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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
AO
476
Advisor OS
Illinois
$582K -$58.5K -168 -9%
Lido Advisors
477
Lido Advisors
California
$581K +$12.2K +35 +2%
OIS
478
Okabena Investment Services
Minnesota
$569K +$59.2K +170 +11%
IUHSA
479
Itau Unibanco Holding S.A.
Brazil
$568K +$560K +1,608 +1,247%
Balyasny Asset Management
480
Balyasny Asset Management
Illinois
$560K -$164M -469,777 -100%
CCA
481
Catalyst Capital Advisors
New York
$559K
CCM
482
Coldstream Capital Management
Washington
$556K +$205K +588 +53%
SWMG
483
Sanchez Wealth Management Group
Florida
$552K +$696 +2 +0.1%
QCG
484
Quadrant Capital Group
Ohio
$549K +$430K +1,234 +279%
WA
485
Wealth Alliance
New York
$541K +$59.9K +172 +12%
HCPC
486
Hamilton Capital Partners (Canada)
$535K -$16K -46 -3%
MPW
487
Magnolia Private Wealth
Pennsylvania
$533K +$27.2K +78 +5%
EWA
488
EverSource Wealth Advisors
Alabama
$528K +$25.1K +72 +5%
Cambridge Investment Research Advisors
489
Cambridge Investment Research Advisors
Iowa
$527K +$45.3K +130 +9%
Squarepoint
490
Squarepoint
New York
$523K
UM
491
UniSuper Management
Australia
$523K
BPAMU
492
BTG Pactual Asset Management US
New York
$523K +$104K +300 +23%
PW
493
Potentia Wealth
California
$516K +$348 +1 +0.1%
PCM
494
Pennsylvania Capital Management
Pennsylvania
$514K -$1.04K -3 -0.2%
TCA
495
Transcend Capital Advisors
New Jersey
$513K +$546K +1,568 New
S
496
SignatureFD
Georgia
$508K +$70K +201 +15%
RWMH
497
Riverpoint Wealth Management Holdings
Illinois
$505K +$348 +1 +0.1%
WPC
498
Wedmont Private Capital
Pennsylvania
$500K +$9.75K +28 +2%
AAM
499
Advisors Asset Management
Colorado
$494K -$198K -569 -27%
TFS
500
Thoroughbred Financial Services
Tennessee
$492K