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Albemarle
ALB

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
451
Western Wealth Management
Colorado
$454K +$11K +68 +3%
PWM
452
Perigon Wealth Management
California
$449K +$9.52K +59 +2%
BCP
453
Blackhawk Capital Partners
Wisconsin
$447K -$341K -2,114 -41%
CM
454
Capula Management
Cayman Islands
$446K +$427K +2,649 New
FMLI
455
Fukoku Mutual Life Insurance
Japan
$443K – – –
IFG
456
Independent Financial Group
California
$436K -$104K -642 -20%
KFS
457
Kurt F. Somerville
$435K -$6.46K -40 -2%
TSW
458
Thompson Siegel & Walmsley
Virginia
$423K -$47.6K -295 -11%
NRS
459
Neville Rodie & Shaw
New York
$421K – – –
AAS
460
Avantax Advisory Services
Texas
$416K +$55.2K +342 +16%
CS
461
Cannell & Spears
New York
$414K +$396K +2,455 New
KFGK
462
Keystone Financial Group (Kentucky)
Kentucky
$412K -$80.7K -500 -17%
FMT
463
First Mercantile Trust
Tennessee
$404K -$21.3K -132 -5%
CCM
464
Cinctive Capital Management
New York
$404K +$387K +2,400 New
IAA
465
Independent Advisor Alliance
North Carolina
$396K -$12.9K -80 -3%
BRWA
466
B. Riley Wealth Advisors
Florida
$394K +$22.3K +138 +6%
CP
467
Covenant Partners
Tennessee
$393K – – –
JCM
468
Jacobi Capital Management
Pennsylvania
$392K -$2.26K -14 -0.6%
FANJ
469
Financial Architects (New Jersey)
New Jersey
$392K +$120K +745 +47%
AR
470
Advisory Research
Illinois
$390K +$374K +2,315 New
FI
471
Fosun International
China
$390K +$374K +2,317 New
IP
472
Intellectus Partners
California
$388K -$8.71K -54 -2%
KWM
473
Kingsview Wealth Management
Oregon
$388K +$66.2K +410 +22%
GAMC
474
Garner Asset Management Corp
Texas
$387K – – –
FHA
475
First Horizon Advisors
Tennessee
$385K -$3.71K -23 -1%
17 18
19
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