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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CA
626
Continuum Advisory
Idaho
$1.26K +$225 +1 +33%
EWP
627
Elevation Wealth Partners
California
$1.17K
CTWM
628
Cherry Tree Wealth Management
Minnesota
$1.16K
TCOV
629
Trust Company of Vermont
Vermont
$1.16K -$8.56K -38 -88%
RWM
630
Raffa Wealth Management
District of Columbia
$1.16K
RIL
631
Rothschild Investment LLC
Illinois
$1.16K
CA
632
Claris Advisors
Missouri
$1.16K +$1.13K +5 New
RFS
633
Richardson Financial Services
Massachusetts
$1.12K
TFA
634
Transamerica Financial Advisors
Florida
$1K -$125K -554 -100%
CAL
635
Capital Advisors Ltd
Ohio
$1K +$225 +1 +50%
AW
636
Avion Wealth
Texas
$1K +$451 +2 +33%
BGAI
637
Bruce G. Allen Investments
Colorado
$931 -$3.38K -15 -79%
TAM
638
Tucker Asset Management
Colorado
$931
BF
639
BOK Financial
Oklahoma
$472 +$451 +2 New
LFG
640
Larson Financial Group
Missouri
$468 +$225 +1 +100%
Pacer Advisors
641
Pacer Advisors
Pennsylvania
$465 +$451 +2 New
TPW
642
Talon Private Wealth
Florida
$465 +$451 +2 New
IAIM
643
International Assets Investment Management
Florida
$399 +$20.7M +92,020 +11,517%
MCM
644
Manchester Capital Management
Vermont
$233
DWM
645
Dogwood Wealth Management
Kansas
$2
Capital Research Global Investors
646
Capital Research Global Investors
California
-$440M -1,577,102 Closed
NPCM
647
North Peak Capital Management
New York
-$62.8M -224,731 Closed
CHP
648
Castle Hook Partners
New York
-$58M -207,774 Closed
JSP
649
Jackson Square Partners
California
-$38.5M -137,689 Closed
PI
650
PineBridge Investments
New York
-$36.8M -131,783 Closed