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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
FGC
226
Financial Gravity Companies
Texas
$10K +$8.47K +161 New
FMA
227
FNY Managed Accounts
New York
$9K -$26.5K -504 -75%
CIBC Private Wealth Group
228
CIBC Private Wealth Group
Georgia
$8K -$1.12M -21,360 -99%
OIA
229
OneDigital Investment Advisors
Kansas
$7K +$6.84K +130 New
JCM
230
Jacobi Capital Management
Pennsylvania
$6K – – –
OPWM
231
Oak Point Wealth Management
Michigan
$6K +$5.37K +102 New
GFP
232
Gryphon Financial Partners
Ohio
$5K +$4.47K +85 New
SPI
233
Santori & Peters Inc
Pennsylvania
$4K +$3.42K +65 New
Carson Wealth (CWM LLC)
234
Carson Wealth (CWM LLC)
Nebraska
$3K +$2.95K +56 New
EFSCE
235
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
Northwestern Mutual Wealth Management
236
Northwestern Mutual Wealth Management
Wisconsin
$2K – – –
PCP
237
Proficio Capital Partners
Massachusetts
$2K – – –
BTIS
238
BB&T Investment Services
North Carolina
$2K +$947 +18 New
EARNEST Partners
239
EARNEST Partners
Georgia
$2K +$1.53K +29 New
GWM
240
Geneos Wealth Management
Colorado
$1K – – –
TG
241
TLP Group
Illinois
$1K +$737 +14 New
NFA
242
Nationwide Fund Advisors
Ohio
– -$7.78M -150,801 Closed
JIM
243
Jupiter Investment Management
United Kingdom
– -$4.79M -92,852 Closed
CEP
244
Chicago Equity Partners
Illinois
– -$3.82M -74,030 Closed
SCM
245
Stevens Capital Management
Pennsylvania
– -$3.75M -72,669 Closed
MC
246
Maverick Capital
Texas
– -$3.5M -67,770 Closed
LCM
247
Laurion Capital Management
New York
– -$2.99M -57,912 Closed
APG Asset Management
248
APG Asset Management
Netherlands
– -$2.87M -55,600 Closed
EGM
249
Engineers Gate Manager
New York
– -$2.81M -54,410 Closed
3C
250
361 Capital
Colorado
– -$2.28M -44,142 Closed