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American International

Name Holding Trade Value Shares
Change
Change in
Stake
PCP
526
Proficio Capital Partners
Massachusetts
$490K +$3.83K +73 +0.7%
Laird Norton Wetherby Wealth Management
527
Laird Norton Wetherby Wealth Management
California
$484K +$39.6K +754 +8%
FM
528
Foster & Motley
Ohio
$482K +$305K +5,800 +134%
DC
529
Diametric Capital
Massachusetts
$474K +$525K +9,993 New
MIAS
530
Mason Investment Advisory Services
Virginia
$473K +$13.5K +257 +3%
MMPW
531
Mitchell McLeod Pugh & Williams
Alabama
$472K -$16.8K -319 -3%
Simplicity Solutions
532
Simplicity Solutions
Minnesota
$466K +$31.1K +592 +6%
TAM
533
Trust Asset Management
Texas
$460K +$18.6K +355 +4%
EMG
534
ETF Managers Group
New Jersey
$458K +$507K +9,650 New
Cresset Asset Management
535
Cresset Asset Management
Illinois
$450K +$120K +2,275 +32%
CI
536
Cigna Investments
Connecticut
$448K -$45.9K -873 -8%
Ameritas Investment Partners
537
Ameritas Investment Partners
Nebraska
$444K -$29.2K -555 -6%
Brookstone Capital Management
538
Brookstone Capital Management
Illinois
$443K -$169K -3,215 -26%
Hillsdale Investment Management
539
Hillsdale Investment Management
Ontario, Canada
$443K +$491K +9,340 New
SP
540
Symmetry Partners
Connecticut
$441K +$39.3K +749 +9%
RIM
541
Regent Investment Management
Kentucky
$438K -$5.25K -100 -1%
Veritable
542
Veritable
Delaware
$435K -$279K -5,315 -37%
Orion Portfolio Solutions
543
Orion Portfolio Solutions
Nebraska
$433K -$8.98K -171 -2%
Cullen/Frost Bankers
544
Cullen/Frost Bankers
Texas
$429K -$14.6K -278 -3%
PCMN
545
Paradigm Capital Management (Nevada)
Nevada
$427K – – –
RCAG
546
Rehmann Capital Advisory Group
Michigan
$423K +$56.2K +1,070 +14%
FIBT
547
First International Bank & Trust
North Dakota
$422K +$155K +2,946 +50%
Lido Advisors
548
Lido Advisors
California
$419K +$12.4K +237 +3%
Boothbay Fund Management
549
Boothbay Fund Management
New York
$419K +$119K +2,260 +34%
Global Retirement Partners
550
Global Retirement Partners
California
$419K +$148K +2,810 +62%