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Albemarle
ALB

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
626
Covenant Partners
Tennessee
$319K +$139K +1,011 +85%
TIA
627
Tiemann Investment Advisors
California
$317K -$117K -853 -28%
CCG
628
Cypress Capital Group
Florida
$311K -$96.1K -700 -25%
BPA
629
Beacon Pointe Advisors
California
$310K +$59.6K +434 +25%
MCP
630
Mirador Capital Partners
California
$309K -$256K -1,868 -47%
CF
631
Centaurus Financial
California
$308K +$103K +752 +54%
HVIA
632
Hudson Valley Investment Advisors
New York
$307K -$1.37K -10 -0.4%
FIM
633
Freedom Investment Management
Connecticut
$306K +$11.8K +86 +4%
SP
634
Stablepoint Partners
Massachusetts
$304K +$289K +2,102 New
EP
635
Eudaimonia Partners
Tennessee
$301K +$9.06K +66 +3%
SPC
636
Sigma Planning Corp
Michigan
$297K -$559K -4,069 -66%
WCA
637
Waratah Capital Advisors
Ontario, Canada
$297K +$79.9K +582 +39%
RGC
638
Roberts, Glore & Co
Illinois
$297K +$282K +2,053 New
TLFA
639
True Link Financial Advisors
California
$296K – – –
EG
640
Ellerson Group
Maryland
$295K -$1.29M -9,422 -82%
OPTFSNA
641
Old Point Trust & Financial Services N A
Virginia
$295K +$280K +2,040 New
BB
642
Busey Bank
Illinois
$293K – – –
CW
643
CreativeOne Wealth
Kansas
$293K +$115K +835 +70%
ZIMP
644
Zimmermann Investment Management & Planning
Pennsylvania
$293K -$147K -1,070 -35%
RSWM
645
Robertson Stephens Wealth Management
California
$292K -$5.49K -40 -2%
PFA
646
Pathway Financial Advisers
Indiana
$291K -$10.8K -79 -4%
CIA
647
Concurrent Investment Advisors
Florida
$291K +$276K +2,011 New
CST
648
Charles Schwab Trust
Nevada
$289K – – –
SEEDPG
649
S.E.E.D. Planning Group
New York
$289K – – –
WA
650
WESPAC Advisors
California
$289K – – –
24 25
26
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