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ALC

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
276
Icon Wealth Partners
Texas
$599K +$51.7K +628 +10%
ARMT
277
Amica Retiree Medical Trust
Rhode Island
$584K – – –
AWM
278
Apollon Wealth Management
South Carolina
$571K +$539K +6,549 New
CCM
279
Coldstream Capital Management
Washington
$565K -$149K -1,806 -22%
P
280
Pitcairn
Pennsylvania
$552K +$13.7K +166 +3%
UB
281
UMB Bank
Missouri
$551K +$521K +6,328 New
OTPPB
282
Ontario Teachers' Pension Plan Board
Ontario, Canada
$545K +$507K +6,151 New
WA
283
WealthTrust Axiom
Pennsylvania
$538K -$1.65K -20 -0.3%
WP
284
WealthSource Partners
California
$537K -$49K -595 -9%
BBA
285
Baader Bank Aktiengesellschaft
Germany
$532K +$496K +6,019 New
DWM
286
Dakota Wealth Management
Florida
$518K +$25.9K +315 +6%
WTC
287
WhitTier Trust Company
Nevada
$512K +$28.6K +347 +6%
S
288
SignatureFD
Georgia
$511K +$45K +547 +10%
FTDI
289
First Trust Direct Indexing
Massachusetts
$509K -$51.8K -629 -10%
FFS
290
Founders Financial Securities
Maryland
$505K +$31.8K +386 +7%
LWAC
291
Laurel Wealth Advisors (California)
California
$501K +$474K +5,758 New
IWC
292
Integrated Wealth Concepts
Massachusetts
$500K +$93K +1,129 +25%
FDCDDQ
293
Federation des caisses Desjardins du Quebec
Quebec, Canada
$500K -$2.47K -30 -0.5%
PBT
294
Pictet Bank & Trust
Bahamas
$487K – – –
MFG
295
Menard Financial Group
Texas
$486K +$9.14K +111 +2%
KPWS
296
Kestra Private Wealth Services
Texas
$485K +$18.4K +224 +4%
FRA
297
Frank Rimerman Advisors
California
$477K +$58.3K +708 +15%
FPS
298
Fieldpoint Private Securities
Connecticut
$471K +$1.56K +19 +0.4%
RCM
299
Ratan Capital Management
Florida
$466K – – –
V
300
Veritable
Delaware
$463K +$3.38K +41 +0.8%
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