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Albemarle
ALB

Name Holding Trade Value Shares
Change 		Change in
Stake
OPS
651
Orion Portfolio Solutions
Nebraska
$428K +$158K +641 +50%
BCI
652
Brinker Capital Investments
Pennsylvania
$428K +$477K +1,934 New
EWM
653
EPG Wealth Management
Georgia
$426K – – –
QT
654
Quantamental Technologies
New York
$426K +$475K +1,927 New
IAIM
655
International Assets Investment Management
Florida
$421K -$206K -838 -31%
SWM
656
Spire Wealth Management
Virginia
$419K +$147K +598 +46%
VFA
657
Valeo Financial Advisors
Indiana
$419K +$467K +1,894 New
CCI
658
Credit Capital Investments
New Jersey
$416K +$144K +584 +45%
GI
659
GAMCO Investors
Connecticut
$416K +$24.6K +100 +6%
BP
660
Ballentine Partners
Massachusetts
$410K +$28.8K +117 +7%
IP
661
Intellectus Partners
California
$410K – – –
TCM
662
Tandem Capital Management
New Jersey
$408K +$455K +1,845 New
EP
663
Eudaimonia Partners
Tennessee
$408K -$140K -569 -24%
EI
664
Ethic Inc
New York
$407K -$48.3K -196 -10%
ANTB
665
AMG National Trust Bank
Colorado
$407K – – –
FNBT
666
FineMark National Bank & Trust
Florida
$401K +$1.23K +5 +0.3%
CBT
667
CoreFirst Bank & Trust
Kansas
$398K – – –
CP
668
Covenant Partners
Tennessee
$398K -$85K -345 -16%
PCIA
669
Prime Capital Investment Advisors
Kansas
$395K -$417K -1,692 -49%
RCM
670
Requisite Capital Management
Texas
$392K +$437K +1,773 New
DS
671
DRW Securities
Illinois
$392K -$287K -1,164 -40%
FFM
672
Forum Financial Management
Illinois
$391K – – –
PFPT
673
Pinnacle Financial Partners (Tennessee)
Tennessee
$387K +$272K +1,102 +170%
SG
674
StoneX Group
New York
$384K -$84K -341 -16%
OSAM
675
O'Shaughnessy Asset Management
Connecticut
$380K +$34.5K +140 +9%
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