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AllianceBernstein
AB

Name Holding Trade Value Shares
Change 		Change in
Stake
ME
151
McIlrath & Eck
Washington
$258K – – –
CPC
152
Consolidated Planning Corp
Georgia
$258K – – –
CF
153
Cantor Fitzgerald
New York
$256K – – –
DTC
154
Davidson Trust Company
Washington
$256K – – –
IWC
155
Integrated Wealth Concepts
Massachusetts
$255K +$36.2K +960 +16%
OA
156
Operose Advisors
Wisconsin
$252K +$102K +2,700 +64%
MOS
157
MGO One Seven
Ohio
$250K – – –
WANY
158
Wealthspire Advisors (New York)
New York
$249K +$3.54K +94 +1%
BWFA
159
Baltimore-Washington Financial Advisors
Maryland
$249K -$282K -7,485 -52%
VFA
160
Voya Financial Advisors
Connecticut
$248K +$260K +6,903 New
SPC
161
Sigma Planning Corp
Michigan
$233K -$28.9K -768 -11%
SDWIA
162
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$223K – – –
ACP
163
Aviance Capital Partners
Florida
$221K -$19.5K -518 -8%
RGC
164
Roberts, Glore & Co
Illinois
$221K – – –
BEAM
165
Baker Ellis Asset Management
Washington
$219K – – –
ZAM
166
Zevin Asset Management
Massachusetts
$217K – – –
EWA
167
EP Wealth Advisors
California
$214K +$220K +5,850 New
CCG
168
Coastwise Capital Group
California
$214K +$220K +5,849 New
FCH
169
Freestone Capital Holdings
Washington
$207K +$213K +5,667 New
NFSG
170
Newbridge Financial Services Group
Florida
$205K -$41.5K -1,102 -16%
CPRC
171
Consolidated Portfolio Review Corp
New York
$201K +$207K +5,486 New
AWM
172
Axxcess Wealth Management
California
$201K +$207K +5,485 New
UB
173
UMB Bank
Missouri
$190K -$3.77K -100 -2%
SN
174
Sittner & Nelson
Oregon
$183K – – –
CSC
175
Caldwell Sutter Capital
California
$170K +$122K +3,234 +227%
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