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LPL Financial
LPLA

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
751
Wealth Preservation Advisors
Tennessee
$4.88K +$701 +2 +18%
FDCP
752
Foster Dykema Cabot & Partners
Massachusetts
$4.5K – – –
TWD
753
True Wealth Design
Ohio
$4.5K +$1.05K +3 +33%
AWM
754
Activest Wealth Management
Florida
$4.5K +$3.85K +11 +1,100%
EP
755
Essential Partners
California
$4.5K +$4.2K +12 New
TIM
756
Total Investment Management
Arizona
$4.5K +$4.2K +12 New
AW
757
Avion Wealth
Texas
$4K +$1.4K +4 +57%
AF
758
Alerus Financial
North Dakota
$3.75K -$845K -2,412 -100%
MHR
759
Matthew Hamilton Rosenberg
$3.75K – – –
SO
760
Sierra Ocean
California
$3.75K – – –
CH
761
Cromwell Holdings
Wyoming
$3.75K +$1.75K +5 +100%
M
762
MOTCO
Texas
$3.56K +$1.4K +4 +80%
AAG
763
Armstrong Advisory Group
Massachusetts
$3.38K +$3.15K +9 New
SIC
764
SJS Investment Consulting
Ohio
$3K -$1.75K -5 -38%
FUBT
765
First United Bank & Trust
Maryland
$3K – – –
TPWA
766
Twin Peaks Wealth Advisors
California
$2.99K +$2.8K +8 New
SIS
767
Sound Income Strategies
Florida
$2.63K – – –
BLC
768
Brown, Lisle/Cummings
Rhode Island
$2.51K +$350 +1 +17%
AGWCA
769
Annis Gardner Whiting Capital Advisors
Florida
$2.25K +$2.1K +6 New
KG
770
Kilter Group
New York
$2.25K +$2.1K +6 New
BAM
771
Bellevue Asset Management
Washington
$2.25K +$701 +2 +50%
CTWM
772
Cherry Tree Wealth Management
Minnesota
$1.88K – – –
HIA
773
HFM Investment Advisors
New Jersey
$1.88K +$1.05K +3 +150%
CIAS
774
CBIZ Investment Advisory Services
Ohio
$1.88K +$1.75K +5 New
PA
775
Pineridge Advisors
Missouri
$1.88K +$1.75K +5 New
29 30
31
32 33