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| Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 08/14/2023 | DEER MANAGEMENT CO. LLC | 709,363 | $1.43 M | 0.00% | 2.85% |
| 08/10/2023 | US BANCORP \DE\ | 0 | $0 | -100.00% | 0.00% |
| 08/14/2023 | BANK OF AMERICA CORP /DE/ | 0 | $0 | -100.00% | 0.00% |
| 08/15/2023 | WELLS FARGO & COMPANY/MN | 0 | $0 | -100.00% | 0.00% |
| 08/11/2023 | NORTHERN TRUST CORP | 0 | $0 | -100.00% | 0.00% |
| 08/14/2023 | STATE STREET CORP | 0 | $0 | -100.00% | 0.00% |
| 08/14/2023 | VANGUARD GROUP INC | 0 | $0 | -100.00% | 0.00% |
| 08/11/2023 | FMR LLC | 0 | $0 | -100.00% | 0.00% |
| 07/13/2023 | CITY HOLDING CO | 0 | $0 | -100.00% | 0.00% |
| 08/11/2023 | CREDIT SUISSE AG/ | 0 | $0 | -100.00% | 0.00% |
| 08/10/2023 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0 | $0 | -100.00% | 0.00% |
| 05/14/2024 | GOLDMAN SACHS GROUP INC | 0 | $0 | -100.00% | 0.00% |
| 08/14/2023 | MORGAN STANLEY | 0 | $0 | -100.00% | 0.00% |
| 08/09/2023 | GROUP ONE TRADING, L.P. | 0 | $0 | -100.00% | 0.00% |
| 08/14/2023 | ROYAL BANK OF CANADA | 0 | $0 | -100.00% | 0.00% |
| 07/20/2023 | BOURGEON CAPITAL MANAGEMENT LLC | 0 | $0 | -100.00% | 0.00% |
| 07/12/2023 | COUNTRY TRUST BANK | 0 | $0 | -100.00% | 0.00% |
| 08/11/2023 | GEODE CAPITAL MANAGEMENT, LLC | 0 | $0 | -100.00% | 0.00% |
| 08/14/2023 | MILLENNIUM MANAGEMENT LLC | 0 | $0 | -100.00% | 0.00% |
| 08/11/2023 | BLACKROCK INC. | 0 | $0 | -100.00% | 0.00% |
| 08/03/2023 | BANK OF NEW YORK MELLON CORP | 0 | $0 | -100.00% | 0.00% |
| 08/14/2023 | CITADEL ADVISORS LLC | 0 | $0 | -100.00% | 0.00% |
| 08/09/2023 | ADVISORSHARES INVESTMENTS LLC | 0 | $0 | -100.00% | 0.00% |
| 08/14/2023 | ANCORA ADVISORS, LLC | 0 | $0 | -100.00% | 0.00% |
| 08/11/2023 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | $0 | -100.00% | 0.00% |
| 07/25/2023 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0 | $0 | -100.00% | 0.00% |
| 07/17/2023 | DONALDSON CAPITAL MANAGEMENT, LLC | 0 | $0 | -100.00% | 0.00% |
| 08/14/2023 | TOWER RESEARCH CAPITAL LLC (TRC) | 0 | $0 | -100.00% | 0.00% |
| 08/10/2023 | CETERA ADVISORS LLC | 0 | $0 | -100.00% | 0.00% |
| 08/14/2023 | W.G. SHAHEEN & ASSOCIATES DBA WHITNEY & CO | 0 | $0 | -100.00% | 0.00% |
| 07/21/2023 | PRIVATE OCEAN, LLC | 0 | $0 | -100.00% | 0.00% |
| 08/11/2023 | UBS GROUP AG | 0 | $0 | -100.00% | 0.00% |
| 07/10/2023 | FRAGASSO GROUP INC. | 0 | $0 | -100.00% | 0.00% |
| 08/21/2023 | ADVISOR GROUP HOLDINGS, INC. | 0 | $0 | -100.00% | 0.00% |
| 08/10/2023 | PERSONAL CFO SOLUTIONS, LLC | 0 | $0 | -100.00% | 0.00% |
| 07/10/2023 | AE WEALTH MANAGEMENT LLC | 0 | $0 | -100.00% | 0.00% |
| 08/11/2023 | BRYN MAWR CAPITAL MANAGEMENT, LLC | 0 | $0 | -100.00% | 0.00% |
| 07/14/2023 | VALEO FINANCIAL ADVISORS, LLC | 0 | $0 | -100.00% | 0.00% |
| 07/14/2023 | SEACREST WEALTH MANAGEMENT, LLC | 0 | $0 | -100.00% | 0.00% |
| 08/16/2023 | CREATIVEONE WEALTH, LLC | 0 | $0 | -100.00% | 0.00% |
| 07/05/2023 | KOZAK & ASSOCIATES, INC. | 0 | $0 | -100.00% | 0.00% |
| 08/10/2023 | CASSADY SCHILLER WEALTH MANAGEMENT, LLC | 0 | $0 | -100.00% | 0.00% |
| 08/08/2023 | VANTAGE FINANCIAL PARTNERS, LLC | 0 | $0 | -100.00% | 0.00% |
| 07/19/2023 | FINDEC WEALTH SERVICES, INC. | 0 | $0 | -100.00% | 0.00% |
A. During the previous two years, 4 institutional investors and hedge funds held shares of Alpine 4 Holdings, Inc.. The most heavily invested institutionals were:
Claraphi Advisory Network, LLC: 0
American Portfolios Advisors: 14,072
CYPRESS CAPITAL MANAGEMENT LLC: 13,000
Covington Capital Management: 3,475
A. 2.85% of Alpine 4 Holdings, Inc. stock is owned by institutional investors.
A. Institutional investors have bought a total of 30,547 shares in the last 24 months. This purchase volume represents approximately $12,830 in transactions.
