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LPL Financial
LPLA
LPLA
365.75
USD
+4.40
1.22%
At close
Updated
Aug 24, 12:57 PM EDT
Pre-market
After hours
1 day
1.22%
5 days
-1.04%
1 month
11.27%
3 months
29.51%
6 months
18.48%
Year to date
1.14%
1 year
1.48%
5 years
150.55%
10 years
1,177.06%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 901 |
AWM
901
Activest Wealth Management
Aventure,
Florida
| – | -$3.99K | -12 | Closed |
|
| 902 |
CCM
902
Cloud Capital Management
Seattle,
Washington
| – | -$3K | -12 | Closed |
|
| 903 |
AAS
903
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$2.66K | -8 | Closed |
|
| 904 |
Q1WB
904
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
| – | -$2.66K | -8 | Closed |
|
| 905 |
BHWM
905
Beaird Harris Wealth Management
Dallas,
Texas
| – | -$1.66K | -5 | Closed |
|
| 906 |
CTWM
906
Cherry Tree Wealth Management
Minnetonka,
Minnesota
| – | -$1.66K | -5 | Closed |
|
| 907 |
TIM
907
Tortoise Investment Management
White Plains,
New York
| – | -$1.66K | -5 | Closed |
|
| 908 |
DCM
908
Davis Capital Management
Jacksonville,
Florida
| – | -$333 | -1 | Closed |
|