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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
OF
476
Optimize Financial
California
$451K +$492K +1,356 New
BIM
477
Bridges Investment Management
Nebraska
$447K +$54K +149 +12%
AWM
478
Axxcess Wealth Management
California
$447K -$293K -807 -38%
SWP
479
Sagespring Wealth Partners
Tennessee
$442K -$30.4K -84 -6%
VCM
480
Voleon Capital Management
California
$437K +$220K +607 +86%
AIM
481
AXA Investment Managers
France
$420K +$457K +1,261 New
CG
482
Cynosure Group
Utah
$418K
ACM
483
Aquatic Capital Management
Illinois
$418K +$455K +1,255 New
BJL
484
Brighton Jones LLC
Washington
$409K +$11.2K +31 +3%
AWM
485
Apollon Wealth Management
South Carolina
$408K -$157K -433 -26%
RWB
486
RMR Wealth Builders
New Jersey
$404K +$440K +1,214 New
WIA
487
World Investment Advisors
California
$403K -$68.9K -190 -14%
MLL
488
Moody Lynn & Lieberson
Massachusetts
$399K -$2.54K -7 -0.6%
RFO
489
RiverGlades Family Offices
Florida
$399K +$36.2K +100 +9%
LNWWM
490
Laird Norton Wetherby Wealth Management
California
$396K +$19.2K +53 +5%
TCA
491
Transcend Capital Advisors
New Jersey
$396K +$31.9K +88 +8%
SWM
492
SFG Wealth Management
Maryland
$395K
ONB
493
Old National Bancorp
Indiana
$392K -$173K -477 -29%
JF
494
Jump Financial
Illinois
$391K -$771K -2,126 -64%
LAM
495
Lifestyle Asset Management
Texas
$385K +$27.2K +75 +7%
PAM
496
Panagora Asset Management
Massachusetts
$383K
Jones Financial Companies
497
Jones Financial Companies
Missouri
$382K +$134K +369 +49%
VWM
498
Venturi Wealth Management
Texas
$381K -$198K -547 -32%
WWM
499
WJ Wealth Management
Arizona
$377K -$362K -1,000 -50%
SFI
500
Siemens Fonds Invest
Germany
$373K