Financial
Wisconsin
$211K – – –
CT
565
Colonial Trust
South Carolina
$210K -$1.34K -4 -0.6%
NWAG
566
Net Worth Advisory Group
Utah
$209K -$36.2K -108 -13%
SW
567
Simplicity Wealth
New Jersey
$208K -$20.5K -61 -8%
OCA
568
OpenArc Corporate Advisory
Georgia
$207K +$231K +689 New
JCM
569
Jacobi Capital Management
Pennsylvania
$205K +$1.68K +5 +0.7%
CGH
570
Crossmark Global Holdings
Texas
$205K -$11.7K -35 -5%
WIP
571
WealthCare Investment Partners
Rhode Island
$204K +$336 +1 +0.1%
MSFS
572
Main Street Financial Solutions
Pennsylvania
$204K +$227K +678 New
TCA
573
Transcend Capital Advisors
New Jersey
$203K +$20.8K +62 +10%
BFIM
574
Beese Fulmer Investment Management
Ohio
$203K +$227K +676 New
OM
575
OV Management
Minnesota
$203K -$706K -2,103 -76%
21 22
23
24 25