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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
DO
526
denkapparat Operations
Germany
$419K -$17.5K -50 -4%
CMF
527
Counterpoint Mutual Funds
California
$417K +$389K +1,111 New
BAM
528
Bullseye Asset Management
Colorado
$415K -$3.9M -11,140 -91%
CI Investments Inc
529
CI Investments Inc
Ontario, Canada
$415K +$15.4K +44 +4%
TCA
530
Transcend Capital Advisors
New Jersey
$413K -$164K -467 -30%
RFO
531
RiverGlades Family Offices
Florida
$412K
Grantham, Mayo, Van Otterloo & Co (GMO)
532
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$412K +$385K +1,100 New
GC
533
Gilbert & Cook
Iowa
$410K +$106K +303 +38%
LAM
534
Lifestyle Asset Management
Texas
$406K +$35.4K +101 +10%
SPA
535
Sherbrooke Park Advisers
New York
$395K +$369K +1,053 New
BP
536
Ballentine Partners
Massachusetts
$389K +$364K +1,038 New
FFM
537
Forum Financial Management
Illinois
$381K +$1.4K +4 +0.4%
DBG
538
De Burlo Group
Massachusetts
$375K
CIA
539
Concurrent Investment Advisors
Florida
$368K +$5.96K +17 +2%
PWM
540
Perigon Wealth Management
California
$367K +$64.1K +183 +23%
EAM
541
Erste Asset Management
Austria
$365K +$350K +1,000 New
MWA
542
MFA Wealth Advisors
Pennsylvania
$363K
IA
543
IFP Advisors
Florida
$363K +$172K +490 +214%
VSQM
544
V-Square Quantitative Management
Illinois
$363K +$4.2K +12 +1%
CNB
545
Camden National Bank
Maine
$363K +$10.2K +29 +3%
MGP
546
Metis Global Partners
California
$360K -$124K -353 -27%
PWG
547
Portside Wealth Group
Utah
$355K -$57.8K -165 -15%
OWA
548
One Wealth Advisors
California
$352K +$8.41K +24 +3%
DWM
549
Dakota Wealth Management
Florida
$351K -$1.05K -3 -0.3%
EWA
550
EP Wealth Advisors
California
$351K -$24.2K -69 -7%