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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
BGAI
776
Bruce G. Allen Investments
Colorado
$1.5K -$3.5K -10 -71%
BF
777
BOK Financial
Oklahoma
$1.5K – – –
PWM
778
Parkworth Wealth Management
California
$1.5K +$350 +1 +33%
RIL
779
Rothschild Investment LLC
Illinois
$1.5K +$1.05K +3 +300%
TPW
780
Talon Private Wealth
Florida
$1.5K +$1.4K +4 New
TIM
781
Tortoise Investment Management
New York
$1.5K +$1.4K +4 New
BHWM
782
Bay Harbor Wealth Management
Maryland
$1.5K +$701 +2 +100%
PWA
783
Principia Wealth Advisory
Texas
$1.13K +$350 +1 +50%
RWM
784
Rialto Wealth Management
New York
$1.13K +$350 +1 +50%
Lazard Asset Management
785
Lazard Asset Management
New York
$1K -$3.15M -8,988 -100%
CAL
786
Capital Advisors Ltd
Ohio
$1K – – –
HFS
787
Hantz Financial Services
Michigan
$1K +$350 +1 +100%
HFS
788
Hughes Financial Services
Virginia
$757 -$2.45K -7 -78%
Pacer Advisors
789
Pacer Advisors
Pennsylvania
$750 – – –
RWM
790
Raffa Wealth Management
District of Columbia
$750 – – –
QWM
791
Quaker Wealth Management
New Jersey
$750 +$701 +2 New
SC
792
Stephens Consulting
Michigan
$750 +$701 +2 New
DWM
793
Dogwood Wealth Management
Kansas
$384 -$1.05K -3 -75%
RS
794
Rakuten Securities
Japan
$375 -$701 -2 -67%
MCM
795
Manchester Capital Management
Vermont
$375 -$350 -1 -50%
WCM
796
WealthTrak Capital Management
Virginia
$375 -$350 -1 -50%
AWM
797
Atticus Wealth Management
Florida
$375 +$350 +1 New
IAS
798
IMA Advisory Services
Colorado
$375 +$350 +1 New
TFA
799
Transamerica Financial Advisors
Florida
$247 – – –
Canada Pension Plan Investment Board
800
Canada Pension Plan Investment Board
Ontario, Canada
– -$108M -329,607 Closed