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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
SIS
626
Sound Income Strategies
Florida
$1.63K – – –
WT
627
Washington Trust
Rhode Island
$1.4K -$1.58K -7 -54%
CA
628
Continuum Advisory
Idaho
$1.26K +$225 +1 +33%
EWP
629
Elevation Wealth Partners
California
$1.17K – – –
CTWM
630
Cherry Tree Wealth Management
Minnesota
$1.16K – – –
TCOV
631
Trust Company of Vermont
Vermont
$1.16K -$8.56K -38 -88%
RWM
632
Raffa Wealth Management
District of Columbia
$1.16K – – –
RIL
633
Rothschild Investment LLC
Illinois
$1.16K – – –
CA
634
Claris Advisors
Missouri
$1.16K +$1.13K +5 New
RFS
635
Richardson Financial Services
Massachusetts
$1.12K – – –
TFA
636
Transamerica Financial Advisors
Florida
$1K -$125K -554 -100%
CAL
637
Capital Advisors Ltd
Ohio
$1K +$225 +1 +50%
AW
638
Avion Wealth
Texas
$1K +$451 +2 +33%
BGAI
639
Bruce G. Allen Investments
Colorado
$931 -$3.38K -15 -79%
TAM
640
Tucker Asset Management
Colorado
$931 – – –
BF
641
BOK Financial
Oklahoma
$472 +$451 +2 New
LFG
642
Larson Financial Group
Missouri
$468 +$225 +1 +100%
Pacer Advisors
643
Pacer Advisors
Pennsylvania
$465 +$451 +2 New
TPW
644
Talon Private Wealth
Florida
$465 +$451 +2 New
MCM
645
Manchester Capital Management
Vermont
$233 – – –
DWM
646
Dogwood Wealth Management
Kansas
$2 – – –
Capital Research Global Investors
647
Capital Research Global Investors
California
– -$440M -1,577,102 Closed
NPCM
648
North Peak Capital Management
New York
– -$62.8M -224,731 Closed
CHP
649
Castle Hook Partners
New York
– -$58M -207,774 Closed
JSP
650
Jackson Square Partners
California
– -$38.5M -137,689 Closed