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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
AW
301
Alpha Windward
Massachusetts
$9K – – –
JCM
302
Jacobi Capital Management
Pennsylvania
$8K – – –
PCG
303
Private Capital Group
Connecticut
$7K -$73.7K -1,023 -92%
CI
304
CX Institutional
Indiana
$7K – – –
KPW
305
Kore Private Wealth
New York
$7K – – –
S
306
SignatureFD
Georgia
$6K -$504 -7 -8%
IA
307
IFP Advisors
Florida
$5K -$10.7K -148 -62%
VFA
308
Valeo Financial Advisors
Indiana
$3K +$1.8K +25 +100%
IWP
309
Icon Wealth Partners
Texas
$3K +$2.67K +37 New
EARNEST Partners
310
EARNEST Partners
Georgia
$2K – – –
EFSCE
311
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
PCP
312
Proficio Capital Partners
Massachusetts
$2K – – –
PFGIA
313
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$1.73K +24 New
BCA
314
Berman Capital Advisors
Georgia
$2K +$2.23K +31 New
GWM
315
Geneos Wealth Management
Colorado
$1K – – –
TNBTD
316
Trustmark National Bank Trust Department
Mississippi
$1K – – –
FGAM
317
Financial Gravity Asset Management
Texas
$1K +$649 +9 New
MSA
318
Marino Stram & Associates
Massachusetts
$1K +$1.15K +16 New
Point72 Asset Management
319
Point72 Asset Management
Connecticut
– -$26.6M -436,198 Closed
HCM
320
HMI Capital Management
California
– -$20.8M -340,363 Closed
ZDA
321
Zweig-DiMenna Associates
New York
– -$13.2M -216,275 Closed
PCM
322
Prana Capital Management
Connecticut
– -$9.41M -154,018 Closed
Hudson Bay Capital Management
323
Hudson Bay Capital Management
Connecticut
– -$5.56M -91,067 Closed
MWNA
324
Marshall Wace North America
New York
– -$3.81M -62,374 Closed
SSA
325
Schonfeld Strategic Advisors
New York
– -$2.6M -42,500 Closed