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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
EB
701
Eastern Bank
Massachusetts
$30.7K – – –
JWA
702
JFS Wealth Advisors
Pennsylvania
$30.7K +$6.72K +19 +28%
IWP
703
IAG Wealth Partners
Wisconsin
$29.9K – – –
SGK
704
Steigerwald Gordon & Koch
Virginia
$27.9K +$23.3K +66 +550%
CTC
705
Cetera Trust Company
Minnesota
$26.8K -$44.2K -125 -63%
PTC
706
Private Trust Company
Ohio
$26.8K -$4.24K -12 -14%
CA
707
Clearstead Advisors
Ohio
$26.8K +$25.8K +73 +3,650%
WG
708
Wellington Group
Indiana
$26.8K +$26.5K +75 New
SL
709
Salomon & Ludwin
Virginia
$26.6K -$707 -2 -3%
MPWT
710
MassMutual Private Wealth & Trust
Connecticut
$26.1K -$2.12K -6 -8%
OCM
711
Osterweis Capital Management
California
$25K – – –
KFAS
712
Keating Financial Advisory Services
Kansas
$24.3K +$24.1K +68 New
LFG
713
Larson Financial Group
Missouri
$23.2K – – –
PB
714
Pinnacle Bancorp
Nebraska
$22.5K – – –
CFO
715
CVA Family Office
Colorado
$21.8K – – –
YDMI
716
Y.D. More Investments
Israel
$21.4K +$21.2K +60 New
BIA
717
Bell Investment Advisors
California
$21.1K +$4.24K +12 +26%
GXJ
718
Global X Japan
Japan
$20.7K +$12.7K +36 +164%
HI
719
Harbour Investments
Wisconsin
$20K +$6.01K +17 +44%
TFA
720
Transamerica Financial Advisors
Florida
$19.9K +$1.77K +5 +10%
SS
721
SBI Securities
Japan
$19.3K -$1.06K -3 -5%
NEWAS
722
N.E.W. Advisory Services
Wisconsin
$19.3K – – –
W
723
WealthCollab
Washington
$17.9K – – –
SEP
724
Signature Equity Partners
Ohio
$17.7K +$17.3K +49 New
PWMG
725
Private Wealth Management Group
New Jersey
$17.5K – – –