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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
PA
376
Prossimo Advisors
California
$778K +$842K +3,600 New
LA
377
LVW Advisors
New York
$773K -$365K -1,563 -30%
GT
378
Glenview Trust
Kentucky
$768K -$84.4K -361 -9%
NA
379
Navellier & Associates
Nevada
$765K -$117K -502 -12%
PNC Financial Services Group
380
PNC Financial Services Group
Pennsylvania
$744K -$130K -557 -14%
Pzena Investment Management
381
Pzena Investment Management
New York
$742K +$318K +1,362 +66%
ATC
382
Argent Trust Co
Tennessee
$738K – – –
CG
383
Colony Group
Massachusetts
$737K +$2.1K +9 +0.3%
CM
384
Capula Management
Cayman Islands
$728K +$788K +3,370 New
TI
385
Tidal Investments
Wisconsin
$727K -$709K -3,032 -47%
RWM
386
Ritholtz Wealth Management
New York
$719K -$247K -1,055 -24%
BFS
387
Bickling Financial Services
Massachusetts
$703K +$468 +2 +0.1%
GT
388
Glenmede Trust
Pennsylvania
$702K +$759K +3,246 New
Bank of Nova Scotia
389
Bank of Nova Scotia
Ontario, Canada
$701K -$5.65M -24,187 -88%
S
390
Seeyond
France
$701K +$111K +474 +17%
AG
391
Algert Global
California
$695K +$752K +3,216 New
SOADOR
392
State of Alaska Department of Revenue
Alaska
$683K +$739K +3,162 New
Creative Planning
393
Creative Planning
Kansas
$650K +$109K +466 +18%
CFB
394
Cullen/Frost Bankers
Texas
$649K +$70.1K +300 +11%
VI
395
Versor Investments
New York
$647K +$700K +2,995 New
AIC
396
Archer Investment Corporation
Indiana
$642K – – –
XT
397
XTX Topco
Cayman Islands
$632K -$113K -485 -14%
AWS
398
Atria Wealth Solutions
New York
$627K +$352K +1,506 +108%
Cerity Partners
399
Cerity Partners
New York
$626K -$475K -2,033 -41%
Mercer Global Advisors
400
Mercer Global Advisors
Colorado
$615K -$77.4K -331 -10%