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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
276
Carson Wealth (CWM LLC)
Nebraska
$66K – – –
PHK
277
Point72 Hong Kong
Hong Kong
$60K -$268K -3,348 -82%
IA
278
IFP Advisors
Florida
$60K +$60.6K +757 New
CAPTRUST Financial Advisors
279
CAPTRUST Financial Advisors
North Carolina
$57K -$80 -1 -0.1%
SLF
280
Sun Life Financial
Ontario, Canada
$49K +$240 +3 +0.5%
GSWM
281
Golden State Wealth Management
California
$48K -$1.84K -23 -4%
US Bancorp
282
US Bancorp
Minnesota
$43K -$50.9K -636 -55%
SSB
283
Sandy Spring Bank
Maryland
$39K – – –
CFGS
284
Concourse Financial Group Securities
Alabama
$36K +$560 +7 +2%
TFGT
285
TS Financial Group (TSFG)
Illinois
$36K +$19.9K +249 +135%
DekaBank Deutsche Girozentrale
286
DekaBank Deutsche Girozentrale
Germany
$35K – – –
PCG
287
Private Capital Group
Connecticut
$21K -$154K -1,925 -88%
CIA
288
CSat Investment Advisory
Michigan
$19K +$3.28K +41 +22%
FHA
289
Flagship Harbor Advisors
Massachusetts
$18K – – –
Northwestern Mutual Wealth Management
290
Northwestern Mutual Wealth Management
Wisconsin
$18K – – –
QI
291
QS Investors
New York
$14K – – –
GRP
292
Global Retirement Partners
California
$13K +$11.8K +147 +2,100%
CCM
293
Covington Capital Management
California
$11K +$10.6K +133 New
JCM
294
Jacobi Capital Management
Pennsylvania
$10K – – –
CI
295
CX Institutional
Indiana
$8K – – –
S
296
SignatureFD
Georgia
$7K – – –
FEM
297
Fulcrum Equity Management
Texas
$6K +$5.52K +69 New
DAM
298
Delta Asset Management
Tennessee
$6K +$6.24K +78 New
EFSCE
299
Enterprise Financial Services Corp (EFSC)
Missouri
$3K – – –
PA
300
Parallel Advisors
California
$3K +$2.64K +33 New