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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
MIM
626
Macroview Investment Management
Maryland
$2.14K
SS
627
Sunbelt Securities
Texas
$2.11K
VCM
628
Versant Capital Management
Arizona
$2.11K
AW
629
Avion Wealth
Texas
$2K +$1.01K +4 +200%
SIS
630
Sound Income Strategies
Florida
$1.85K
PSB
631
Piscataqua Savings Bank
New Hampshire
$1.85K +$1.77K +7 New
Fifth Third Bancorp
632
Fifth Third Bancorp
Ohio
$1.58K -$5.05K -20 -77%
CTWM
633
Cherry Tree Wealth Management
Minnesota
$1.32K
RWM
634
Raffa Wealth Management
District of Columbia
$1.32K
EWP
635
Elevation Wealth Partners
California
$1.32K +$1.26K +5 New
AWM
636
Abound Wealth Management
Tennessee
$1.06K
HIA
637
Harbor Investment Advisory
Maryland
$1.06K +$1.01K +4 New
RFS
638
Richardson Financial Services
Massachusetts
$1.06K +$1.01K +4 New
WCM
639
Winthrop Capital Management
Indiana
$1K +$1.01K +4 New
CA
640
Continuum Advisory
Idaho
$794 +$757 +3 New
MCM
641
MV Capital Management
Maryland
$793 -$1.01K -4 -57%
IFAM
642
Institutional & Family Asset Management
Colorado
$793 -$757 -3 -50%
TWP
643
TFO Wealth Partners
Ohio
$793 -$505 -2 -40%
S
644
Sachetta
Massachusetts
$683
RAM
645
Riggs Asset Management
Pennsylvania
$529 +$505 +2 New
LFG
646
Larson Financial Group
Missouri
$267
MCM
647
Manchester Capital Management
Vermont
$265
TFM
648
TFC Financial Management
Massachusetts
$265 +$252 +1 New
DWM
649
Dogwood Wealth Management
Kansas
$2
GGH
650
GCM Grosvenor Holdings
Illinois
-$26.9M -118,304 Closed