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Albemarle

Name Holding Trade Value Shares
Change
Change in
Stake
EFSCE
701
Enterprise Financial Services Corp (EFSC)
Missouri
$4K -$32.3K -200 -90%
SIM
702
Sonora Investment Management
Arizona
$4K – – –
MPWT
703
MassMutual Private Wealth & Trust
Connecticut
$4K +$2.9K +18 +360%
RWM
704
Raffa Wealth Management
District of Columbia
$3.54K +$484 +3 +17%
PWMG
705
Prestige Wealth Management Group
New Jersey
$3K -$2.26K -14 -47%
FHC
706
First Horizon Corporation
Tennessee
$3K +$323 +2 +10%
GWMIA
707
Global Wealth Management Investment Advisory
Florida
$3K +$3.23K +20 New
APWA
708
Atlas Private Wealth Advisors
New Jersey
$2K – – –
FCA
709
FinTrust Capital Advisors
South Carolina
$2K – – –
GIA
710
Goodwin Investment Advisory
Georgia
$2K – – –
YAL
711
Your Advocates Ltd
Texas
$2K – – –
UFF
712
USA Financial Formulas
Michigan
$2K +$323 +2 +25%
CA
713
Clearstead Advisors
Ohio
$2K +$1.77K +11 New
LF
714
Lee Financial
Texas
$2K +$1.77K +11 New
AFG
715
Albion Financial Group
Utah
$2K +$2.26K +14 New
SFO
716
Standard Family Office
South Dakota
$1K – – –
ZB
717
Zions Bancorporation
Utah
$1K – – –
BWM
718
Baystate Wealth Management
Massachusetts
$1K +$1.13K +7 New
PI
719
Putnam Investments
Massachusetts
– -$49.1M -335,894 Closed
MWA
720
Marshall Wace Asia
Hong Kong
– -$40.6M -277,787 Closed
SI
721
Scout Investments
Missouri
– -$19.9M -136,450 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
722
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$18.7M -128,195 Closed
VanEck Associates
723
VanEck Associates
New York
– -$11.4M -77,949 Closed
Qube Research & Technologies (QRT)
724
Qube Research & Technologies (QRT)
United Kingdom
– -$11.4M -77,936 Closed
B
725
Barings
North Carolina
– -$11.1M -76,041 Closed