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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
IRF
301
IBM Retirement Fund
New York
$353K – – –
MCM
302
MAI Capital Management
Ohio
$346K +$18.4K +128 +6%
LSA
303
L & S Advisors
California
$345K +$316K +2,200 New
TC
304
TownSquare Capital
Utah
$337K +$308K +2,147 New
AA
305
ALPS Advisors
Colorado
$333K -$4.31K -30 -1%
M&T Bank
306
M&T Bank
New York
$317K -$31.5K -219 -10%
AA
307
ACT Advisors
North Carolina
$314K – – –
WWM
308
WJ Wealth Management
Arizona
$314K – – –
MLL
309
Moody Lynn & Lieberson
Massachusetts
$314K +$287K +2,000 New
AG
310
AlphaSimPlex Group
Massachusetts
$314K +$288K +2,002 New
BMSSC
311
B. Metzler seel. Sohn & Co
Germany
$310K -$30K -209 -10%
IWA
312
Intercontinental Wealth Advisors
Texas
$302K -$40.2K -280 -13%
SIM
313
SSI Investment Management
California
$299K – – –
ASN
314
Advisory Services Network
Georgia
$296K +$5.75K +40 +2%
WAM
315
World Asset Management
Michigan
$293K -$19.8K -138 -7%
CIP
316
Cornerstone Investment Partners
Georgia
$287K +$263K +1,832 New
EI
317
Ethic Inc
New York
$282K +$32K +223 +14%
Franklin Resources
318
Franklin Resources
California
$278K – – –
PAS
319
Park Avenue Securities
New York
$278K +$23.3K +162 +10%
PCM
320
Pennsylvania Capital Management
Pennsylvania
$275K +$226K +1,572 New
WCM
321
Wedge Capital Management
North Carolina
$273K -$49.8K -347 -17%
MA
322
MONECO Advisors
Connecticut
$271K +$862 +6 +0.3%
JSL
323
JT Stratford LLC
Georgia
$264K +$242K +1,684 New
DC
324
Davenport & Co
Virginia
$263K +$241K +1,680 New
GT
325
Greenleaf Trust
Michigan
$262K – – –