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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
JCM
601
Jacobi Capital Management
Pennsylvania
$226K – – –
WA
602
WP Advisors
California
$223K +$237K +681 New
SIM
603
Stratos Investment Management
Ohio
$221K – – –
HWM
604
Horizon Wealth Management
Illinois
$221K +$18.8K +54 +9%
PI
605
PFG Investments
New York
$219K -$8.01K -23 -3%
A
606
AlphaQuest
New York
$218K – – –
BFG
607
Birch Financial Group
New Hampshire
$216K -$19.8K -57 -8%
SFS
608
Security Financial Services
Indiana
$216K +$696 +2 +0.3%
Fifth Third Bancorp
609
Fifth Third Bancorp
Ohio
$215K +$214K +614 +1,395%
FTWA
610
Fifth Third Wealth Advisors
Ohio
$214K +$228K +654 New
NG
611
Norden Group
Utah
$214K +$4.18K +12 +2%
NI
612
Natural Investments
California
$211K -$1.39K -4 -0.6%
DWM
613
Drive Wealth Management
Utah
$209K -$8.36K -24 -4%
QFA
614
Quantum Financial Advisors
California
$208K – – –
PW
615
PUREfi Wealth
Massachusetts
$205K +$218K +626 New
EBA
616
Eagle Bay Advisors
New York
$204K +$4.53K +13 +2%
RS
617
R Squared
Hong Kong
$203K +$132K +380 +158%
GDP
618
Great Diamond Partners
Maine
$201K -$12.2K -35 -5%
GM
619
GeoWealth Management
Illinois
$200K -$57.1K -164 -21%
LS
620
Livforsakringsbolaget Skandia
Sweden
$196K – – –
MFS
621
Mattson Financial Services
Michigan
$194K +$27.2K +78 +15%
LI
622
LRI Investments
Florida
$189K -$120K -346 -37%
UCB
623
United Community Bank
South Carolina
$185K -$1.74K -5 -0.9%
CT
624
Colonial Trust
South Carolina
$182K +$17.4K +50 +10%
AF
625
Allworth Financial
California
$168K +$23.3K +67 +14%