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AllianceBernstein

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$671K +$46.2K +1,226 +8%
TW
102
TritonPoint Wealth
Maryland
$669K – – –
CIA
103
Concurrent Investment Advisors
Florida
$643K +$74.4K +1,976 +13%
Truist Financial
104
Truist Financial
North Carolina
$640K -$262K -6,966 -29%
SSG
105
Summit Securities Group
New York
$640K +$587K +15,600 +1,418%
AAS
106
Avantax Advisory Services
Texas
$631K -$10.2K -272 -2%
HCMT
107
Highland Capital Management (Tennessee)
Tennessee
$630K – – –
RMC
108
Resources Management Corp
Connecticut
$602K – – –
HA
109
Herold Advisors
New York
$601K – – –
VEA
110
Virtus ETF Advisers
New York
$598K +$588K +15,613 New
BIG
111
Brookwood Investment Group
Arizona
$594K +$583K +15,495 New
1L
112
10Elms LLP
Oklahoma
$592K -$19.2K -511 -3%
JIP
113
Jaffetilchin Investment Partners
Florida
$592K +$197K +5,236 +51%
Lido Advisors
114
Lido Advisors
California
$585K -$1.79M -47,496 -76%
WPA
115
Wealth Preservation Advisors
Tennessee
$577K +$567K +15,061 New
US Bancorp
116
US Bancorp
Minnesota
$560K +$168K +4,465 +44%
Mackenzie Financial
117
Mackenzie Financial
Ontario, Canada
$560K +$550K +14,620 New
OIA
118
OneDigital Investment Advisors
Kansas
$548K +$538K +14,294 New
SBH
119
Segall Bryant & Hamill
Illinois
$540K – – –
SDAM
120
Shulman DeMeo Asset Management
New York
$539K +$8.7K +231 +2%
MA
121
Mutual Advisors
Nebraska
$537K +$1.32K +35 +0.2%
BCM
122
BluePath Capital Management
Georgia
$525K +$516K +13,715 New
VA
123
Vident Advisory
Georgia
$516K +$507K +13,467 New
FMI
124
F/M Investments
District of Columbia
$516K – – –
PCP
125
Proficio Capital Partners
Massachusetts
$514K +$503K +13,355 New