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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
576
Koshinski Asset Management
Illinois
$266K +$13.2K +38 +5%
CAM
577
Cresset Asset Management
Illinois
$263K +$24K +69 +9%
PWM
578
Perigon Wealth Management
California
$260K -$1.74K -5 -0.6%
ZIC
579
ZWJ Investment Counsel
Georgia
$260K
GC
580
Gilbert & Cook
Iowa
$259K +$275K +791 New
WANY
581
Wealthspire Advisors (New York)
New York
$259K +$275K +791 New
BFG
582
Berger Financial Group
Minnesota
$257K -$8.71K -25 -3%
IB
583
Intrust Bank
Kansas
$255K -$9.05K -26 -3%
PIA
584
Perennial Investment Advisors
California
$253K
PJWM
585
Philip James Wealth Mangement
Georgia
$252K +$268K +771 New
FCP
586
Fidelis Capital Partners
Florida
$250K +$41.4K +119 +18%
SAI
587
Systematic Alpha Investments
New Jersey
$249K
FFA
588
Founders Financial Alliance
North Carolina
$246K +$262K +753 New
WA
589
Waddell & Associates
Tennessee
$244K
CI
590
Cigna Investments
Connecticut
$244K
BEI
591
Benjamin Edwards Inc
Missouri
$242K -$9.05K -26 -3%
CCA
592
Checchi Capital Advisers
California
$235K +$250K +718 New
BBA
593
Baader Bank Aktiengesellschaft
Germany
$235K +$9.05K +26 +4%
IFWM
594
Institute for Wealth Management
Colorado
$234K
OFS
595
OneAscent Financial Services
Alabama
$233K -$33.4K -96 -12%
WF
596
WoodTrust Financial
Wisconsin
$230K
ODIJL
597
One Day In July LLC
Vermont
$230K
ASN
598
Advisory Services Network
Georgia
$227K -$351K -1,007 -59%
BCPE
599
Bain Capital Public Equity
Massachusetts
$226K +$241K +692 New
JCM
600
Jacobi Capital Management
Pennsylvania
$226K