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AllianceBernstein

Name Holding Trade Value Shares
Change
Change in
Stake
OA
76
Oak Associates
Ohio
$849K
BBL
77
Beck Bode LLC
Massachusetts
$827K +$852K +22,614 New
AWS
78
Atria Wealth Solutions
New York
$822K -$8.4K -223 -1%
Corient Private Wealth
79
Corient Private Wealth
Florida
$713K +$168K +4,450 +30%
AAS
80
Ameritas Advisory Services
Nebraska
$710K -$174K -4,627 -19%
VFA
81
Valeo Financial Advisors
Indiana
$677K +$697K +18,514 New
BWP
82
Baldwin Wealth Partners
Massachusetts
$641K
MA
83
Mutual Advisors
Nebraska
$631K +$2.07K +55 +0.3%
KS
84
Karpas Strategies
Connecticut
$623K +$12.3K +326 +2%
Neuberger Berman Group
85
Neuberger Berman Group
New York
$612K +$51.8K +1,375 +9%
Creative Planning
86
Creative Planning
Kansas
$587K -$29.5K -783 -5%
PI
87
PEAK6 Investments
Illinois
$583K -$3.79M -100,489 -86%
TI
88
TTP Investments
California
$582K +$2.37K +63 +0.4%
MCM
89
MAI Capital Management
Ohio
$580K +$21.8K +578 +4%
State of Tennessee, Department of Treasury
90
State of Tennessee, Department of Treasury
Tennessee
$554K +$89.4K +2,372 +19%
HA
91
Herold Advisors
New York
$545K
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$532K +$548K +14,558 New
BAM
93
Belpointe Asset Management
Nevada
$531K +$589K +15,630 +217%
BIC
94
Beach Investment Counsel
Pennsylvania
$513K -$102K -2,715 -16%
SWA
95
Sax Wealth Advisors
New Jersey
$508K
NFG
96
Nadler Financial Group
Illinois
$506K -$90.4K -2,400 -15%
Rockefeller Capital Management
97
Rockefeller Capital Management
New York
$497K +$3.5K +93 +0.7%
Walleye Trading
98
Walleye Trading
New York
$496K -$1.53M -40,523 -75%
ZCM
99
Ziegler Capital Management
Illinois
$492K
JC
100
JB Capital
Connecticut
$481K +$35.7K +948 +8%