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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
RBI
676
Raiffeisen Bank International
Austria
$14.6K -$305K -842 -95%
JFGIW
677
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14.6K +$15.9K +44 New
KFP
678
Kerr Financial Planning
California
$14.6K +$14.5K +40 New
WWM
679
Wolff Wiese Magana
California
$14K – – –
HI
680
Harbour Investments
Wisconsin
$13K -$855K -2,358 -98%
MA
681
Montag & Associates
Georgia
$12.3K – – –
SC
682
SouthState Corp
Florida
$11.6K -$362 -1 -3%
HNW
683
High Note Wealth
Minnesota
$11.3K – – –
CPG
684
Cornerstone Planning Group
New Jersey
$10.8K +$1.81K +5 +19%
CT
685
Clearstead Trust
Maine
$10.3K – – –
CNBTD
686
Citizens National Bank Trust Department
Mississippi
$10.3K – – –
FFO
687
Fortitude Family Office
Arizona
$10.3K +$3.26K +9 +41%
HWA
688
Heartwood Wealth Advisors
Virginia
$10.3K +$11.2K +31 New
CFFP
689
Center for Financial Planning
Michigan
$10K – – –
ADL
690
Asset Dedication LLC
California
$9.98K +$4.71K +13 +76%
GWSG
691
GPS Wealth Strategies Group
Colorado
$9.98K – – –
AF
692
Advisornet Financial
Minnesota
$9.31K +$362 +1 +4%
OA
693
Operose Advisors
Wisconsin
$8.98K – – –
SAM
694
Strive Asset Management
Ohio
$8.98K +$9.79K +27 New
CCM
695
Chilton Capital Management
Texas
$8.65K +$9.42K +26 New
GWM
696
Geneos Wealth Management
Colorado
$7.99K -$35.9K -99 -80%
CWP
697
Concord Wealth Partners
Virginia
$7.99K – – –
FUBT
698
First United Bank & Trust
Maryland
$7.65K +$5.44K +15 +188%
GXJ
699
Global X Japan
Japan
$7.32K -$2.9K -8 -27%
T. Rowe Price Investment Management
700
T. Rowe Price Investment Management
Maryland
$7K +$6.89K +19 New