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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
IA
576
IFG Advisory
Georgia
$266K +$27.9K +80 +11%
Koshinski Asset Management
577
Koshinski Asset Management
Illinois
$266K +$13.2K +38 +5%
CAM
578
Cresset Asset Management
Illinois
$263K +$24K +69 +9%
PWM
579
Perigon Wealth Management
California
$260K -$1.74K -5 -0.6%
ZIC
580
ZWJ Investment Counsel
Georgia
$260K – – –
GC
581
Gilbert & Cook
Iowa
$259K +$275K +791 New
WANY
582
Wealthspire Advisors (New York)
New York
$259K +$275K +791 New
BFG
583
Berger Financial Group
Minnesota
$257K -$8.71K -25 -3%
IB
584
Intrust Bank
Kansas
$255K -$9.05K -26 -3%
PIA
585
Perennial Investment Advisors
California
$253K – – –
PJWM
586
Philip James Wealth Mangement
Georgia
$252K +$268K +771 New
FCP
587
Fidelis Capital Partners
Florida
$250K +$41.4K +119 +18%
SAI
588
Systematic Alpha Investments
New Jersey
$249K – – –
FFA
589
Founders Financial Alliance
North Carolina
$246K +$262K +753 New
WA
590
Waddell & Associates
Tennessee
$244K – – –
CI
591
Cigna Investments
Connecticut
$244K – – –
BEI
592
Benjamin Edwards Inc
Missouri
$242K -$9.05K -26 -3%
CCA
593
Checchi Capital Advisers
California
$235K +$250K +718 New
BBA
594
Baader Bank Aktiengesellschaft
Germany
$235K +$9.05K +26 +4%
IFWM
595
Institute for Wealth Management
Colorado
$234K – – –
OFS
596
OneAscent Financial Services
Alabama
$233K -$33.4K -96 -12%
WF
597
WoodTrust Financial
Wisconsin
$230K – – –
ODIJL
598
One Day In July LLC
Vermont
$230K – – –
ASN
599
Advisory Services Network
Georgia
$227K -$351K -1,007 -59%
BCPE
600
Bain Capital Public Equity
Massachusetts
$226K +$241K +692 New