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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
WOC
551
West Oak Capital
California
$18K – – –
HNB
552
Huntington National Bank
Ohio
$16.4K +$464 +2 +3%
JWA
553
JFS Wealth Advisors
Pennsylvania
$15.4K – – –
CYG
554
Clean Yield Group
Vermont
$14.7K – – –
Fidelity International
555
Fidelity International
Bermuda
$14.5K -$42.3M -182,218 -100%
CCP
556
Carmel Capital Partners
California
$13.8K +$13.5K +58 New
BIA
557
Bell Investment Advisors
California
$13.5K -$929 -4 -7%
FFA
558
Farther Finance Advisors
California
$13.5K +$5.8K +25 +78%
CT
559
Colonial Trust
South Carolina
$13.5K +$7.66K +33 +138%
TCOV
560
Trust Company of Vermont
Vermont
$12.8K +$12.5K +54 New
PA
561
PSI Advisors
Florida
$11.9K – – –
MPWT
562
MassMutual Private Wealth & Trust
Connecticut
$11.9K +$9.52K +41 +456%
PPC
563
Park Place Capital
Alabama
$11.4K – – –
PMFA
564
Plante Moran Financial Advisors
Michigan
$11.4K – – –
RCM
565
Raleigh Capital Management
North Carolina
$11.4K +$11.1K +48 New
WT
566
Whittier Trust
California
$11.2K +$10.9K +47 New
GWSA
567
Global Wealth Strategies & Associates
Colorado
$10.5K +$10.2K +44 New
PCTC
568
Perkins Coie Trust Company
Washington
$9.98K +$9.75K +42 New
GWS
569
Glassman Wealth Services
Virginia
$9.51K – – –
Loomis, Sayles & Company
570
Loomis, Sayles & Company
Massachusetts
$9K +$2.55K +11 +44%
BAAM
571
Baker Avenue Asset Management
California
$7.88K +$1.16K +5 +18%
FCA
572
FinTrust Capital Advisors
South Carolina
$7.37K -$4.64K -20 -39%
EARNEST Partners
573
EARNEST Partners
Georgia
$6.89K – – –
VCM
574
Versant Capital Management
Arizona
$5.94K – – –
SIC
575
SJS Investment Consulting
Ohio
$5.71K +$697 +3 +14%