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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
YIA
351
YHB Investment Advisors
Connecticut
$325K -$104K -600 -25%
CIBC Private Wealth Group
352
CIBC Private Wealth Group
Georgia
$322K -$1.15M -6,621 -79%
HKIMG
353
Hutchens & Kramer Investment Management Group
Indiana
$320K – – –
MA
354
MONECO Advisors
Connecticut
$313K – – –
CCP
355
Corient Capital Partners
California
$311K +$65.3K +375 +28%
JSL
356
JT Stratford LLC
Georgia
$308K – – –
OWA
357
One Wealth Advisors
California
$303K +$1.04K +6 +0.4%
DC
358
Davenport & Co
Virginia
$293K +$8.88K +51 +3%
Fayez Sarofim & Co
359
Fayez Sarofim & Co
Texas
$292K – – –
ASN
360
Advisory Services Network
Georgia
$287K -$55.9K -321 -17%
WCM
361
Wedge Capital Management
North Carolina
$287K -$27.7K -159 -9%
PCM
362
Pennsylvania Capital Management
Pennsylvania
$287K – – –
FFL
363
Future Fund LLC
Illinois
$284K -$132K -758 -33%
Franklin Resources
364
Franklin Resources
California
$283K -$38K -218 -12%
RWMH
365
Riverpoint Wealth Management Holdings
Illinois
$280K – – –
AIG
366
American International Group
New York
$276K +$174 +1 +0.1%
SWMG
367
Sanchez Wealth Management Group
Florida
$274K +$348 +2 +0.1%
GDP
368
Great Diamond Partners
Maine
$274K +$5.05K +29 +2%
Mackenzie Financial
369
Mackenzie Financial
Ontario, Canada
$271K +$258K +1,482 New
Pzena Investment Management
370
Pzena Investment Management
New York
$268K – – –
TRCT
371
Tower Research Capital (TRC)
New York
$267K -$13.1K -75 -5%
IGWM
372
ICA Group Wealth Management
Colorado
$263K +$230K +1,322 New
PCG
373
Private Capital Group
Connecticut
$256K -$21.1K -121 -8%
LFAS
374
Level Four Advisory Services
Texas
$251K +$239K +1,372 New
BCM
375
Brookstone Capital Management
Illinois
$244K +$212K +1,216 New