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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
UWS
426
Unique Wealth Strategies
Illinois
$442K +$422K +1,673 New
Balyasny Asset Management
427
Balyasny Asset Management
Illinois
$440K -$513K -2,031 -55%
HI
428
Handelsinvest Investeringsforvaltning
Denmark
$436K -$217K -858 -34%
SWMG
429
Sanchez Wealth Management Group
Florida
$435K +$505 +2 +0.1%
DCM
430
DGS Capital Management
New Jersey
$429K +$11.1K +44 +3%
Bessemer Group
431
Bessemer Group
New Jersey
$423K -$94.9K -376 -19%
CFB
432
Cullen/Frost Bankers
Texas
$423K -$7.07K -28 -2%
SPIA
433
Steward Partners Investment Advisory
New York
$419K +$167K +663 +72%
PCM
434
Pennsylvania Capital Management
Pennsylvania
$415K
LNC
435
Lincoln National Corp
Pennsylvania
$413K +$39.6K +157 +11%
VWM
436
Valley Wealth Managers
New Jersey
$413K +$56.3K +223 +17%
LNWWM
437
Laird Norton Wetherby Wealth Management
California
$411K +$1.01K +4 +0.3%
Wealthfront Advisers
438
Wealthfront Advisers
California
$410K +$47.7K +189 +14%
TI
439
Tidal Investments
Wisconsin
$408K +$60.3K +239 +18%
Lido Advisors
440
Lido Advisors
California
$406K +$7.32K +29 +2%
RWMH
441
Riverpoint Wealth Management Holdings
Illinois
$406K +$505 +2 +0.1%
Verition Fund Management
442
Verition Fund Management
Connecticut
$405K -$627K -2,485 -62%
RIA
443
Realta Investment Advisors
Delaware
$401K -$22K -87 -5%
BPA
444
Beacon Pointe Advisors
California
$396K +$87.6K +347 +30%
Thrivent Financial for Lutherans
445
Thrivent Financial for Lutherans
Minnesota
$388K -$3.03K -12 -0.8%
MA
446
MJP Associates
Connecticut
$382K +$78K +309 +27%
FT
447
Fiduciary Trust
Massachusetts
$380K +$363K +1,438 New
IGAM
448
iA Global Asset Management
Quebec, Canada
$379K -$81.5K -323 -18%
WA
449
Wealth Alliance
New York
$374K -$4.29K -17 -1%
GDP
450
Great Diamond Partners
Maine
$373K +$1.26K +5 +0.4%