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American International

Name Holding Trade Value Shares
Change
Change in
Stake
CFO
401
Collective Family Office
Pennsylvania
$637K +$65.3K +1,510 +12%
QI
402
QS Investors
New York
$628K -$3.41K -79 -0.6%
S
403
Seeyond
France
$625K +$12.3K +284 +2%
SFI
404
Siemens Fonds Invest
Germany
$622K +$12.1K +281 +2%
IFWM
405
Institute for Wealth Management
Colorado
$620K -$3.89K -90 -0.7%
BAM
406
Blueshift Asset Management
New Jersey
$616K +$38.5K +892 +7%
Eagle Capital Management (New York)
407
Eagle Capital Management (New York)
New York
$610K
PA
408
Profund Advisors
Maryland
$610K +$110K +2,551 +24%
ONB
409
Old National Bancorp
Indiana
$607K -$392K -9,065 -41%
MPPW
410
Mitchell & Pahl Private Wealth
Oklahoma
$607K -$13.1K -302 -2%
PCM
411
Prelude Capital Management
New York
$605K +$566K +13,092 New
ST
412
Somerset Trust
Pennsylvania
$594K +$2.81K +65 +0.5%
BC
413
Bridgefront Capital
Texas
$590K +$259K +5,990 +88%
WT
414
Whittier Trust
California
$579K -$86K -1,989 -14%
BTWM
415
Baker Tilly Wealth Management
Wisconsin
$579K +$541K +12,523 New
AF
416
Allworth Financial
California
$578K +$533K +12,331 +6,967%
CL
417
CPWM LLC
Washington
$565K +$2.29K +53 +0.4%
SP
418
Symmetry Partners
Connecticut
$563K -$11.4K -264 -2%
CAM
419
Cresset Asset Management
Illinois
$561K +$240K +5,551 +84%
AIP
420
Ameritas Investment Partners
Nebraska
$553K -$24.5K -567 -5%
BIC
421
Beach Investment Counsel
Pennsylvania
$552K
FA
422
FDx Advisors
Illinois
$539K +$136K +3,146 +37%
CI
423
Conning Inc
Connecticut
$524K -$13K -300 -3%
YWP
424
YorkBridge Wealth Partners
New York
$510K +$161K +3,732 +51%
Vanguard Personalized Indexing Management
425
Vanguard Personalized Indexing Management
California
$506K +$191K +4,422 +68%