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American Airlines Group
AAL

Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
501
Blue Bell Private Wealth Management
Pennsylvania
$7K +$7.5K +391 New
BAM
502
Byrne Asset Management
New Jersey
$7K +$7.67K +400 New
BWM
503
BerganKDV Wealth Management
Minnesota
$6K – – –
FMII
504
Farmers & Merchants Investments Inc
Nebraska
$6K – – –
IHWM
505
Iron Horse Wealth Management
Iowa
$6K – – –
PFBT
506
Parkside Financial Bank & Trust
Missouri
$6K – – –
TIM
507
Tortoise Investment Management
New York
$6K – – –
AWM
508
Atticus Wealth Management
Florida
$6K +$825 +43 +14%
HC
509
Hoese & Co
Minnesota
$6K +$5.75K +300 New
TIM
510
Tevis Investment Management
Texas
$6K +$6.14K +320 New
TF
511
TimeScale Financial
Massachusetts
$6K +$6.9K +360 New
SC
512
Stephens Consulting
Michigan
$5.1K +$5.45K +284 New
TWM
513
Tradition Wealth Management
Minnesota
$5K -$153 -8 -3%
MS
514
Mizuho Securities
Japan
$5K -$19 -1 -0.4%
BWL
515
Bogart Wealth LLC
Virginia
$5K – – –
PWMG
516
Prestige Wealth Management Group
New Jersey
$5K – – –
TH
517
TCTC Holdings
Texas
$5K – – –
TFGT
518
TS Financial Group (TSFG)
Illinois
$5K +$192 +10 +3%
CFO
519
CVA Family Office
Colorado
$5K +$384 +20 +8%
CFD
520
Creative Financial Designs
Indiana
$5K +$2.97K +155 +132%
RIM
521
Rockbridge Investment Management
New York
$4K -$1.25K -65 -23%
BBHC
522
Brown Brothers Harriman & Co
New York
$4K – – –
MFT
523
Moisand Fitzgerald Tamayo
Florida
$4K – – –
TSW
524
Thompson Siegel & Walmsley
Virginia
$4K – – –
TFM
525
TFC Financial Management
Massachusetts
$4K +$19 +1 +0.5%
19 20
21
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