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LPL Financial
LPLA

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
751
Alerus Financial
North Dakota
$845 – – –
SWM
752
SHP Wealth Management
Massachusetts
$737 -$900 -3 -50%
DF
753
DecisionPoint Financial
Arizona
$587 +$600 +2 New
SA
754
Seneschal Advisors
Washington
$564 – – –
SIC
755
Salem Investment Counselors
North Carolina
$564 +$600 +2 New
GSEP
756
Golden State Equity Partners
California
$563 – – –
BFS
757
Bare Financial Services
Pennsylvania
$563 +$600 +2 New
DCM
758
Davis Capital Management
Florida
$563 +$600 +2 New
TM
759
Torren Management
California
$283 – – –
RS
760
Rakuten Securities
Japan
$282 -$300 -1 -50%
IAS
761
IMA Advisory Services
Colorado
$282 – – –
DF
762
Downshift Financial
Colorado
$282 +$300 +1 New
MCA
763
Maryland Capital Advisors
Maryland
$282 +$300 +1 New
ANBT
764
American National Bank & Trust
Texas
$281 – – –
DWM
765
Darwin Wealth Management
Florida
$214 – – –
HHGA
766
Halbert Hargrove Global Advisors
California
$155 +$300 +1 New
CCM
767
Cantillon Capital Management
New York
– -$97.7M -324,927 Closed
JCM
768
Junto Capital Management
New York
– -$71.8M -238,515 Closed
WHG
769
Westwood Holdings Group
Texas
– -$32.9M -109,442 Closed
LPCM
770
Lynwood Price Capital Management
Texas
– -$17.9M -59,500 Closed
AIM
771
Artemis Investment Management
United Kingdom
– -$15.6M -51,927 Closed
MR
772
Munich Reinsurance
– -$11.3M -37,605 Closed
DCM
773
Donaldson Capital Management
Indiana
– -$8.54M -28,398 Closed
1M
774
1248 Management
Missouri
– -$4.17M -13,873 Closed
CCM
775
Cinctive Capital Management
New York
– -$4.09M -13,611 Closed
29 30
31
32 33