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Albemarle
ALB

Name Holding Trade Value Shares
Change 		Change in
Stake
BBA
751
Baader Bank Aktiengesellschaft
Germany
$269K +$385K +1,562 New
SW
752
SVB Wealth
Massachusetts
$269K +$25.4K +103 +9%
APC
753
Aspire Private Capital
North Carolina
$267K +$80.3K +326 +37%
CFG
754
Cooper Financial Group
California
$267K +$297K +1,206 New
BS
755
Banco Santander
Spain
$266K – – –
SW
756
SteelPeak Wealth
California
$266K -$11.3K -46 -4%
MCA
757
Millennium Capital Advisors
Arkansas
$265K – – –
LFM
758
LGT Fund Management
Liechtenstein
$265K – – –
LWP
759
Lumature Wealth Partners
Georgia
$263K +$493 +2 +0.2%
HI
760
Harbour Investments
Wisconsin
$263K +$8.13K +33 +3%
OAM
761
Ostrum Asset Management
France
$262K +$292K +1,184 New
AWM
762
Avitas Wealth Management
California
$261K +$291K +1,182 New
SW
763
StrongBox Wealth
Missouri
$260K +$4.93K +20 +2%
CHC
764
City Holding Co
West Virginia
$260K +$2.22K +9 +0.8%
LFAS
765
Level Four Advisory Services
Texas
$256K +$286K +1,159 New
KTC
766
Kistler-Tiffany Companies
Pennsylvania
$256K -$3.7K -15 -1%
WIM
767
WealthPlan Investment Management
Nebraska
$254K -$38.4K -156 -12%
AAG
768
Armstrong Advisory Group
Massachusetts
$254K -$14.3K -58 -5%
FCFC
769
First Commonwealth Financial Corp
Pennsylvania
$249K – – –
BCM
770
Brookstone Capital Management
Illinois
$248K -$139K -565 -32%
CCM
771
Coldstream Capital Management
Washington
$246K -$3.45K -14 -1%
PFA
772
Pathway Financial Advisers
Indiana
$245K +$2.71K +11 +1%
LCOV
773
London Company of Virginia
Virginia
$243K – – –
VI
774
Versor Investments
New York
$243K +$271K +1,100 New
TPCW
775
TD Private Client Wealth
New York
$243K +$137K +554 +102%
29 30
31
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