Root Financial Partners’s Alto Ingredients ALTO Stock Holding History

Root Financial Partners’s Portfolio ALTO Stock Details ALTO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$354	Buy	+96	New	+$433	﹤0.01%	3351

Other funds holding ALTO

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Root Financial Partners's ALTO Position: Q3 2026 in Review

Root Financial Partners opened a new position in Alto Ingredients (ALTO) in Q3 2026: 96 shares worth $354. The stake represents ﹤0.01% of the portfolio and ranks #3351 among its holdings.

11 funds tracked by Wall St. Rank hold ALTO as of Q3 2026.

Root Financial Partners held 96 shares of Alto Ingredients worth $354 as of Q3 2026.
Alto Ingredients was a new Root Financial Partners position in Q3 2026.
Alto Ingredients made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3351 holding.
11 funds tracked by Wall St. Rank held Alto Ingredients as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.