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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
AG
251
Advisor Group
Arizona
$64K +$6.94K +112 +12%
Envestnet Asset Management
252
Envestnet Asset Management
Illinois
$61K -$3.66K -59 -6%
US Bancorp
253
US Bancorp
Minnesota
$55K -$155K -2,498 -74%
FCAG
254
First Capital Advisors Group
New Jersey
$54K +$54.5K +879 New
WAM
255
Wealthspire Advisors (Maryland)
Maryland
$52K – – –
ClearBridge Investments
256
ClearBridge Investments
New York
$47K +$186 +3 +0.4%
AssetMark Inc
257
AssetMark Inc
California
$46K -$2.11K -34 -4%
AIL
258
AGF Investments LLC
Ontario, Canada
$35K +$13.8K +222 +63%
PHK
259
Point72 Hong Kong
Hong Kong
$34K +$34.5K +556 New
AW
260
Alpha Windward
Massachusetts
$32K – – –
ASN
261
Advisory Services Network
Georgia
$30K +$1.86K +30 +6%
GWM
262
Geneos Wealth Management
Colorado
$27K +$26.7K +430 +2,048%
OBWP
263
O'Brien Wealth Partners
Massachusetts
$24K +$24.8K +400 New
DZ Bank
264
DZ Bank
Germany
$23K +$23.5K +379 New
RFC
265
Regions Financial Corp
Alabama
$22K -$6.07K -98 -22%
QAM
266
QCI Asset Management
New York
$21K -$3.1K -50 -13%
CAPTRUST Financial Advisors
267
CAPTRUST Financial Advisors
North Carolina
$16K +$16.7K +269 New
FQ
268
First Quadrant
California
$15K -$117K -1,895 -88%
BWA
269
BDO Wealth Advisors
Florida
$14K +$14.5K +234 New
PCM
270
Prelude Capital Management
New York
$12K +$12.1K +195 New
QI
271
QS Investors
New York
$10K – – –
APP
272
Avantax Planning Partners
Iowa
$9K +$9.98K +161 New
OIA
273
OneDigital Investment Advisors
Kansas
$8K – – –
CIBC Private Wealth Group
274
CIBC Private Wealth Group
Georgia
$7K -$1.61K -26 -18%
JCM
275
Jacobi Capital Management
Pennsylvania
$6K – – –