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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
AO
826
Advisor OS
Illinois
– -$477K -1,336 Closed
AA
827
ABC Arbitrage
France
– -$475K -1,330 Closed
BAM
828
Blueshift Asset Management
New Jersey
– -$455K -1,275 Closed
BIG
829
Brooklyn Investment Group
New York
– -$447K -1,221 Closed
AWM
830
Axxcess Wealth Management
California
– -$418K -1,170 Closed
Loomis, Sayles & Company
831
Loomis, Sayles & Company
Massachusetts
– -$406K -1,138 Closed
HHGC
832
Hunting Hill Global Capital
New York
– -$393K -1,100 Closed
HP
833
Havemeyer Place
Connecticut
– -$388K -1,085 Closed
FFM
834
Forum Financial Management
Illinois
– -$364K -1,020 Closed
IAS
835
Insigneo Advisory Services
Florida
– -$364K -1,020 Closed
CSP
836
Cary Street Partners
Virginia
– -$344K -964 Closed
GH
837
GAM Holding
Switzerland
– -$335K -937 Closed
CFG
838
Citizens Financial Group
Rhode Island
– -$323K -904 Closed
N
839
Natixis
France
– -$320K -897 Closed
BP
840
Ballentine Partners
Massachusetts
– -$309K -865 Closed
WANY
841
Wealthspire Advisors (New York)
New York
– -$294K -822 Closed
EWA
842
EP Wealth Advisors
California
– -$290K -813 Closed
IA
843
IFG Advisory
Georgia
– -$290K -811 Closed
PWG
844
Portside Wealth Group
Utah
– -$290K -811 Closed
VWM
845
Venturi Wealth Management
Texas
– -$288K -806 Closed
FRA
846
Frank Rimerman Advisors
California
– -$280K -785 Closed
WWM
847
Whalen Wealth Management
Nevada
– -$273K -765 Closed
BAM
848
Belpointe Asset Management
Nevada
– -$269K -752 Closed
NSUP
849
NLB Skladi upravljanje premozenja
– -$266K -746 Closed
PW
850
PUREfi Wealth
Massachusetts
– -$259K -726 Closed