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AllianceBernstein

Name Holding Trade Value Shares
Change
Change in
Stake
GS
76
GWN Securities
Florida
$1.11M +$1.05M +27,804 New
MOS
77
MGO One Seven
Ohio
$1.1M +$41.3K +1,098 +4%
Focus Partners Wealth
78
Focus Partners Wealth
Massachusetts
$1.05M +$211K +5,604 +26%
FNT
79
First National Trust
Pennsylvania
$1.03M – – –
CAG
80
Crestwood Advisors Group
Massachusetts
$1.01M -$9.85M -261,609 -91%
WPEP
81
Walnut Private Equity Partners
Nebraska
$994K – – –
SA
82
Sanctuary Advisors
Indiana
$959K +$483K +12,818 +105%
FFA
83
First Foundation Advisors
California
$939K – – –
OA
84
Oak Associates
Ohio
$882K -$7.27K -193 -0.8%
AAS
85
Ameritas Advisory Services
Nebraska
$868K -$54.2K -1,440 -6%
ATIA
86
American Trust Investment Advisors
New Hampshire
$864K +$93K +2,470 +12%
FAM
87
Formidable Asset Management
Ohio
$855K -$47.4K -1,260 -5%
BAM
88
Belpointe Asset Management
Nevada
$841K +$28.9K +768 +4%
CH
89
Canton Hathaway
Rhode Island
$823K +$357K +9,475 +79%
BI
90
Bramshill Investments
Florida
$814K +$904 +24 +0.1%
AWM
91
Apollon Wealth Management
South Carolina
$786K +$134K +3,552 +21%
SFA
92
Sequoia Financial Advisors
Ohio
$772K +$8.21K +218 +1%
CL
93
CSS LLC
Illinois
$770K +$757K +20,094 New
HF
94
HRT Financial
New York
$769K -$257K -6,833 -25%
OC
95
Oppenheimer & Co
New York
$765K -$144K -3,818 -16%
Corient Private Wealth
96
Corient Private Wealth
Florida
$750K -$48.9K -1,300 -6%
KFGK
97
Keystone Financial Group (Kentucky)
Kentucky
$725K +$256K +6,801 +59%
BG
98
Bahl & Gaynor
Ohio
$713K +$700K +18,600 New
SEI Investments
99
SEI Investments
Pennsylvania
$708K -$5.21M -138,262 -88%
BWP
100
Baldwin Wealth Partners
Massachusetts
$671K – – –