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AllianceBernstein

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
151
Western Wealth Management
Colorado
$368K -$5.38K -143 -1%
HPM
152
Hudson Portfolio Management
New York
$362K – – –
CAPTRUST Financial Advisors
153
CAPTRUST Financial Advisors
North Carolina
$359K +$29.4K +782 +9%
FHA
154
Flagship Harbor Advisors
Massachusetts
$356K +$3.61K +96 +1%
MCFP
155
Mallini Complete Financial Planning
Florida
$355K – – –
Chevy Chase Trust
156
Chevy Chase Trust
Maryland
$345K – – –
SOW
157
State of Wyoming
Wyoming
$340K -$60K -1,594 -15%
BMO
158
Beck Mack & Oliver
New York
$339K +$45.2K +1,200 +16%
SIMG
159
Sonora Investment Management Group
Arizona
$339K -$6.17K -164 -2%
FCH
160
Freestone Capital Holdings
Washington
$337K +$37.6K +1,000 +13%
STA
161
Summit Trail Advisors
New York
$335K – – –
WIA
162
World Investment Advisors
California
$334K – – –
ACA
163
Aptus Capital Advisors
Alabama
$321K -$12.8K -340 -4%
IAA
164
Independent Advisor Alliance
North Carolina
$320K -$43.6K -1,158 -12%
MNBTD
165
Moody National Bank Trust Division
Texas
$319K – – –
Mercer Global Advisors
166
Mercer Global Advisors
Colorado
$314K -$133K -3,527 -30%
SLC
167
Second Line Capital
Louisiana
$312K -$13K -346 -4%
RIA
168
Regal Investment Advisors
Michigan
$311K -$5.65K -150 -2%
SN
169
Sittner & Nelson
Oregon
$310K – – –
OCM
170
One Capital Management
California
$308K – – –
NAS
171
Nicolet Advisory Services
Wisconsin
$307K – – –
PWM
172
Perigon Wealth Management
California
$307K +$4.14K +110 +1%
HTC
173
Haverford Trust Company
Pennsylvania
$303K – – –
XT
174
XTX Topco
Cayman Islands
$302K +$296K +7,873 New
CSP
175
Cary Street Partners
Virginia
$298K +$11K +293 +4%