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AllianceBernstein

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
226
Selective Wealth Management
Virginia
$17K -$10.5K -280 -40%
CA
227
Clearstead Advisors
Ohio
$16K – – –
PFSC
228
Peoples Financial Services Corp
Pennsylvania
$16K – – –
LFG
229
Larson Financial Group
Missouri
$16K +$15K +400 New
PFGIA
230
Patriot Financial Group Insurance Agency
Massachusetts
$14K +$9.72K +259 +254%
Carson Wealth (CWM LLC)
231
Carson Wealth (CWM LLC)
Nebraska
$13K – – –
DAM
232
Delta Asset Management
Tennessee
$12K – – –
IAIM
233
International Assets Investment Management
Florida
$12K – – –
SCA
234
Stonebridge Capital Advisors
Minnesota
$12K +$11.3K +300 New
PGAM
235
Princeton Global Asset Management
New Jersey
$12K +$11.6K +308 New
BWM
236
BerganKDV Wealth Management
Minnesota
$10K – – –
SFP
237
Sterling Financial Planning
New Jersey
$8K – – –
NFSG
238
Newbridge Financial Services Group
Florida
$6K – – –
PA
239
Parallel Advisors
California
$6K +$1.46K +39 +35%
WTC
240
WhitTier Trust Company
Nevada
$6K +$5.97K +159 New
RWM
241
RBA Wealth Management
California
$4.51K +$4.24K +113 New
SIS
242
Sound Income Strategies
Florida
$4.04K – – –
TRCT
243
Tower Research Capital (TRC)
New York
$4K +$3.94K +105 New
CG
244
Cutler Group
California
$3K -$8.41K -224 -75%
MAM
245
McCarthy Asset Management
California
$3K +$3K +80 New
CMA
246
Cedar Mountain Advisors
Oregon
$2K – – –
VRM
247
Vectors Research Management
New York
$2K – – –
APWM
248
Atlas Private Wealth Management
New York
$1K +$1.24K +33 New
RA
249
Royce & Associates
New York
– -$8.32M -246,432 Closed
Allianz Asset Management
250
Allianz Asset Management
Germany
– -$7.45M -220,515 Closed