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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
MIM
701
MTM Investment Management
South Carolina
$3.94K
CCMI
702
Creative Capital Management Investments
California
$3.94K +$4.2K +14 New
TVWM
703
Tower View Wealth Management
Wisconsin
$3.66K -$900 -3 -19%
PTC
704
Private Trust Company
Ohio
$3.66K
VWA
705
Valued Wealth Advisors
Utah
$3.66K +$900 +3 +30%
CFB
706
Cullen/Frost Bankers
Texas
$3.39K -$4.8K -16 -57%
CT
707
Clearstead Trust
Maine
$3.38K +$1.8K +6 +100%
CFM
708
Cornerstone Financial Management
Massachusetts
$3.38K -$300 -1 -8%
FDCP
709
Foster Dykema Cabot & Partners
Massachusetts
$3.38K
SMBT
710
Southern Michigan Bank & Trust
Michigan
$3.1K
BHWM
711
Bay Harbor Wealth Management
Maryland
$3.1K +$600 +2 +22%
CAM
712
Chesapeake Asset Management
New York
$3.1K +$3.3K +11 New
S
713
Sachetta
Massachusetts
$2.82K -$1.8K -6 -38%
MHR
714
Matthew Hamilton Rosenberg
$2.82K
Vanguard National Trust
715
Vanguard National Trust
Pennsylvania
$2.82K
HIA
716
HFM Investment Advisors
New Jersey
$2.82K +$2.1K +7 +233%
WPA
717
West Paces Advisors
Georgia
$2.82K +$3K +10 New
AFC
718
Ares Financial Consulting
California
$2.56K
AAG
719
Armstrong Advisory Group
Massachusetts
$2.54K
HFS
720
Hughes Financial Services
Virginia
$2.54K +$600 +2 +29%
WB
721
Webster Bank
Connecticut
$2.54K +$2.7K +9 New
FNWA
722
Financial Network Wealth Advisors
Utah
$2.27K -$1.5K -5 -38%
FUBT
723
First United Bank & Trust
Maryland
$2.25K
RWM
724
Raffa Wealth Management
District of Columbia
$2.25K +$900 +3 +60%
KCM
725
Key Capital Management
Tennessee
$1.97K