Filing Research | ALLIANCEBERNSTEIN HLDG L P Institutional Holdings

Snapshot holdings

50 / 68 loaded

#		Instrument	quantity
1	D.A. DAVIDSON & CO.	Shares	160.0KSH	$5.6M
2	MOODY ALDRICH PARTNERS LLC	Shares	137.3KSH	$4.8M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	125.6KSH	$4.7M
4	B. Riley Wealth Advisors, Inc.	Shares	75.6KSH	$2.7M
5	CACTI ASSET MANAGEMENT LLC	Shares	44.9KSH	$1.6M
6	DAVENPORT & Co LLC	Shares	44.5KSH	$1.6M
7	Apollon Wealth Management, LLC	Shares	29.1KSH	$1.0M
8	Nicholas Wealth, LLC.	Shares	28.4KSH	$999.9K
9	MISSION WEALTH MANAGEMENT, LP	Shares	24.1KSH	$847.5K
10	PFG Investments, LLC	Shares	22.7KSH	$800.5K
11	Sequoia Financial Advisors, LLC	Shares	20.3KSH	$714.7K
12	ZAZOVE ASSOCIATES LLC	Shares	19.3KSH	$679.7K
13	BALDWIN WEALTH PARTNERS LLC/MA	Shares	17.5KSH	$617.2K
14	JBR Co Financial Management Inc	Shares	17.3KSH	$609.6K
15	Formidable Asset Management, LLC	Shares	15.9KSH	$595.6K
16	HIGHLAND CAPITAL MANAGEMENT, LLC	Shares	14.1KSH	$495.0K
17	Shulman DeMeo Asset Management LLC	Shares	13.6KSH	$480.1K
18	Northside Capital Management, LLC	Shares	12.6KSH	$444.7K
19	J.W. COLE ADVISORS, INC.	Shares	11.9KSH	$419.2K
20	Wedmont Private Capital	Shares	11.0KSH	$410.4K
21	Herold Advisors, Inc.	Shares	11.3KSH	$399.0K
22	Brookwood Investment Group LLC	Shares	10.6KSH	$374.4K
23	Mallini Complete Financial Planning LLC	Shares	10.4KSH	$364.8K
24	Cadent Capital Advisors, LLC	Shares	10.1KSH	$355.0K
25	Prospera Financial Services Inc	Shares	9.0KSH	$317.7K
26	MOODY NATIONAL BANK TRUST DIVISION	Shares	8.6KSH	$304.0K
27	JOHNSON INVESTMENT COUNSEL INC	Shares	8.3KSH	$294.1K
28	CARY STREET PARTNERS FINANCIAL LLC	Shares	8.2KSH	$287.5K
29	FSM Wealth Advisors, LLC	Shares	7.5KSH	$264.9K
30	CPC Advisors, LLC	Shares	7.1KSH	$248.3K
31	Lewis Asset Management, LLC	Shares	6.8KSH	$239.5K
32	Farther Finance Advisors, LLC	Shares	6.7KSH	$235.8K
33	Merrion Investment Management Co, LLC	Shares	6.5KSH	$228.9K
34	FLAGSHIP HARBOR ADVISORS, LLC	Shares	6.4KSH	$226.3K
35	CHAPIN DAVIS, INC.	Shares	6.0KSH	$211.3K
36	CHICAGO TRUST Co NA	Shares	6.0KSH	$211.3K
37	Onyx Bridge Wealth Group LLC	Shares	5.9KSH	$207.9K
38	VISION FINANCIAL MARKETS LLC	Shares	5.7KSH	$204.0K
39	PEDDOCK CAPITAL ADVISORS, LLC	Shares	5.8KSH	$203.6K
40	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	4.9KSH	$171.2K
41	Golden State Wealth Management, LLC	Shares	2.9KSH	$101.1K
42	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	Shares	2.6KSH	$91.6K
43	EverSource Wealth Advisors, LLC	Shares	1.3KSH	$44.9K
44	LANARK FINANCIAL, INC.	Shares	1.3KSH	$44.4K
45	GHP Investment Advisors, Inc.	Shares	1.3KSH	$44.2K
46	LRI Investments, LLC	Shares	1.2KSH	$42.2K
47	HM PAYSON & CO	Shares	1.0KSH	$35.2K
48	Mountain Hill Investment Partners Corp.	Shares	1.0KSH	$35.2K
49	GoalVest Advisory LLC	Shares	783SH	$27.6K
50	Kozak & Associates, Inc.	Shares	721SH	$25.9K

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Manager changes2026-06-30 vs 2026-03-31

50 / 73 loaded

#		Instrument
1	Wedmont Private Capital new	Shares	+11.0K	+$410.4K	$410.4K
2	BALDWIN WEALTH PARTNERS LLC/MA added	Shares	+3.0K	+$73.4K	$617.2K
3	LANARK FINANCIAL, INC. added	Shares	+1.1K	+$39.4K	$44.4K
4	Mountain Hill Investment Partners Corp. new	Shares	+1.0K	+$35.2K	$35.2K
5	LRI Investments, LLC added	Shares	+1.0K	+$34.8K	$42.2K
6	PFG Investments, LLC added	Shares	+1.9K	+$22.2K	$800.5K
7	Cape Investment Advisory, Inc. new	Shares	+428	+$15.1K	$15.1K
8	Onyx Bridge Wealth Group LLC added	Shares	+502	+$5.7K	$207.9K
9	FIRST HORIZON CORP new	Shares	+20	+$704	$704
10	Financial Management Professionals, Inc. new	Shares	+10	+$352	$352
11	CONTRAVISORY INVESTMENT MANAGEMENT, INC. new	Shares	+2	+$70	$70
12	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	-$36	$564
13	IFP Advisors, Inc unchanged	Shares	0	-$222	$3.5K
14	PFS Partners, LLC unchanged	Shares	0	-$422	$6.7K
15	Community Financial Services Group, LLC unchanged	Shares	0	-$619	$11.0K
16	ARMSTRONG ADVISORY GROUP, INC unchanged	Shares	0	-$655	$10.4K
17	Bank of New Hampshire unchanged	Shares	0	-$666	$10.6K
18	FINANCIAL CONSULATE, INC added	Shares	+12	-$807	$19.9K
19	ALBION FINANCIAL GROUP /UT unchanged	Shares	0	-$888	$14.1K
20	Vermillion Wealth Management, Inc. added	Shares	+5	-$1.0K	$19.4K
21	Grove Bank & Trust unchanged	Shares	0	-$1.1K	$17.6K
22	TRUST CO OF TOLEDO NA /OH/ unchanged	Shares	0	-$1.1K	$17.6K
23	CoreCap Advisors, LLC unchanged	Shares	0	-$1.3K	$19.9K
24	THOMPSON INVESTMENT MANAGEMENT, INC. unchanged	Shares	0	-$1.3K	$21.1K
25	Kozak & Associates, Inc. added	Shares	+15	-$1.4K	$25.9K
26	GoalVest Advisory LLC unchanged	Shares	0	-$1.7K	$27.6K
27	GHP Investment Advisors, Inc. added	Shares	+26	-$1.8K	$44.2K
28	HM PAYSON & CO unchanged	Shares	0	-$2.2K	$35.2K
29	SALEM INVESTMENT COUNSELORS INC trimmed	Shares	-100	-$4.2K	$7.0K
30	ZAZOVE ASSOCIATES LLC added	Shares	+1.0K	-$5.4K	$679.7K
31	Abound Wealth Management exited	Shares	-150	-$5.6K	$0
32	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. unchanged	Shares	0	-$5.8K	$91.6K
33	MJT & Associates Financial Advisory Group, Inc. exited	Shares	-187	-$7.0K	$0
34	Golden State Wealth Management, LLC trimmed	Shares	-19	-$7.1K	$101.1K
35	VISION FINANCIAL MARKETS LLC unchanged	Shares	0	-$9.4K	$204.0K
36	BEACON INVESTMENT ADVISORY SERVICES, INC. unchanged	Shares	0	-$10.8K	$171.2K
37	Scarborough Advisors, LLC exited	Shares	-297	-$11.1K	$0
38	PEDDOCK CAPITAL ADVISORS, LLC unchanged	Shares	0	-$12.8K	$203.6K
39	CHAPIN DAVIS, INC. unchanged	Shares	0	-$13.3K	$211.3K
40	CHICAGO TRUST Co NA unchanged	Shares	0	-$13.3K	$211.3K
41	Sequoia Financial Advisors, LLC added	Shares	+829	-$14.0K	$714.7K
42	Merrion Investment Management Co, LLC unchanged	Shares	0	-$14.4K	$228.9K
43	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+79	-$15.2K	$287.5K
44	CPC Advisors, LLC unchanged	Shares	0	-$15.7K	$248.3K
45	FSM Wealth Advisors, LLC unchanged	Shares	0	-$16.7K	$264.9K
46	Mallini Complete Financial Planning LLC added	Shares	+121	-$18.5K	$364.8K
47	MOODY NATIONAL BANK TRUST DIVISION added	Shares	+18	-$18.5K	$304.0K
48	JBR Co Financial Management Inc added	Shares	+907	-$21.5K	$609.6K
49	Cadent Capital Advisors, LLC unchanged	Shares	0	-$22.4K	$355.0K
50	Shulman DeMeo Asset Management LLC added	Shares	+179	-$23.6K	$480.1K

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