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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
551
AUA Capital Management
Pennsylvania
$5K -$1.28K -6 -20%
CA
552
Crewe Advisors
Utah
$5K
IRAG
553
Investment Research & Advisory Group
Georgia
$5K
SFO
554
Standard Family Office
South Dakota
$5K
CFFP
555
Center for Financial Planning
Michigan
$5K +$4.68K +22 New
TAIM
556
TD Ameritrade Investment Management
Nebraska
$5K +$5.1K +24 New
CB
557
CNB Bank
Pennsylvania
$4K
DI
558
Disciplined Investments
Oklahoma
$4K
AS
559
Altshuler Shaham
Israel
$4K +$4.04K +19 New
BC
560
Bartlett & Co
Ohio
$3K
LF
561
Lee Financial
Texas
$3K
PFBT
562
Parkside Financial Bank & Trust
Missouri
$3K
GWSG
563
GPS Wealth Strategies Group
Colorado
$3K +$425 +2 +15%
MPWT
564
MassMutual Private Wealth & Trust
Connecticut
$3K +$425 +2 +18%
BTI
565
Blue Trust Inc
Georgia
$3K +$851 +4 +31%
CCM
566
Cribstone Capital Management
Maine
$3K +$2.55K +12 New
MHR
567
Matthew Hamilton Rosenberg
$3K +$2.55K +12 New
SIC
568
SJS Investment Consulting
Ohio
$3K +$2.77K +13 New
BCWM
569
Bartlett & Co Wealth Management
Ohio
$2.62K
Loomis, Sayles & Company
570
Loomis, Sayles & Company
Massachusetts
$2K
MAM
571
Meeder Asset Management
Ohio
$2K
SIS
572
Sound Income Strategies
Florida
$2K
WT
573
Whittier Trust
California
$2K
SCA
574
Stonebridge Capital Advisors
Minnesota
$2K +$1.7K +8 New
CAL
575
Capital Advisors Ltd
Ohio
$2K +$1.91K +9 New