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ALC

Name Holding Trade Value Shares
Change 		Change in
Stake
EPIME
501
Evelyn Partners Investment Management (Europe)
$56.5K -$3.68K -41 -6%
POIA
502
Pin Oak Investment Advisors
Texas
$52K – – –
MA
503
Montag & Associates
Georgia
$49.8K – – –
CTC
504
Central Trust Company
Missouri
$48.3K +$1.61K +18 +4%
LWCFA
505
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$43.4K – – –
OC
506
Oakworth Capital
Alabama
$41.4K – – –
LWANC
507
Laurel Wealth Advisors (North Carolina)
North Carolina
$40.5K – – –
SWM
508
Spire Wealth Management
Virginia
$39.8K -$7.27K -81 -16%
ITIM
509
Indiana Trust & Investment Management
Indiana
$39.3K – – –
PP
510
Pacifica Partners
Canada
$36.7K – – –
EWP
511
Elevation Wealth Partners
California
$35.1K – – –
WA
512
Whipplewood Advisors
Colorado
$34.4K +$959K +10,686 +2,896%
KFI
513
Key Financial Inc
Pennsylvania
$33.5K -$9.33K -104 -23%
ABWM
514
Alpine Bank Wealth Management
Colorado
$33K +$31.2K +348 New
RIL
515
Rothschild Investment LLC
Illinois
$32.5K -$897 -10 -3%
HCP
516
Hexagon Capital Partners
Arkansas
$30.4K +$6.73K +75 +31%
AT
517
Avalon Trust
New Mexico
$28.5K – – –
NS
518
NBC Securities
Alabama
$28K +$27.3K +304 New
GBT
519
Grove Bank & Trust
Florida
$26.1K – – –
SO
520
Sierra Ocean
California
$25.9K +$3.14K +35 +15%
AWM
521
AllSquare Wealth Management
New York
$25.7K – – –
NSIM
522
North Star Investment Management
Illinois
$25.6K – – –
ACA
523
Atlas Capital Advisors
Wyoming
$25.6K – – –
FP
524
Financial Perspectives
Minnesota
$25.1K – – –
PFBT
525
Parkside Financial Bank & Trust
Missouri
$25K -$2.69K -30 -10%
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