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LPL Financial
LPLA

Name Holding Trade Value Shares
Change 		Change in
Stake
KFAS
651
Keating Financial Advisory Services
Kansas
$20.8K +$6.9K +23 +45%
OCM
652
Osterweis Capital Management
California
$19.7K – – –
CA
653
Crewe Advisors
Utah
$19.2K +$20.4K +68 New
TC
654
Trust Company
Kansas
$19.2K +$3K +10 +17%
PB
655
Pinnacle Bancorp
Nebraska
$17.7K – – –
RF
656
Rossby Financial
Florida
$17.5K -$5.1K -17 -22%
CI
657
CX Institutional
Indiana
$17K +$5.1K +17 +39%
NEWAS
658
N.E.W. Advisory Services
Wisconsin
$15.2K – – –
LI
659
LRI Investments
Florida
$14.2K -$6K -20 -29%
EB
660
Eastern Bank
Massachusetts
$14.1K – – –
W
661
WealthCollab
Washington
$14.1K – – –
PWMG
662
Private Wealth Management Group
New Jersey
$13.8K – – –
FDW
663
Fourth Dimension Wealth
Ohio
$13.2K – – –
FFO
664
Fortitude Family Office
Arizona
$12.1K -$900 -3 -7%
BIA
665
Bell Investment Advisors
California
$11.8K -$300 -1 -2%
OCWP
666
Owl Creek Wealth Partners
Colorado
$11.5K -$4.5K -15 -27%
APFP
667
Action Point Financial Planning
Michigan
$11.5K +$12.9K +43 New
KFP
668
Kerr Financial Planning
California
$11.2K – – –
CPG
669
Cornerstone Planning Group
New Jersey
$10.5K -$3K -10 -24%
MA
670
Montag & Associates
Georgia
$10.4K – – –
WWM
671
Wolff Wiese Magana
California
$10.4K – – –
SS
672
SBI Securities
Japan
$9.86K – – –
PAMS
673
Pinpoint Asset Management (Singapore)
$9.58K -$52.5K -175 -84%
CFFP
674
Center for Financial Planning
Michigan
$8.52K – – –
SIC
675
SJS Investment Consulting
Ohio
$8.45K -$1.5K -5 -14%
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