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American International

Name Holding Trade Value Shares
Change
Change in
Stake
SIG
451
Stonegate Investment Group
Alabama
$831K +$319K +5,494 +51%
IPW
452
Inlet Private Wealth
Florida
$828K -$116K -2,000 -11%
IFWM
453
Institute for Wealth Management
Colorado
$826K +$70.8K +1,219 +8%
FA
454
FDx Advisors
Illinois
$820K +$931K +16,036 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
455
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$818K -$1.81M -31,182 -66%
SLI
456
Sumitomo Life Insurance
Japan
$807K +$19.3K +332 +2%
FTDI
457
First Trust Direct Indexing
Massachusetts
$795K +$102K +1,758 +13%
CS
458
Comerica Securities
Michigan
$793K +$46.4K +798 +5%
FCA
459
FinTrust Capital Advisors
South Carolina
$793K +$55K +947 +7%
EOJOAM
460
E. Ohman J:or Asset Management
Sweden
$767K +$871K +15,000 New
FCM
461
FJ Capital Management
Virginia
$762K +$871K +15,000 New
LWAC
462
Laurel Wealth Advisors (California)
California
$750K -$52.7K -907 -6%
V
463
Veritable
Delaware
$741K -$36.8K -634 -4%
GAM
464
Gotham Asset Management
New York
$731K +$65.6K +1,130 +9%
WFC
465
Western Financial Corp
California
$731K +$830K +14,290 New
VanEck Associates
466
VanEck Associates
New York
$727K +$445K +7,660 +117%
GI
467
GAMCO Investors
Connecticut
$716K -$23.2K -400 -3%
PFM
468
Privium Fund Management
Netherlands
$703K -$93.6K -1,612 -11%
VIM
469
VELA Investment Management
Ohio
$703K
FDCDDQ
470
Federation des caisses Desjardins du Quebec
Quebec, Canada
$703K +$348K +5,992 +77%
MCM
471
Murphy Capital Management
New Jersey
$702K -$23.2K -400 -3%
CCP
472
Corient Capital Partners
California
$700K +$56.2K +967 +8%
KPWS
473
Kestra Private Wealth Services
Texas
$694K -$155K -2,670 -16%
MYLI
474
Meiji Yasuda Life Insurance
Japan
$684K +$232K +3,991 +42%
FFM
475
Forum Financial Management
Illinois
$682K +$56.9K +979 +8%