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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
KCM
726
Key Capital Management
Tennessee
$1.97K – – –
MCA
727
McGuire Capital Advisors
Oklahoma
$1.97K – – –
PWA
728
Principia Wealth Advisory
Texas
$1.97K +$900 +3 +75%
BLC
729
Brown, Lisle/Cummings
Rhode Island
$1.89K -$2.1K -7 -50%
CIAS
730
CBIZ Investment Advisory Services
Ohio
$1.8K – – –
KG
731
Kilter Group
New York
$1.69K – – –
RWM
732
Rialto Wealth Management
New York
$1.69K +$300 +1 +20%
RIL
733
Rothschild Investment LLC
Illinois
$1.69K +$1.2K +4 +200%
MCM
734
Manchester Capital Management
Vermont
$1.41K -$600 -2 -29%
HHCP
735
Hilton Head Capital Partners
South Carolina
$1.41K – – –
MIM
736
Marshall Investment Management
Colorado
$1.41K – – –
PS
737
Planning Strategies
Pennsylvania
$1.41K +$1.5K +5 New
SEP
738
Signature Equity Partners
Ohio
$1.22K -$1.2K -4 -50%
BW
739
Basepoint Wealth
Iowa
$1.13K – – –
TWD
740
True Wealth Design
Ohio
$1.13K -$4.2K -14 -78%
BWL
741
Bogart Wealth LLC
Virginia
$1.13K -$900 -3 -43%
BGAI
742
Bruce G. Allen Investments
Colorado
$1.13K – – –
SC
743
SouthState Corp
Florida
$1.13K +$300 +1 +33%
BCV
744
Banque Cantonale Vaudoise
Switzerland
$1.05K -$327K -1,088 -23%
SIM
745
Synergy Investment Management
Florida
$1.01K +$900 +3 New
CAL
746
Capital Advisors Ltd
Ohio
$1K – – –
Pacer Advisors
747
Pacer Advisors
Pennsylvania
$1K – – –
ACA
748
American Capital Advisory
Idaho
$846 -$300 -1 -25%
NB
749
NBT Bank
New York
$845 -$88.8K -296 -99%
1CP
750
1015 Capital Partners
Pennsylvania
$845 -$600 -2 -40%