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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
601
Provenance Wealth Advisors
Florida
$2.05K +$2.02K +9 New
HGERS
602
Householder Group Estate & Retirement Specialist
Arizona
$2K – – –
MIM
603
Macroview Investment Management
Maryland
$1.84K -$3.15K -14 -64%
VCM
604
Versant Capital Management
Arizona
$1.82K -$3.82K -17 -68%
SS
605
Sunbelt Securities
Texas
$1.82K – – –
MCM
606
MV Capital Management
Maryland
$1.59K +$1.57K +7 New
SIS
607
Sound Income Strategies
Florida
$1.59K -$2.25K -10 -59%
IFAM
608
Institutional & Family Asset Management
Colorado
$1.37K – – –
CTWM
609
Cherry Tree Wealth Management
Minnesota
$1.14K – – –
RCM
610
Raleigh Capital Management
North Carolina
$1.14K -$9.67K -43 -90%
RWM
611
Raffa Wealth Management
District of Columbia
$1.14K – – –
TWP
612
TFO Wealth Partners
Ohio
$1.14K – – –
AWM
613
Abound Wealth Management
Tennessee
$915 – – –
First Manhattan
614
First Manhattan
New York
$910 +$674 +3 New
CPG
615
Cornerstone Planning Group
New Jersey
$910 +$899 +4 New
S
616
Sachetta
Massachusetts
$683 +$674 +3 New
LFG
617
Larson Financial Group
Missouri
$230 – – –
MCM
618
Manchester Capital Management
Vermont
$228 – – –
M
619
MOTCO
Texas
$228 – – –
DWM
620
Dogwood Wealth Management
Kansas
$3 – – –
Holocene Advisors
621
Holocene Advisors
New York
– -$104M -436,086 Closed
Marshall Wace
622
Marshall Wace
United Kingdom
– -$37.1M -156,127 Closed
SFM
623
Soros Fund Management
New York
– -$32M -134,495 Closed
Alyeska Investment Group
624
Alyeska Investment Group
Illinois
– -$26.6M -112,055 Closed
Hudson Bay Capital Management
625
Hudson Bay Capital Management
Connecticut
– -$11.9M -50,000 Closed