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AllianceBernstein
AB

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
201
Cape Investment Advisory
Georgia
$31.9K -$22.5K -671 -42%
SIC
202
SJS Investment Consulting
Ohio
$31.1K +$30.8K +920 New
AF
203
Allworth Financial
California
$27.1K – – –
GI
204
GAMMA Investing
California
$27K – – –
GA
205
GoalVest Advisory
New York
$26.5K – – –
PS
206
Principal Securities
Iowa
$25.7K -$4.75K -142 -16%
PA
207
PSI Advisors
Florida
$23.7K – – –
WPWM
208
Western Pacific Wealth Management
Illinois
$23.7K – – –
FFA
209
Farther Finance Advisors
California
$22.2K +$22.2K +662 New
GWMI
210
Guardian Wealth Management (Illinois)
Illinois
$22K +$301 +9 +1%
MCM
211
Manchester Capital Management
Vermont
$19.4K +$19.1K +571 New
SIC
212
Salem Investment Counselors
North Carolina
$18.6K – – –
AW
213
Avion Wealth
Texas
$18K +$368 +11 +2%
IGWM
214
ICA Group Wealth Management
Colorado
$17.3K – – –
AAG
215
Armstrong Advisory Group
Massachusetts
$17K -$37.9K -1,133 -69%
CB
216
Community Bank
New York
$16.9K – – –
CWM
217
Compass Wealth Management
Connecticut
$16.9K – – –
PTC
218
Private Trust Company
Ohio
$16.9K – – –
CA
219
Clearstead Advisors
Ohio
$16.7K – – –
JPWM
220
Jamison Private Wealth Management
Georgia
$14.5K +$301 +9 +2%
CA
221
CoreCap Advisors
Michigan
$13.1K – – –
NS
222
NBC Securities
Alabama
$13K +$1.77K +53 +15%
PP
223
PFS Partners
New Jersey
$12.5K +$134 +4 +1%
ADL
224
Asset Dedication LLC
California
$11K +$2.91K +87 +36%
DAM
225
Delta Asset Management
Tennessee
$10.5K – – –
7 8
9
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