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AllianceBernstein

Name Holding Trade Value Shares
Change
Change in
Stake
HPM
151
Hudson Portfolio Management
New York
$362K
CAPTRUST Financial Advisors
152
CAPTRUST Financial Advisors
North Carolina
$359K +$29.4K +782 +9%
FHA
153
Flagship Harbor Advisors
Massachusetts
$356K +$3.61K +96 +1%
MCFP
154
Mallini Complete Financial Planning
Florida
$355K
Chevy Chase Trust
155
Chevy Chase Trust
Maryland
$345K
SOW
156
State of Wyoming
Wyoming
$340K -$60K -1,594 -15%
BMO
157
Beck Mack & Oliver
New York
$339K +$45.2K +1,200 +16%
SIMG
158
Sonora Investment Management Group
Arizona
$339K -$6.17K -164 -2%
FCH
159
Freestone Capital Holdings
Washington
$337K +$37.6K +1,000 +13%
STA
160
Summit Trail Advisors
New York
$335K
WIA
161
World Investment Advisors
California
$334K
ACA
162
Aptus Capital Advisors
Alabama
$321K -$12.8K -340 -4%
IAA
163
Independent Advisor Alliance
North Carolina
$320K -$43.6K -1,158 -12%
MNBTD
164
Moody National Bank Trust Division
Texas
$319K
Mercer Global Advisors
165
Mercer Global Advisors
Colorado
$314K -$133K -3,527 -30%
SLC
166
Second Line Capital
Louisiana
$312K -$13K -346 -4%
RIA
167
Regal Investment Advisors
Michigan
$311K -$5.65K -150 -2%
SN
168
Sittner & Nelson
Oregon
$310K
OCM
169
One Capital Management
California
$308K
NAS
170
Nicolet Advisory Services
Wisconsin
$307K
PWM
171
Perigon Wealth Management
California
$307K +$4.14K +110 +1%
HTC
172
Haverford Trust Company
Pennsylvania
$303K
XT
173
XTX Topco
Cayman Islands
$302K +$296K +7,873 New
CSP
174
Cary Street Partners
Virginia
$298K +$11K +293 +4%
TR
175
Tepp RIA
New Jersey
$294K +$52.7K +1,400 +22%