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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
JFGIW
676
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14.6K +$15.9K +44 New
KFP
677
Kerr Financial Planning
California
$14.6K +$14.5K +40 New
WWM
678
Wolff Wiese Magana
California
$14K
HI
679
Harbour Investments
Wisconsin
$13K -$855K -2,358 -98%
MA
680
Montag & Associates
Georgia
$12.3K
SC
681
SouthState Corp
Florida
$11.6K -$362 -1 -3%
HNW
682
High Note Wealth
Minnesota
$11.3K
CPG
683
Cornerstone Planning Group
New Jersey
$10.8K +$1.81K +5 +19%
CT
684
Clearstead Trust
Maine
$10.3K
CNBTD
685
Citizens National Bank Trust Department
Mississippi
$10.3K
FFO
686
Fortitude Family Office
Arizona
$10.3K +$3.26K +9 +41%
HWA
687
Heartwood Wealth Advisors
Virginia
$10.3K +$11.2K +31 New
CFFP
688
Center for Financial Planning
Michigan
$10K
ADL
689
Asset Dedication LLC
California
$9.98K +$4.71K +13 +76%
GWSG
690
GPS Wealth Strategies Group
Colorado
$9.98K
AF
691
Advisornet Financial
Minnesota
$9.31K +$362 +1 +4%
OA
692
Operose Advisors
Wisconsin
$8.98K
SAM
693
Strive Asset Management
Ohio
$8.98K +$9.79K +27 New
CCM
694
Chilton Capital Management
Texas
$8.65K +$9.42K +26 New
GWM
695
Geneos Wealth Management
Colorado
$7.99K -$35.9K -99 -80%
CWP
696
Concord Wealth Partners
Virginia
$7.99K
FUBT
697
First United Bank & Trust
Maryland
$7.65K +$5.44K +15 +188%
GXJ
698
Global X Japan
Japan
$7.32K -$2.9K -8 -27%
T. Rowe Price Investment Management
699
T. Rowe Price Investment Management
Maryland
$7K +$6.89K +19 New
MAM
700
Meeder Asset Management
Ohio
$6.99K -$1.19M -3,275 -99%