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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
AIC
576
Archer Investment Corporation
Indiana
$292K -$137K -390 -33%
GRP
577
Global Retirement Partners
California
$289K +$270K +770 New
PJWM
578
Philip James Wealth Mangement
Georgia
$288K -$1.05K -3 -0.4%
SAI
579
Systematic Alpha Investments
New Jersey
$285K
IB
580
Intrust Bank
Kansas
$280K -$10.9K -31 -4%
IC
581
IEQ Capital
California
$280K -$1.04M -2,980 -80%
WA
582
Waddell & Associates
Tennessee
$280K
Jones Financial Companies
583
Jones Financial Companies
Missouri
$275K +$160K +456 +153%
BTWM
584
Baker Tilly Wealth Management
Wisconsin
$274K +$256K +730 New
Walleye Capital
585
Walleye Capital
New York
$273K -$4.63M -13,216 -95%
TP
586
Tranquility Partners
Tennessee
$270K +$253K +721 New
BFG
587
Berger Financial Group
Minnesota
$269K -$23.5K -67 -9%
UFF
588
USA Financial Formulas
Michigan
$268K +$251K +716 New
IFWM
589
Institute for Wealth Management
Colorado
$268K
VCM
590
Voleon Capital Management
California
$265K -$4.33M -12,348 -95%
ODIJL
591
One Day In July LLC
Vermont
$263K
WF
592
WoodTrust Financial
Wisconsin
$263K
PW
593
PUREfi Wealth
Massachusetts
$262K +$25.6K +73 +12%
WIP
594
WealthCare Investment Partners
Rhode Island
$260K +$238K +678 New
Koshinski Asset Management
595
Koshinski Asset Management
Illinois
$260K -$41.3K -118 -15%
OFS
596
OneAscent Financial Services
Alabama
$260K
NI
597
Natural Investments
California
$260K +$16.8K +48 +7%
SF
598
Summit Financial
New Jersey
$258K +$241K +688 New
SIM
599
Stratos Investment Management
Ohio
$257K +$3.85K +11 +2%
BTW
600
Boston Trust Walden
Massachusetts
$255K +$238K +680 New