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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
QL
601
Quarry LP
New York
$115K -$4.2K -14 -3%
IA
602
IFP Advisors
Florida
$114K +$8.4K +28 +7%
GCM
603
Gables Capital Management
Florida
$113K – – –
SAM
604
Smartleaf Asset Management
Massachusetts
$112K – – –
GK
605
Graney & King
New York
$109K +$30K +100 +35%
Los Angeles Capital Management
606
Los Angeles Capital Management
California
$102K -$537K -1,789 -83%
O
607
Ossiam
France
$96.9K +$77.4K +258 +300%
CTC
608
Central Trust Company
Missouri
$95.2K +$1.5K +5 +2%
AWM
609
Ameliora Wealth Management
Switzerland
$94.7K – – –
SWIM
610
Smallwood Wealth Investment Management
New Jersey
$87.9K – – –
UB
611
UMB Bank
Missouri
$82K -$30.3K -101 -26%
SC
612
Steph & Co
Wisconsin
$80.6K +$85.8K +286 New
TFA
613
Transamerica Financial Advisors
Florida
$79.8K +$5.1K +17 +6%
CT
614
Colonial Trust
South Carolina
$79.6K -$125K -415 -59%
CAL
615
Capital Analysts LLC
Pennsylvania
$75K – – –
BTI
616
Blue Trust Inc
Georgia
$74.9K -$7.8K -26 -9%
CA
617
Clearstead Advisors
Ohio
$66.8K -$36.9K -123 -34%
CA
618
CoreCap Advisors
Michigan
$60.9K +$4.2K +14 +7%
YDMI
619
Y.D. More Investments
Israel
$59.2K – – –
C
620
Covestor
United Kingdom
$59K +$3.3K +11 +6%
HIA
621
Harbor Investment Advisory
Maryland
$58.9K +$62.7K +209 New
AF
622
Abound Financial
California
$54.5K – – –
EF
623
Entrust Financial
Pennsylvania
$54.4K – – –
FHC
624
First Horizon Corporation
Tennessee
$53.2K -$3K -10 -5%
VCM
625
Versant Capital Management
Arizona
$53K +$24.9K +83 +79%