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LPL Financial
LPLA

Name Holding Trade Value Shares
Change 		Change in
Stake
SWIM
601
Smallwood Wealth Investment Management
New Jersey
$93.9K – – –
NB
602
NBT Bank
New York
$89.9K -$19.5K -58 -16%
BTI
603
Blue Trust Inc
Georgia
$87.8K -$17.4K -52 -15%
GK
604
Graney & King
New York
$85.8K – – –
TFA
605
Transamerica Financial Advisors
Florida
$80K +$70.5K +210 +375%
CAL
606
Capital Analysts LLC
Pennsylvania
$80K +$24.8K +74 +39%
SOW
607
State of Wyoming
Wyoming
$78.2K -$3.02K -9 -3%
ASN
608
Advisory Services Network
Georgia
$77.7K +$86.6K +258 New
YDMI
609
Y.D. More Investments
Israel
$63.1K +$50.3K +150 +250%
PAMS
610
Pinpoint Asset Management (Singapore)
$62.9K +$23.5K +70 +50%
WA
611
Whipplewood Advisors
Colorado
$61.4K +$63.4K +189 +1,260%
CA
612
CoreCap Advisors
Michigan
$61.1K +$5.37K +16 +9%
FHC
613
First Horizon Corporation
Tennessee
$59.9K -$13.1K -39 -16%
C
614
Covestor
United Kingdom
$59K -$75.8K -226 -53%
AF
615
Abound Financial
California
$58.2K +$64.1K +191 +9,550%
EF
616
Entrust Financial
Pennsylvania
$58.1K -$7.05K -21 -10%
AUB
617
Atlantic Union Bankshares
Virginia
$56.9K +$9.73K +29 +18%
HAP
618
Harbor Asset Planning
Massachusetts
$56.3K – – –
JGIA
619
Jackson Grant Investment Advisers
Connecticut
$54.5K – – –
WSFS
620
Wilmington Savings Fund Society
Delaware
$54.1K – – –
PFBT
621
Parkside Financial Bank & Trust
Missouri
$49K +$2.68K +8 +5%
AAP
622
Arax Advisory Partners
Colorado
$43.4K -$34.9K -104 -42%
CFO
623
CVA Family Office
Colorado
$42.4K +$26.8K +80 +131%
MA
624
MCF Advisors
Kentucky
$41.5K – – –
PWA
625
Physician Wealth Advisors
Utah
$40.9K +$38.9K +116 +580%
23 24
25
26 27