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LPL Financial
LPLA

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
726
SouthState Corp
Florida
$13.5K -$1.05K -3 -8%
HNW
727
High Note Wealth
Minnesota
$12.7K – – –
CT
728
Clearstead Trust
Maine
$11.6K +$6.31K +18 +138%
CNBTD
729
Citizens National Bank Trust Department
Mississippi
$11.6K – – –
CFFP
730
Center for Financial Planning
Michigan
$11.3K – – –
GWSG
731
GPS Wealth Strategies Group
Colorado
$11.3K +$5.25K +15 +100%
GXJ
732
Global X Japan
Japan
$11.2K -$20K -57 -66%
AF
733
Advisornet Financial
Minnesota
$10.1K -$3.85K -11 -29%
OA
734
Operose Advisors
Wisconsin
$10.1K – – –
CPG
735
Cornerstone Planning Group
New Jersey
$10.1K -$2.8K -8 -23%
CWP
736
Concord Wealth Partners
Virginia
$9K – – –
RAM
737
Riggs Asset Management
Pennsylvania
$8.63K +$8.06K +23 New
FFO
738
Fortitude Family Office
Arizona
$8.25K +$4.91K +14 +175%
CPA
739
Compass Planning Associates
Massachusetts
$7.91K – – –
CWM
740
Cranbrook Wealth Management
Michigan
$7.13K – – –
CB
741
CNB Bank
Pennsylvania
$7.12K – – –
TCOT
742
Trust Company of Toledo
Ohio
$7.12K +$6.66K +19 New
AAS
743
Ameritas Advisory Services
Nebraska
$6.75K +$6.31K +18 New
DPW
744
DiNuzzo Private Wealth
Pennsylvania
$6.38K – – –
ADL
745
Asset Dedication LLC
California
$6.38K +$5.96K +17 New
S
746
Sachetta
Massachusetts
$6K +$1.4K +4 +33%
FNWA
747
Financial Network Wealth Advisors
Utah
$5.63K -$701 -2 -12%
MCM
748
MV Capital Management
Maryland
$5.25K -$350 -1 -7%
MIM
749
MTM Investment Management
South Carolina
$5.25K +$4.91K +14 New
CIA
750
Cape Investment Advisory
Georgia
$4.88K -$8.06K -23 -64%
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30
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