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LPL Financial
LPLA

Name Holding Trade Value Shares
Change 		Change in
Stake
CTC
651
Cetera Trust Company
Minnesota
$21.1K – – –
KFAS
652
Keating Financial Advisory Services
Kansas
$20.8K +$6.9K +23 +45%
OCM
653
Osterweis Capital Management
California
$19.7K – – –
CA
654
Crewe Advisors
Utah
$19.2K +$20.4K +68 New
TC
655
Trust Company
Kansas
$19.2K +$3K +10 +17%
PB
656
Pinnacle Bancorp
Nebraska
$17.7K – – –
RF
657
Rossby Financial
Florida
$17.5K -$5.1K -17 -22%
CI
658
CX Institutional
Indiana
$17K +$5.1K +17 +39%
NEWAS
659
N.E.W. Advisory Services
Wisconsin
$15.2K – – –
LI
660
LRI Investments
Florida
$14.2K -$6K -20 -29%
EB
661
Eastern Bank
Massachusetts
$14.1K – – –
W
662
WealthCollab
Washington
$14.1K – – –
PWMG
663
Private Wealth Management Group
New Jersey
$13.8K – – –
FDW
664
Fourth Dimension Wealth
Ohio
$13.2K – – –
FFO
665
Fortitude Family Office
Arizona
$12.1K -$900 -3 -7%
BIA
666
Bell Investment Advisors
California
$11.8K -$300 -1 -2%
OCWP
667
Owl Creek Wealth Partners
Colorado
$11.5K -$4.5K -15 -27%
APFP
668
Action Point Financial Planning
Michigan
$11.5K +$12.9K +43 New
KFP
669
Kerr Financial Planning
California
$11.2K – – –
CPG
670
Cornerstone Planning Group
New Jersey
$10.5K -$3K -10 -24%
MA
671
Montag & Associates
Georgia
$10.4K – – –
WWM
672
Wolff Wiese Magana
California
$10.4K – – –
SS
673
SBI Securities
Japan
$9.86K – – –
PAMS
674
Pinpoint Asset Management (Singapore)
$9.58K -$52.5K -175 -84%
CFFP
675
Center for Financial Planning
Michigan
$8.52K – – –
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