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LPL Financial
LPLA

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
576
CVA Family Office
Colorado
$5.69K +$5.62K +25 New
CWP
577
Concord Wealth Partners
Virginia
$5.46K – – –
W
578
WealthCollab
Washington
$5.46K +$5.39K +24 New
PWMG
579
Private Wealth Management Group
New Jersey
$5.24K +$5.17K +23 New
GA
580
GoalVest Advisory
New York
$5.24K -$12.8K -57 -71%
MPWT
581
MassMutual Private Wealth & Trust
Connecticut
$5.24K -$6.07K -27 -54%
IRAG
582
Investment Research & Advisory Group
Georgia
$5.24K – – –
SIC
583
SJS Investment Consulting
Ohio
$5.01K -$450 -2 -8%
RFG
584
RFP Financial Group
Georgia
$4.78K +$4.72K +21 New
CB
585
CNB Bank
Pennsylvania
$4.33K – – –
VAG
586
VisionPoint Advisory Group
Texas
$4.1K +$4.05K +18 New
CCM
587
Chilton Capital Management
Texas
$3.87K +$3.82K +17 New
DPW
588
DiNuzzo Private Wealth
Pennsylvania
$3.64K +$3.6K +16 New
WWM
589
Wolff Wiese Magana
California
$3.42K – – –
GWSG
590
GPS Wealth Strategies Group
Colorado
$3.41K – – –
LTI
591
Laffer Tengler Investments
Tennessee
$3.41K +$3.37K +15 New
SAM
592
Smartleaf Asset Management
Massachusetts
$2.97K +$2.92K +13 New
LF
593
Lee Financial
Texas
$2.96K – – –
CIA
594
Cape Investment Advisory
Georgia
$2.96K – – –
WT
595
Washington Trust
Rhode Island
$2.96K – – –
MHR
596
Matthew Hamilton Rosenberg
$2.73K – – –
HI
597
Harbour Investments
Wisconsin
$2.73K +$1.12K +5 +71%
AF
598
Advisornet Financial
Minnesota
$2.73K +$2.7K +12 New
HCP
599
Hexagon Capital Partners
Arkansas
$2.05K – – –
PWA
600
Provenance Wealth Advisors
Florida
$2.05K +$2.02K +9 New
22 23
24
25 26