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LPL Financial
LPLA

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
751
Seneschal Advisors
Washington
$564 – – –
SIC
752
Salem Investment Counselors
North Carolina
$564 +$600 +2 New
GSEP
753
Golden State Equity Partners
California
$563 – – –
BFS
754
Bare Financial Services
Pennsylvania
$563 +$600 +2 New
DCM
755
Davis Capital Management
Florida
$563 +$600 +2 New
TM
756
Torren Management
California
$283 – – –
RS
757
Rakuten Securities
Japan
$282 -$300 -1 -50%
IAS
758
IMA Advisory Services
Colorado
$282 – – –
DF
759
Downshift Financial
Colorado
$282 +$300 +1 New
MCA
760
Maryland Capital Advisors
Maryland
$282 +$300 +1 New
ANBT
761
American National Bank & Trust
Texas
$281 – – –
DWM
762
Darwin Wealth Management
Florida
$214 – – –
HHGA
763
Halbert Hargrove Global Advisors
California
$155 +$300 +1 New
CCM
764
Cantillon Capital Management
New York
– -$97.7M -324,927 Closed
JCM
765
Junto Capital Management
New York
– -$71.8M -238,515 Closed
WHG
766
Westwood Holdings Group
Texas
– -$32.9M -109,442 Closed
LPCM
767
Lynwood Price Capital Management
Texas
– -$17.9M -59,500 Closed
AIM
768
Artemis Investment Management
United Kingdom
– -$15.6M -51,927 Closed
MR
769
Munich Reinsurance
– -$11.3M -37,605 Closed
DCM
770
Donaldson Capital Management
Indiana
– -$8.54M -28,398 Closed
1M
771
1248 Management
Missouri
– -$4.17M -13,873 Closed
CCM
772
Cinctive Capital Management
New York
– -$4.09M -13,611 Closed
KCM
773
Kornitzer Capital Management
Kansas
– -$4.06M -13,500 Closed
JGC
774
J. Goldman & Co
New York
– -$2.5M -8,300 Closed
LCM
775
Laurion Capital Management
New York
– -$2.11M -7,000 Closed
29 30
31
32 33