We are live on ! Find out more
LPLA icon

LPL Financial
LPLA

Name Holding Trade Value Shares
Change 		Change in
Stake
OCWP
651
Owl Creek Wealth Partners
Colorado
$16.8K +$18.8K +56 New
NEWAS
652
N.E.W. Advisory Services
Wisconsin
$16.2K – – –
LSA
653
Leonteq Securities AG
Switzerland
$15.6K -$87.2K -260 -83%
KFAS
654
Keating Financial Advisory Services
Kansas
$15.3K -$5.7K -17 -25%
EB
655
Eastern Bank
Massachusetts
$15K -$12.1K -36 -42%
W
656
WealthCollab
Washington
$15K – – –
DWP
657
Destiny Wealth Partners
Florida
$15K +$16.8K +50 New
MEG
658
Millstone Evans Group
Colorado
$14.7K – – –
PWMG
659
Private Wealth Management Group
New Jersey
$14.7K – – –
PMFA
660
Plante Moran Financial Advisors
Michigan
$14.4K – – –
FDW
661
Fourth Dimension Wealth
Ohio
$14.1K – – –
FFO
662
Fortitude Family Office
Arizona
$13.8K +$7.38K +22 +92%
TRCT
663
Tower Research Capital (TRC)
New York
$13.5K -$140K -416 -90%
CPG
664
Cornerstone Planning Group
New Jersey
$13.5K +$2.01K +6 +17%
KFP
665
Kerr Financial Planning
California
$13.4K +$336 +1 +3%
CI
666
CX Institutional
Indiana
$13K +$12.4K +37 +529%
BIA
667
Bell Investment Advisors
California
$12.9K -$5.37K -16 -27%
WAG
668
Wilkerson Advisory Group
Missouri
$12.6K -$285K -850 -95%
FCAS
669
First Command Advisory Services
Texas
$12.6K +$14.1K +42 New
WWM
670
Wolff Wiese Magana
California
$11.1K -$1.68K -5 -12%
MA
671
Montag & Associates
Georgia
$11.1K – – –
SIC
672
SJS Investment Consulting
Ohio
$10.5K +$6.71K +20 +133%
SS
673
SBI Securities
Japan
$10.5K -$6.38K -19 -35%
BIAS
674
Beacon Investment Advisory Services
New Jersey
$10.2K +$11.4K +34 New
CFFP
675
Center for Financial Planning
Michigan
$9.09K – – –
25 26
27
28 29