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American International

Name Holding Trade Value Shares
Change
Change in
Stake
AFM
426
Abbot Financial Management
Massachusetts
$996K +$25.2K +434 +2%
CWM
427
Chemistry Wealth Management
New York
$982K -$9.29K -160 -0.8%
NLP
428
Next Level Private
New York
$982K +$1.12M +19,204 New
GFA
429
Gifford Fong Associates
California
$977K
SI
430
Stephens Inc
Arkansas
$941K -$36.4K -626 -3%
BPA
431
Beacon Pointe Advisors
California
$935K -$215K -3,703 -17%
NAM
432
NorthCrest Asset Manangement
Minnesota
$934K +$1.86K +32 +0.2%
AWS
433
AJ Wealth Strategies
New York
$926K +$1.05M +18,105 New
MA
434
Montag & Associates
Georgia
$921K
PFO
435
Pathstone Family Office
New Jersey
$914K +$482K +8,303 +87%
GLA
436
Great Lakes Advisors
Illinois
$907K -$17.9K -308 -2%
TC
437
Telemus Capital
Michigan
$906K -$47.2K -812 -4%
GIA
438
Gladstone Institutional Advisory
Florida
$905K -$547K -9,421 -35%
CT
439
Coastline Trust
Rhode Island
$903K
CSPIA
440
Cary Street Partners Investment Advisory
Virginia
$895K -$14.6K -251 -1%
CB
441
Commerce Bank
Missouri
$891K -$21.3K -367 -2%
EF
442
Empirical Finance
Pennsylvania
$882K +$51.8K +892 +5%
UIA
443
UBP Investment Advisors
Switzerland
$880K +$997K +17,172 New
PCM
444
Prelude Capital Management
New York
$876K +$995K +17,132 New
4WM
445
44 Wealth Management
Oregon
$871K -$85.3K -1,468 -8%
GCM
446
Graham Capital Management
Connecticut
$861K +$224K +3,854 +30%
SCA
447
Snowden Capital Advisors
New York
$854K +$26.4K +455 +3%
BPM
448
Bowling Portfolio Management
Ohio
$853K +$969K +16,685 New
SAM
449
Seelaus Asset Management
New Jersey
$843K -$642K -11,050 -40%
GCP
450
GSA Capital Partners
United Kingdom
$840K +$409K +7,037 +75%