| Visionquest Capital |
1 Perimeter Park S, Birmingham, AL 35243 |
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20597xxxx9 |
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| River Bank & Trust |
309 Maxwell Blvd, Montgomery, AL 36104 |
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33438xxxx0 |
abo***@r****************.com |
5 |
5 |
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15332 |
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| 1919 Investment Counsel |
2311 Highland Ave #190, Birmingham, AL 35205 |
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20541xxxx0 |
aje***@1*****.com |
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| Warrior Equity Group LLC |
2121 Avenue E, Birmingham, AL 35218 |
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20567xxxx5 |
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3 |
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| Veracity Wealth Management |
1 Perimeter Park S #123s, Birmingham, AL 35243 |
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20522xxxx3 |
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1 |
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| Raymond James |
2900 US-280 Ste 100, Birmingham, AL 35223 |
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20587xxxx6 |
aar************@r***********.com |
5 |
1 |
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17124 |
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| Steve Hudson - Private Wealth Advisor, Ameriprise Financial Services, LLC |
1400 Urban Center Dr #420, Birmingham, AL 35242 |
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20596xxxx9 |
dns*****@a***.com |
5 |
1 |
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| Cope Private Wealth |
3300 Cahaba Rd STE 201, Birmingham, AL 35223 |
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20553xxxx1 |
pat@c*****.com |
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| Frank Chappelle & Co Inc |
1747 Reese St # 215, Birmingham, AL 35209 |
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20587xxxx1 |
ram*********@c***********.com |
5 |
1 |
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| Commercial Private Equity |
235 Peachtree St NE Ste 403, Atlanta, GA 30303 |
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40430xxxx3 |
chr**@c**********************.com |
3.7 |
6 |
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5 |
23 |
| Merrill Lynch Private Wealth Advisor John A Lacey |
569 Brookwood Village, Birmingham, AL 35209 |
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20532xxxx7 |
ale*********@m*.com |
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| NBC Securities Inc |
1927 1st Ave N 9th floor, Birmingham, AL 35203 |
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20542xxxx0 |
aat******@n************.com |
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5 |
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| Lowden Street Capital |
2850 Cahaba Rd Ste 120, Mountain Brook, AL 35223 |
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20587xxxx2 |
ma**@l***********.com |
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| Synovus Securities Inc |
4121 Carmichael Rd # 102, Montgomery, AL 36106 |
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33424xxxx2 |
aar*******************@s******.com |
3 |
2 |
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8960 |
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9500 |
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| BCR Wealth Strategies |
1952 Urban Center Pkwy, Vestavia Hills, AL 35242 |
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20529xxxx4 |
cbo***@b********.com |
4.9 |
21 |
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| Hirsch Giles Caine - Morgan Stanley |
3500 Colonnade Pkwy Suite 200, Birmingham, AL 35243 |
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20596xxxx1 |
int**********@m************.com |
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| FHL Capital Corporation |
1823 27th Ave S, Birmingham, AL 35209 |
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20532xxxx8 |
efi***@f*********.com |
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| Brett Crawford - Morgan Stanley |
7515 Halcyon Summit Dr # 300, Montgomery, AL 36117 |
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33427xxxx6 |
int**********@m************.com |
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| Mark Byars - Private Wealth Advisor, Ameriprise Financial Services, LLC |
1817 Commons N Dr, Tuscaloosa, AL 35406 |
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20572xxxx4 |
dns*****@a***.com |
5.01 |
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| Stifel |
1490 Northbank Parkway Suite 100, Tuscaloosa, AL 35406 |
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20556xxxx0 |
abb****@s*****.com |
5 |
2 |
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3995 |
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| Sterne Agee Private Client Group |
670 S Perry St, Montgomery, AL 36104 |
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33426xxxx2 |
abb****@s*****.com |
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| PNC Private Bank |
1819 5th Ave N, Birmingham, AL 35203 |
|
88876xxxx6 |
a-n***********@p**.com |
1 |
1 |
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| Henry Joseph Hagood - Morgan Stanley |
3500 Colonnade Pkwy Suite 200, Birmingham, AL 35243 |
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20596xxxx9 |
int**********@m************.com |
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| Jeff Roberts - Private Wealth Advisor, Ameriprise Financial Services, LLC |
31 Inverness Center Pkwy Ste 550, Birmingham, AL 35242 |
|
20531xxxx0 |
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5 |
1 |
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| Chip Grinkmeyer - Private Wealth Advisor, Ameriprise Financial Services, LLC |
3280 Morgan Dr #100, Vestavia Hills, AL 35216 |
|
20596xxxx2 |
dns*****@a***.com |
5.02 |
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| Ted Jackson - Private Wealth Advisor, Ameriprise Financial Services, LLC |
1817 Commons N Dr, Tuscaloosa, AL 35406 |
|
20572xxxx4 |
dns*****@a***.com |
5 |
1 |
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| Autaugaville |
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| Stifel |
2660 Eastchase Ln #400, Montgomery, AL 36117 |
|
33421xxxx0 |
abb****@s*****.com |
5 |
1 |
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| Waverly Advisors, LLC |
600 University Park Pl #501, Birmingham, AL 35209 |
|
20587xxxx4 |
hr@w***************.com |
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| The Groce & Oakley Wealth Management Group - Morgan Stanley |
7515 Halcyon Summit Dr # 300, Montgomery, AL 36117 |
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33427xxxx0 |
int**********@m************.com |
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| Farra Alford - Morgan Stanley |
3500 Colonnade Pkwy Suite 200, Birmingham, AL 35243 |
|
20596xxxx8 |
int**********@m************.com |
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| Wiregrass Equity |
60 Commerce St, Montgomery, AL 36104 |
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2.3 |
3 |
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| Clay Cochran - Private Wealth Advisor, Ameriprise Financial Services, LLC |
31 Inverness Center Pkwy Ste 550, Birmingham, AL 35242 |
|
20531xxxx0 |
dns*****@a***.com |
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| Patrick Cummings - Private Wealth Advisor, Ameriprise Financial Services, LLC |
2501 20th Pl S #400, Birmingham, AL 35223 |
|
20590xxxx9 |
den********@a***.com |
5 |
1 |
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| Lowden Street Capital |
175 Aliant Pkwy Alexander City, AL 35010 |
|
20525xxxx3 |
ma**@l***********.com |
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| The Spring Group - Morgan Stanley |
3500 Colonnade Pkwy Suite 200, Birmingham, AL 35243 |
|
20596xxxx1 |
ade***********@m************.com |
5.03 |
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| Northwestern Mutual |
1500 Urban Center Dr #500, Vestavia Hills, AL 35242 |
|
20584xxxx7 |
a.-***********@n*****************.com |
4.924 |
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| Merrill Lynch Wealth Management |
569 Brookwood Village, Birmingham, AL 35209 |
|
20532xxxx0 |
ale*********@m*.com |
3.5 |
2 |
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| Providence Investments |
29 Olmsted St, Birmingham, AL 35242 |
|
20570xxxx0 |
ale*@p********************.com |
4.7 |
16 |
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| Welon Partners |
105 Tallapoosa St Suite 109, Montgomery, AL 36104 |
|
33425xxxx0 |
axx****@w************.com |
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| Partners Direct Invest, LLC |
1128 E Lake Blvd #120, Birmingham, AL 35217 |
|
20584xxxx7 |
d.j***@c****************.com |
4.2 |
5 |
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| Founders Advisors |
2400 5th Ave S Suite 100, Birmingham, AL 35233 |
|
20594xxxx3 |
acr******@f*********.com |
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| Steve Garrett Sr - Private Wealth Advisor, Ameriprise Financial Services, LLC |
5120 Selkirk Dr Ste 200, Birmingham, AL 35242 |
|
20531xxxx3 |
all************@a***.com |
5 |
1 |
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| Harbert Management Corporation |
2100 3rd Ave N Suite 600, Birmingham, AL 35203 |
|
20598xxxx0 |
abr*******@h******.net |
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| Denali Capital, LLC |
2207 2nd Ave N, Birmingham, AL 35203 |
|
20558xxxx3 |
adm**@d*************.com |
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| Stifel |
7460 Halcyon Pointe Dr #100, Montgomery, AL 36117 |
|
33421xxxx0 |
abb****@s*****.com |
4.52 |
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| Fenwick Brands |
2151 Highland Ave, Birmingham, AL 35205 |
|
20572xxxx9 |
gre***@f************.com |
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| Strategic Financial Partners - Formerly Pittman Financial Partners |
3500 Colonnade Pkwy Suite 140, Birmingham, AL 35243 |
|
20593xxxx1 |
aar*******@s*************************.com |
4 |
4 |
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| North River Group |
420 20th St N, Birmingham, AL 35203 |
|
20537xxxx6 |
den***@n**************.com |
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| The Birmingham Red Mountain Group - Morgan Stanley |
3500 Colonnade Pkwy Suite 200, Birmingham, AL 35243 |
|
20596xxxx2 |
ade***********@m************.com |
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| Cherice Dawkins - Morgan Stanley |
3500 Colonnade Pkwy Suite 200, Birmingham, AL 35243 |
|
20546xxxx9 |
int**********@m************.com |
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| Raymond James Financial Services |
Smith Building, 4960 Valleydale Rd #200, Birmingham, AL 35242 |
|
20598xxxx9 |
aar************@r***********.com |
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| Northwestern Mutual Financial |
101 Market Pl # 100, Montgomery, AL 36117 |
|
33439xxxx9 |
a.-***********@n*****************.com |
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106626 |
16241 |
107000 |
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| Jemison Investment Co Inc |
2001 Park Pl #320, Birmingham, AL 35203 |
|
20532xxxx1 |
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| wilco capital |
104 23rd St S, Birmingham, AL 35233 |
|
20557xxxx9 |
acc************@w*******.com |
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| Accelerated Partners |
One Independence Plaza Suite 816, Birmingham, AL 35209 |
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|
chr**@a*******************.com |
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| Paragon HM Wealth Management Group - Morgan Stanley |
3500 Colonnade Pkwy Suite 200, Birmingham, AL 35243 |
|
20534xxxx1 |
ade***********@m************.com |
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| IRA Innovations LLC |
100 Concourse Pkwy #170, Birmingham, AL 35244 |
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20598xxxx0 |
bi**@i*************.com |
4.8 |
5 |
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| William H. Caine - Morgan Stanley |
3500 Colonnade Pkwy Suite 200, Birmingham, AL 35243 |
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20596xxxx3 |
int**********@m************.com |
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| Edelman Financial Engines |
3595 Grandview Pkwy #475, Birmingham, AL 35243 |
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83375xxxx3 |
aar**@e**********************.com |
4.04 |
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| Lee Jackson - LPL Financial |
1067 Woodley Rd Suite B1, Montgomery, AL 36106 |
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33467xxxx8 |
lee********@l**.com |
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| Winn Wealth Management - Morgan Stanley |
7515 Halcyon Summit Dr # 300, Montgomery, AL 36117 |
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33427xxxx4 |
ade***********@m************.com |
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| Acfi America's Center For Foreign |
100 N Union St, Montgomery, AL 36104 |
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33495xxxx1 |
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| MavenCross Wealth Advisors - Ameriprise Financial Services, LLC |
31 Inverness Center Pkwy Ste 550, Birmingham, AL 35242 |
|
20531xxxx0 |
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5 |
2 |
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| Thoroughbred Capital |
2900 Cahaba Rd, Mountain Brook, AL 35223 |
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27099xxxx9 |
gto**@t**********************.com |
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| OneAscent Wealth Management |
23 Inverness Center Pkwy Suite A, Birmingham, AL 35242 |
|
20531xxxx2 |
ben******@o********.com |
5 |
2 |
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| McKinney Capital |
1 Metroplex Dr Suite 260, Birmingham, AL 35209 |
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20569xxxx7 |
chr********@m**************.net |
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| Kevin N. Haynes, CFP, CRPS - UBS Financial Services Inc. |
4001 Carmichael Rd Suite 400, Montgomery, AL 36106 |
|
33426xxxx3 |
ale*******@u**.com |
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| Edgewood Wealth Advisors |
1900 28th Ave S #110, Birmingham, AL 35209 |
|
20576xxxx0 |
jla******@r**********.com |
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| IV Winds |
1500 1st Ave N b125, Birmingham, AL 35203 |
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20525xxxx9 |
605*****************************@s**********.wixpress |
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| River Bank & Trust |
612 S Memorial Dr, Prattville, AL 36067 |
|
33429xxxx0 |
bpa****@r****************.com |
5 |
3 |
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| Carl R. Watson - UBS Financial Services Inc. |
4001 Carmichael Rd Suite 400, Montgomery, AL 36106 |
|
33426xxxx3 |
ade********@u**.com |
3.02 |
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| Jamestown Wealth |
107 Richard Arrington Jr Blvd S, Birmingham, AL 35233 |
|
20598xxxx3 |
aar************@r***********.com |
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| Synovus Wealth Management |
Birmingham, AL 35213 |
|
20586xxxx0 |
aar*******************@s******.com |
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8791 |
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9503 |
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| Southwestern Investment Group |
600 University Park Pl Suite 350, Homewood, AL 35209 |
|
20573xxxx5 |
cul****@s****************.com |
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479 |
94 |
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| Hudson & Windle Private Wealth - Ameriprise Financial Services, LLC |
1400 Urban Center Dr #420, Birmingham, AL 35242 |
|
20596xxxx9 |
ale*****************@a***.com |
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| Stifel |
670 S Perry St, Montgomery, AL 36104 |
|
33426xxxx2 |
a.-******@s*****.com |
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3995 |
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| River Bank & Trust |
2040 7th St S, Clanton, AL 35045 |
|
20575xxxx1 |
abo***@r****************.com |
5 |
1 |
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4.8 |
277 |
15350 |
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16000 |
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| Featheringill Capital |
2317 3rd Ave N Suite 101, Birmingham, AL 35203 |
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dd0*****************************@s*****.wixpress |
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| Bonaventure Capital |
820 Shades Creek Pkwy # 1200, Birmingham, AL 35209 |
|
20577xxxx1 |
ae@b*****************.net |
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| Stonehenge Capital Co LLC |
2001 Park Pl #320, Birmingham, AL 35203 |
|
22540xxxx0 |
ale*@s****************.com |
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| Roy A Nutt Jr. - Morgan Stanley |
7515 Halcyon Summit Dr # 300, Montgomery, AL 36117 |
|
33427xxxx5 |
int**********@m************.com |
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| Brookline Capital Partners |
505 20th St N Suite 615, Birmingham, AL 35203 |
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ael**********@b***********.com |
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| Vessel Ventures, LLC |
4001 Carmichael Rd #250, Montgomery, AL 36106 |
|
47922xxxx6 |
eth**@v****************.com |
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| Churchill Management Group - Birmingham |
2100 Southbridge Pkwy Suite 650, Birmingham, AL 35209 |
|
40467xxxx8 |
ach*@c******************.com |
4.64 |
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| Capital Strategies |
850 Shades Creek Pkwy #300, Birmingham, AL 35209 |
|
20526xxxx0 |
ago*******@c****************.net |
5.06 |
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| Waverly Advisors, LLC |
3815 Interstate Ct #300, Montgomery, AL 36109 |
|
86687xxxx4 |
hr@w***************.com |
5.01 |
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| Hagen Wealth Management |
8116 Old Federal Rd # C, Montgomery, AL 36117 |
|
33465xxxx6 |
chr********@l**.com |
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| John (JJ) Hughes - Private Wealth Advisor, Ameriprise Financial Services, LLC |
4121 Carmichael Rd #301, Montgomery, AL 36106 |
|
33427xxxx4 |
|
4.52 |
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| Red Street Investment Co. |
1200 Corporate Dr, Birmingham, AL 35242 |
|
20581xxxx4 |
dav*@r****.com |
4.1 |
9 |
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| Republic Finance |
520 Pinnacle Pl, Prattville, AL 36066 |
|
33428xxxx5 |
|
2.3 |
3 |
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| OneAscent |
23 Inverness Center Pkwy Suite A, Birmingham, AL 35242 |
|
20584xxxx3 |
ann***************@o********.com |
5.02 |
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| Doughty Financial Group |
406 Woodland Dr, Homewood, AL 35209 |
|
20577xxxx1 |
bil**@d***************.net |
3.02 |
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| The Warr Group - Morgan Stanley |
1470 Northbank Pkwy Ste 280, Tuscaloosa, AL 35406 |
|
20534xxxx3 |
ade***********@m************.com |
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| Richard Austin - Raymond James |
7460 Halcyon Pointe Dr Ste 101, Montgomery, AL 36117 |
|
33421xxxx0 |
aar************@r***********.com |
5.01 |
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16986 |
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| Cummings & Associates - Ameriprise Financial Services, LLC |
2501 20th Pl S #400, Birmingham, AL 35223 |
|
20596xxxx7 |
den********@a***.com |
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| Bob Bailey - Morgan Stanley |
3500 Colonnade Pkwy Suite 200, Birmingham, AL 35243 |
|
20596xxxx7 |
int**********@m************.com |
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| Double Oak Wealth Management Group - Morgan Stanley |
3500 Colonnade Pkwy Suite 200, Birmingham, AL 35243 |
|
20596xxxx0 |
ade***********@m************.com |
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| Harbor Private Equity |
1075 Peachtree St NE, Atlanta, GA 30309 |
|
40496xxxx5 |
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| Jordan Plaster - Private Wealth Advisor, Ameriprise Financial Services, LLC |
1470 Northbank Pkwy Ste 150, Tuscaloosa, AL 35406 |
|
20571xxxx2 |
dns*****@a***.com |
5 |
1 |
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| River Bank & Trust |
3111 AL-14, Millbrook, AL 36054 |
|
33428xxxx0 |
bpa****@r****************.com |
3.6 |
9 |
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15331 |
|
16000 |
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| Redmont Venture Partners |
820 Shades Creek Pkwy, Homewood, AL 35209 |
|
20594xxxx6 |
bha**@r*************.com |
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| E Jerry Windle - Private Wealth Advisor, Ameriprise Financial Services, LLC |
1400 Urban Center Dr Ste 420, Birmingham, AL 35242 |
|
20596xxxx9 |
dns*****@a***.com |
5 |
1 |
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| RFG Advisory—Hoover |
2290 Valleydale Rd #202, Birmingham, AL 35244 |
|
20579xxxx3 |
bwh***@r**********.com |
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| SYNTAX SDG HOLDINGS LLC |
6 Office Park Cir Suite 210, Birmingham, AL 35223 |
|
20529xxxx3 |
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| Jackson, Evans and Associates - Ameriprise Financial Services, LLC |
1817 Commons N Dr, Tuscaloosa, AL 35406 |
|
20534xxxx5 |
dns*****@a***.com |
5.04 |
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| Redmont Capital |
820 Shades Creek Pkwy # 1200, Birmingham, AL 35209 |
|
20594xxxx6 |
bha**@r*************.com |
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| Cook & Bynum Capital Management, LLC |
2830 Cahaba Rd, Birmingham, AL 35223 |
|
20599xxxx5 |
ama***@c***********.com |
5 |
1 |
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| SA Stone Wealth Management Inc. |
2 Perimeter Park S #500w, Birmingham, AL 35243 |
|
88840xxxx1 |
ala*******@s********.com |
2.3 |
3 |
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| Alabama Ag Credit |
420 Broad St STE A, Selma, AL 36701 |
|
33487xxxx7 |
ada**********@a**************.com |
5 |
2 |
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5 |
57 |
7089 |
16 |
7900 |
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| The Vise Group - Morgan Stanley |
3500 Colonnade Pkwy Suite 200, Birmingham, AL 35243 |
|
20596xxxx8 |
int**********@m************.com |
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| The Summit Group - Morgan Stanley |
3500 Colonnade Pkwy Suite 200, Birmingham, AL 35243 |
|
20596xxxx2 |
ade***********@m************.com |
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| McClellan Wealth Management |
800 Shades Creek Pkwy Suite 310, Birmingham, AL 35209 |
|
20520xxxx8 |
joh*@m**************.com |
5 |
2 |
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| Prime Investment Brokers |
1025 Montgomery Hwy #103, Vestavia Hills, AL 35216 |
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| Terry Simpson - Private Wealth Advisor, Ameriprise Financial Services, LLC |
1817 Commons N Dr, Tuscaloosa, AL 35406 |
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20534xxxx5 |
dns*****@a***.com |
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| Northwestern Mutual |
1901 6th Ave N Ste 2800, Birmingham, AL 35203 |
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20527xxxx0 |
5c-************@n*****************.com |
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104999 |
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| Oakworth Capital Bank |
850 Shades Creek Pkwy, Birmingham, AL 35209 |
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20526xxxx0 |
bar*****************@o*******.com |
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| SteelCrest Wealth Management Group - Morgan Stanley |
3500 Colonnade Pkwy Suite 200, Birmingham, AL 35243 |
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int**********@m************.com |
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| Elyton Capital |
402 Office Park Dr, Birmingham, AL 35223 |
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20567xxxx4 |
inf*@e********.com |
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| Piedmont Private Equity |
3475 Piedmont Rd NE Ste 1125, Atlanta, GA 30305 |
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40449xxxx0 |
inf*@p*********.com |
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| Legacy Advisory Group |
36 Manning Pl Suite 200, Birmingham, AL 35242 |
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20599xxxx7 |
aar**@l*******.com |
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| Vulcan Value Partners |
2801 US-280 #300, Birmingham, AL 35223 |
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20580xxxx2 |
aco*@v******************.com |
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| HQH Montgomery Properties Inc. |
310 Eastdale Cir, Montgomery, AL 36117 |
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33447xxxx9 |
sup****@h*****.com |
4.7 |
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| Level Four Financial |
4256 Lomac St #100, Montgomery, AL 36106 |
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33431xxxx6 |
ast***@l****************.com |
4.34 |
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| Redhawk Advisory |
1721 3rd Ave N Suite 201, Birmingham, AL 35203 |
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20553xxxx2 |
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| American Investment Council |
799 9th St NW Ste 200, Washington, DC 20001 |
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20246xxxx0 |
a-p@i****************.org |
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| Stonebridge Advisors, LLC |
1800 Providence Park STE 250, Birmingham, AL 35242 |
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20599xxxx0 |
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| CRI Capital Advisors |
7035 Halcyon Park Dr, Montgomery, AL 36117 |
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33438xxxx0 |
bra****@c*****.com |
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| E Butch Barger - Financial Advisor, Ameriprise Financial Services, LLC |
1400 Urban Center Dr Ste 420, Birmingham, AL 35242 |
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20596xxxx9 |
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4.922 |
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| Abacus Investments |
2207 2nd Ave N, Birmingham, AL 35203 |
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20566xxxx9 |
bna****@a****************.com |
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| RCM Capital Management |
109 Kay Ave, Trussville, AL 35173 |
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88872xxxx6 |
all*********@m***************.com |
5 |
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| River Bank & Trust |
7075 Halcyon Park Dr, Montgomery, AL 36117 |
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33439xxxx5 |
abo***@r****************.com |
3.9 |
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15332 |
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| Crews & Associates Inc |
606 Clay St, Montgomery, AL 36104 |
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33483xxxx8 |
aba****@c******.com |
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| META Private Wealth |
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cjo***@r**********.com |
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| The Oller Group - Morgan Stanley |
3500 Colonnade Pkwy Suite 200, Birmingham, AL 35243 |
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20596xxxx0 |
acm***********@m************.com |
5.01 |
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| Brad Baker - Morgan Stanley |
3500 Colonnade Pkwy Suite 200, Birmingham, AL 35243 |
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20596xxxx0 |
acm***********@m************.com |
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| Scott Richards - UBS Financial Services Inc. |
4001 Carmichael Rd Suite 400, Montgomery, AL 36106 |
|
20541xxxx4 |
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| Greybox Investments |
2129 1st Ave N, Birmingham, AL 35203 |
|
20570xxxx0 |
doe@g*****************.com |
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