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AllianceBernstein

Name Holding Trade Value Shares
Change
Change in
Stake
TR
176
Tepp RIA
New Jersey
$294K +$52.7K +1,400 +22%
JWCA
177
J.W. Cole Advisors
Florida
$290K +$285K +7,575 New
RIL
178
Rothschild Investment LLC
Illinois
$287K – – –
ASN
179
Advisory Services Network
Georgia
$287K -$188K -4,991 -40%
CPIG
180
Chicago Partners Investment Group
Illinois
$281K – – –
AWS
181
Atria Wealth Solutions
New York
$273K -$12.7K -337 -5%
OWA
182
Opal Wealth Advisors
New York
$272K – – –
CPC
183
Consolidated Planning Corp
Georgia
$270K – – –
DTC
184
Davidson Trust Company
Washington
$268K – – –
EFS
185
Essex Financial Services
Connecticut
$268K – – –
FG
186
Fiduciary Group
Georgia
$267K +$18.8K +500 +8%
FFA
187
Farther Finance Advisors
California
$266K +$204K +5,412 +361%
HA
188
HFG Advisors
Ohio
$264K +$260K +6,897 New
Northern Trust
189
Northern Trust
Illinois
$264K +$259K +6,879 New
SBIA
190
Sheaff Brock Investment Advisors
Indiana
$256K – – –
VCAM
191
Van Cleef Asset Management
Ohio
$255K – – –
MIM
192
Merrion Investment Management
New Jersey
$249K – – –
IC
193
IEQ Capital
California
$238K – – –
SWA
194
Sax Wealth Advisors
New Jersey
$234K -$44.1K -1,171 -16%
SDWIA
195
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$233K – – –
CWL
196
Causey Wealth LLC
Colorado
$231K – – –
IIA
197
IPG Investment Advisors
California
$231K -$21.8K -580 -9%
PI
198
PFG Investments
New York
$228K +$224K +5,958 New
KPWS
199
Kestra Private Wealth Services
Texas
$226K +$9.68K +257 +5%
IWC
200
Integrated Wealth Concepts
Massachusetts
$225K +$414 +11 +0.2%