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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
401
SkyView Investment Advisors
New Jersey
$1.04M +$38K +109 +4%
EGM
402
Engineers Gate Manager
New York
$1.04M -$1.87M -5,384 -63%
BMSSC
403
B. Metzler seel. Sohn & Co
Germany
$1M -$13.6K -39 -1%
SWM
404
Shelton Wealth Management
Texas
$994K -$98.5K -283 -9%
EAM
405
EFG Asset Management
Oregon
$990K +$1.05M +3,025 New
MYIA
406
Mount Yale Investment Advisors
Colorado
$973K -$251K -720 -19%
BCV
407
Banque Cantonale Vaudoise
Switzerland
$967K +$1.03M +2,955 New
IMCOOI
408
Investment Management Corp of Ontario (IMCO)
Canada
$964K +$309K +886 +43%
ICP
409
Impact Capital Partners
Colorado
$962K +$20.5K +59 +2%
SFS
410
Sowell Financial Services
Arkansas
$957K +$1.02M +2,926 New
FF
411
Friedenthal Financial
New Jersey
$949K +$1.01M +2,902 New
VI
412
Vestcor Inc
New Brunswick, Canada
$948K +$21.2K +61 +2%
AWM
413
Avior Wealth Management
Nebraska
$945K +$142K +409 +16%
Bank of Nova Scotia
414
Bank of Nova Scotia
Ontario, Canada
$941K +$1M +2,876 New
MCM
415
MAI Capital Management
Ohio
$939K +$15.3K +44 +2%
Prudential Financial
416
Prudential Financial
New Jersey
$934K +$414K +1,190 +72%
Mercer Global Advisors
417
Mercer Global Advisors
Colorado
$921K -$41.4K -119 -4%
Carson Wealth (CWM LLC)
418
Carson Wealth (CWM LLC)
Nebraska
$909K +$314K +902 +48%
VA
419
Vident Advisory
Georgia
$900K -$270K -776 -22%
FDCDDQ
420
Federation des caisses Desjardins du Quebec
Quebec, Canada
$887K +$122K +349 +15%
Wealthfront Advisers
421
Wealthfront Advisers
California
$883K +$17.8K +51 +2%
OAM
422
Ostrum Asset Management
France
$879K -$522K -1,500 -36%
ECM
423
Everence Capital Management
Indiana
$864K +$359K +1,030 +64%
Bessemer Group
424
Bessemer Group
New Jersey
$856K +$255K +733 +39%
MWM
425
Moran Wealth Management
Florida
$854K -$38.7K -111 -4%