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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
DO
801
denkapparat Operations
Germany
– -$336K -1,118 Closed
II
802
Impact Investors
California
– -$313K -1,042 Closed
HFO
803
Heritage Family Offices
Arizona
– -$310K -1,031 Closed
VFA
804
Valeo Financial Advisors
Indiana
– -$270K -897 Closed
TCBWMS
805
Texas Capital Bank Wealth Management Services
Texas
– -$236K -786 Closed
MGP
806
Metis Global Partners
California
– -$230K -766 Closed
IB
807
Intrust Bank
Kansas
– -$226K -750 Closed
IAN
808
Integrated Advisors Network
Texas
– -$214K -712 Closed
AWP
809
Abacus Wealth Partners
California
– -$214K -711 Closed
ODIJL
810
One Day In July LLC
Vermont
– -$211K -702 Closed
WF
811
WoodTrust Financial
Wisconsin
– -$211K -702 Closed
EH
812
Equitable Holdings
New York
– -$248K -695 Closed
NWAG
813
Net Worth Advisory Group
Utah
– -$209K -695 Closed
WIP
814
WealthCare Investment Partners
Rhode Island
– -$204K -680 Closed
BFIM
815
Beese Fulmer Investment Management
Ohio
– -$203K -676 Closed
TCA
816
Transcend Capital Advisors
New Jersey
– -$203K -676 Closed
OM
817
OV Management
Minnesota
– -$203K -674 Closed
DWM
818
Drive Wealth Management
Utah
– -$202K -671 Closed
NI
819
Natural Investments
California
– -$201K -671 Closed
PC
820
PCB Capital
New Jersey
– -$200K -666 Closed
DZ Bank
821
DZ Bank
Germany
– -$193K -642 Closed
SOW
822
State of Wyoming
Wyoming
– -$78.2K -260 Closed
ASN
823
Advisory Services Network
Georgia
– -$77.7K -258 Closed
PPC
824
Park Place Capital
Alabama
– -$40K -133 Closed
BOJHT
825
Bank of Jackson Hole Trust
Wyoming
– -$37K -123 Closed