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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
EARNEST Partners
401
EARNEST Partners
Georgia
$5K – – –
NL
402
NVWM LLC
Pennsylvania
$5K +$4.17K +29 New
BIA
403
Bell Investment Advisors
California
$5K +$4.45K +31 New
APA
404
American Portfolios Advisors
New York
$4.55K -$1.44K -10 -26%
CWP
405
Concord Wealth Partners
Virginia
$4K – – –
IRAG
406
Investment Research & Advisory Group
Georgia
$4K – – –
TJHA
407
Thomas J. Herzfeld Advisors
Florida
$4K – – –
WT
408
Washington Trust
Rhode Island
$4K – – –
GEA
409
Glen Eagle Advisors
New Jersey
$3.13K – – –
EI
410
Ellevest Inc
New York
$3K -$144 -1 -5%
GWM
411
Geneos Wealth Management
Colorado
$3K – – –
JPLA
412
Joseph P. Lucia & Associates
New York
$3K – – –
GWSG
413
GPS Wealth Strategies Group
Colorado
$2K – – –
LF
414
Lee Financial
Texas
$2K – – –
MPWT
415
MassMutual Private Wealth & Trust
Connecticut
$2K – – –
PP
416
Pacifica Partners
Canada
$2K – – –
GKWIM
417
Gerber Kawasaki Wealth & Investment Management
California
$2K +$287 +2 New
GWS
418
Glassman Wealth Services
Virginia
$2K +$1K +7 +175%
CI
419
Cordant Inc
Oregon
$2K +$1.58K +11 New
IFAM
420
Institutional & Family Asset Management
Colorado
$1K -$862 -6 -40%
SIS
421
Sound Income Strategies
Florida
$1K – – –
RWM
422
Raffa Wealth Management
District of Columbia
$784 – – –
Balyasny Asset Management
423
Balyasny Asset Management
Illinois
– -$52.1M -385,929 Closed
Jacobs Levy Equity Management
424
Jacobs Levy Equity Management
New Jersey
– -$19.1M -141,614 Closed
JAM
425
Jupiter Asset Management
United Kingdom
– -$13.6M -101,097 Closed