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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
AIG
151
American International Group
New York
$93.3K +$3K +68 +3%
GT
152
Glenmede Trust
Pennsylvania
$83K – – –
PNC Financial Services Group
153
PNC Financial Services Group
Pennsylvania
$65K -$153K -3,473 -70%
PAM
154
Panagora Asset Management
Massachusetts
$50K -$808K -18,288 -94%
US Bancorp
155
US Bancorp
Minnesota
$37K +$354 +8 +1%
LTFS
156
Ladenburg Thalmann Financial Services
Florida
$35K -$221 -5 -0.6%
FNBT
157
FineMark National Bank & Trust
Florida
$35K +$2.25K +51 +7%
PHK
158
Point72 Hong Kong
Hong Kong
$29K +$28.8K +652 New
CFG
159
CKW Financial Group
Hawaii
$26K +$9.59K +217 +58%
RCG
160
Ruggie Capital Group
Florida
$16K -$4.91K -111 -24%
WA
161
WealthTrust-Arizona
Arizona
$13K -$751 -17 -6%
Zurich Cantonal Bank
162
Zurich Cantonal Bank
Switzerland
$12K +$12.2K +275 New
Lazard Asset Management
163
Lazard Asset Management
New York
$12K +$12.9K +291 New
BRWM
164
B. Riley Wealth Management
Tennessee
$8K – – –
WP
165
WealthPLAN Partners
Nebraska
$6K +$6.05K +137 New
Bank of Montreal
166
Bank of Montreal
Ontario, Canada
$4K +$884 +20 +40%
ASN
167
Advisory Services Network
Georgia
$3K +$1.1K +25 +50%
WCM
168
Wealthcare Capital Management
Virginia
$3K +$2.52K +57 New
Federated Hermes
169
Federated Hermes
Pennsylvania
$1K -$13.7K -310 -97%
FPFS
170
First Personal Financial Services
North Carolina
$1K – – –
S
171
SignatureFD
Georgia
$1K – – –
SC
172
Samlyn Capital
New York
– -$51.7M -1,159,490 Closed
SC
173
Salzman & Co
New York
– -$25.1M -562,785 Closed
MSA
174
Mason Street Advisors
Wisconsin
– -$23.3M -523,392 Closed
Westfield Capital Management
175
Westfield Capital Management
Massachusetts
– -$15.2M -341,875 Closed