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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
301
CSat Investment Advisory
Michigan
$15K +$15K +190 New
QI
302
QS Investors
New York
$14K – – –
FMP
303
Financial Management Professionals
Texas
$13K +$12.7K +161 New
RIA
304
Realta Investment Advisors
Delaware
$11K +$10.5K +133 New
JCM
305
Jacobi Capital Management
Pennsylvania
$9K – – –
CI
306
CX Institutional
Indiana
$8K – – –
S
307
SignatureFD
Georgia
$7K – – –
PCP
308
Proficio Capital Partners
Massachusetts
$4K +$633 +8 +23%
EFSCE
309
Enterprise Financial Services Corp (EFSC)
Missouri
$3K – – –
VFA
310
Valeo Financial Advisors
Indiana
$2K -$1.98K -25 -50%
BCA
311
Berman Capital Advisors
Georgia
$2K – – –
EARNEST Partners
312
EARNEST Partners
Georgia
$2K – – –
BBHC
313
Brown Brothers Harriman & Co
New York
$1K -$355K -4,486 -100%
PFGIA
314
Patriot Financial Group Insurance Agency
Massachusetts
$1K -$949 -12 -50%
GWM
315
Geneos Wealth Management
Colorado
$1K – – –
TNBTD
316
Trustmark National Bank Trust Department
Mississippi
$1K – – –
GRP
317
Global Retirement Partners
California
$1K +$554 +7 New
TWA
318
TCI Wealth Advisors
Arizona
$1K +$554 +7 New
FGAM
319
Financial Gravity Asset Management
Texas
$1K +$633 +8 +89%
SC
320
Sovarnum Capital
New York
– -$7.48M -107,400 Closed
WCM
321
Wildcat Capital Management
New York
– -$7.08M -101,712 Closed
BNP Paribas Asset Management
322
BNP Paribas Asset Management
France
– -$3.52M -50,529 Closed
IP
323
Interval Partners
New York
– -$1.78M -25,588 Closed
HI
324
HBK Investments
Texas
– -$1.65M -23,750 Closed
QIM
325
Quantitative Investment Management
Virginia
– -$1.52M -21,900 Closed