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Albemarle
ALB

Name Holding Trade Value Shares
Change 		Change in
Stake
CFN
701
Cordasco Financial Network
Florida
$4K – – –
LC
702
Lindbrook Capital
California
$4K +$642 +4 +17%
JWA
703
JFS Wealth Advisors
Pennsylvania
$4K +$2.25K +14 +140%
MWP
704
Meridian Wealth Partners
Pennsylvania
$4K +$4.33K +27 New
HCM
705
Horrell Capital Management
Arkansas
$4K +$4.82K +30 New
RA
706
Resolute Advisors
California
$4K +$5.62K +35 New
AF
707
Allworth Financial
California
$3K – – –
RWM
708
Raffa Wealth Management
District of Columbia
$2.63K +$481 +3 +20%
FCA
709
FinTrust Capital Advisors
South Carolina
$2K – – –
LWM
710
Liberty Wealth Management
California
$2K – – –
MLFP
711
MPS Loria Financial Planners
Illinois
$2K – – –
YAL
712
Your Advocates Ltd
Texas
$2K – – –
FHC
713
First Horizon Corporation
Tennessee
$2K +$160 +1 +5%
DWP
714
Destiny Wealth Partners
Florida
$2K +$2.57K +16 New
GFPC
715
Global Financial Private Client
Florida
$1.51K +$1.6K +10 New
BA
716
Bellwether Advisors
Nebraska
$1K -$99.7K -621 -98%
APWA
717
Atlas Private Wealth Advisors
New Jersey
$1K – – –
GIA
718
Goodwin Investment Advisory
Georgia
$1K – – –
LFG
719
Larson Financial Group
Missouri
$1K – – –
VFA
720
Valeo Financial Advisors
Indiana
$1K +$642 +4 New
MPWT
721
MassMutual Private Wealth & Trust
Connecticut
$1K +$802 +5 New
SFO
722
Standard Family Office
South Dakota
$1K +$1.12K +7 New
ADIM
723
Alpha DNA Investment Management
Maryland
$1K +$1.28K +8 New
UFF
724
USA Financial Formulas
Michigan
$1K +$1.28K +8 New
MAMU
725
Marathon Asset Management (UK)
United Kingdom
– -$41.6M -281,262 Closed
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