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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CTWM
701
Cherry Tree Wealth Management
Minnesota
$1.63K – – –
TCOV
702
Trust Company of Vermont
Vermont
$1.63K – – –
CIAM
703
Caitong International Asset Management
Hong Kong
$1.63K +$1.48K +5 New
KIM
704
Kestra Investment Management
Texas
$1.34K +$1.18K +4 New
BF
705
BOK Financial
Oklahoma
$1.32K +$591 +2 +100%
CA
706
Continuum Advisory
Idaho
$1.31K – – –
TAM
707
Tucker Asset Management
Colorado
$1.31K – – –
CAL
708
Capital Advisors Ltd
Ohio
$1K – – –
TFA
709
Transamerica Financial Advisors
Florida
$1K – – –
CSWM
710
Cassady Schiller Wealth Management
Ohio
$980 +$887 +3 New
PWM
711
Parkworth Wealth Management
California
$980 +$887 +3 New
NS
712
NBC Securities
Alabama
$695 -$632K -2,138 -100%
LFG
713
Larson Financial Group
Missouri
$657 – – –
TWD
714
True Wealth Design
Ohio
$654 +$591 +2 New
RWM
715
Raffa Wealth Management
District of Columbia
$653 -$887 -3 -60%
Pacer Advisors
716
Pacer Advisors
Pennsylvania
$653 – – –
TPW
717
Talon Private Wealth
Florida
$653 – – –
PWA
718
Principia Wealth Advisory
Texas
$653 +$591 +2 New
WW
719
Winnow Wealth
Texas
$474 +$591 +2 New
CPG
720
Cornerstone Planning Group
New Jersey
$353 +$296 +1 New
RIL
721
Rothschild Investment LLC
Illinois
$327 -$1.18K -4 -80%
MCM
722
Manchester Capital Management
Vermont
$327 – – –
AWM
723
Activest Wealth Management
Florida
$327 +$296 +1 New
HWA
724
HHM Wealth Advisors
Tennessee
$327 +$296 +1 New
RS
725
Rakuten Securities
Japan
$327 +$296 +1 New