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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
AIMCA
451
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$344K +$389K +1,700 New
HS
452
HighVista Strategies
Massachusetts
$344K +$389K +1,700 New
AA
453
ALPS Advisors
Colorado
$335K +$378K +1,654 New
LFAS
454
Level Four Advisory Services
Texas
$332K -$194K -847 -34%
LOAMS
455
Lombard Odier Asset Management (Switzerland)
Switzerland
$325K +$367K +1,606 New
Thrivent Financial for Lutherans
456
Thrivent Financial for Lutherans
Minnesota
$320K -$274K -1,199 -43%
SWMG
457
Sanchez Wealth Management Group
Florida
$319K +$457 +2 +0.1%
PCM
458
Pennsylvania Capital Management
Pennsylvania
$318K – – –
Vontobel Holding
459
Vontobel Holding
Switzerland
$310K – – –
RWMH
460
Riverpoint Wealth Management Holdings
Illinois
$310K – – –
BRWA
461
B. Riley Wealth Advisors
Florida
$309K -$1.14K -5 -0.3%
XT
462
XTX Topco
Cayman Islands
$299K -$331K -1,446 -49%
BMSSC
463
B. Metzler seel. Sohn & Co
Germany
$298K -$68.8K -301 -17%
CIBC Private Wealth Group
464
CIBC Private Wealth Group
Georgia
$294K -$16.9M -73,892 -98%
PCM
465
Prelude Capital Management
New York
$290K +$328K +1,435 New
IB
466
Intrust Bank
Kansas
$290K -$41.8K -183 -11%
MYIA
467
Mount Yale Investment Advisors
Colorado
$289K +$327K +1,429 New
S
468
SignatureFD
Georgia
$279K +$73.4K +321 +30%
Wolverine Trading
469
Wolverine Trading
Illinois
$279K -$203K -887 -39%
NRD
470
Nebula Research & Development
New York
$277K +$313K +1,369 New
BAM
471
Belpointe Asset Management
Nevada
$277K +$115K +504 +58%
GIA
472
Gladstone Institutional Advisory
Florida
$276K +$312K +1,364 New
RFP
473
Root Financial Partners
California
$272K +$308K +1,346 New
GCM
474
Graham Capital Management
Connecticut
$272K -$2.45M -10,730 -89%
SP
475
Symmetry Partners
Connecticut
$268K – – –