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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
AC
401
Allstate Corporation
Illinois
$720K +$652K +2,204 New
RFP
402
Root Financial Partners
California
$715K -$4.14K -14 -0.6%
Nisa Investment Advisors
403
Nisa Investment Advisors
Missouri
$711K +$405K +1,368 +169%
EOJOAM
404
E. Ohman J:or Asset Management
Sweden
$686K -$355K -1,200 -36%
VWM
405
Venturi Wealth Management
Texas
$683K +$5.62K +19 +0.9%
AAM
406
Advisors Asset Management
Colorado
$679K +$51.5K +174 +9%
Vontobel Holding
407
Vontobel Holding
Switzerland
$673K – – –
IMCOOI
408
Investment Management Corp of Ontario (IMCO)
Canada
$673K -$118K -400 -16%
WWM
409
WJ Wealth Management
Arizona
$653K – – –
OTL
410
Oak Thistle LLC
New York
$650K +$324K +1,094 +122%
AAS
411
Avantax Advisory Services
Texas
$650K -$161K -544 -21%
CAM
412
Concorde Asset Management
Michigan
$648K -$53.5K -181 -8%
AO
413
Advisor OS
Illinois
$636K -$452K -1,527 -44%
SCA
414
Snowden Capital Advisors
New York
$628K +$209K +707 +58%
CC
415
Centiva Capital
New York
$622K -$2.65M -8,963 -82%
Bessemer Group
416
Bessemer Group
New Jersey
$615K +$84K +284 +18%
Carson Wealth (CWM LLC)
417
Carson Wealth (CWM LLC)
Nebraska
$612K +$242K +818 +77%
XF
418
XML Financial
Maryland
$611K -$120K -405 -18%
HHGC
419
Hunting Hill Global Capital
New York
$611K – – –
FCA
420
Fortis Capital Advisors
Kansas
$611K +$805K +2,722 New
FT
421
Fiduciary Trust
Massachusetts
$607K +$37.6K +127 +7%
WG
422
Winton Group
United Kingdom
$604K -$287K -971 -34%
STA
423
Summit Trail Advisors
New York
$595K +$539K +1,822 New
QCM
424
QRG Capital Management
Illinois
$592K +$39.6K +134 +8%
YCM
425
Yousif Capital Management
Michigan
$582K +$25.4K +86 +5%