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American International

Name Holding Trade Value Shares
Change
Change in
Stake
MPPW
526
Mitchell & Pahl Private Wealth
Oklahoma
$545K -$23.2K -389 -4%
CC
527
Cipher Capital
New York
$542K +$534K +8,944 New
AG
528
Ascent Group
Virginia
$541K +$11.3K +189 +2%
Mather Group
529
Mather Group
Illinois
$540K -$16.3K -273 -3%
Laird Norton Wetherby Wealth Management
530
Laird Norton Wetherby Wealth Management
California
$535K +$4.54K +76 +0.9%
MMG
531
Monetary Management Group
Missouri
$518K – – –
BOK Financial
532
BOK Financial
Oklahoma
$517K +$298K +4,988 +145%
TPW
533
Transatlantique Private Wealth
New York
$515K -$1.37K -23 -0.3%
Hillsdale Investment Management
534
Hillsdale Investment Management
Ontario, Canada
$513K +$59.7K +1,000 +13%
MYAM
535
Meiji Yasuda Asset Management
Japan
$513K +$63.3K +1,060 +14%
FFS
536
Founders Financial Securities
Maryland
$505K -$26.1K -437 -5%
Steward Partners Investment Advisory
537
Steward Partners Investment Advisory
New York
$500K +$10.6K +177 +2%
Ameritas Investment Partners
538
Ameritas Investment Partners
Nebraska
$498K -$22K -368 -4%
HFM
539
Hartford Funds Management
Pennsylvania
$492K +$43.9K +735 +10%
Epoch Investment Partners
540
Epoch Investment Partners
New York
$489K -$135K -2,254 -22%
Profund Advisors
541
Profund Advisors
Maryland
$489K -$21.9K -366 -4%
Coldstream Capital Management
542
Coldstream Capital Management
Washington
$488K -$10.9K -183 -2%
Geneos Wealth Management
543
Geneos Wealth Management
Colorado
$485K -$11.8K -198 -2%
JHCP
544
Jackson Hole Capital Partners
Oklahoma
$479K – – –
Duff & Phelps Investment Management
545
Duff & Phelps Investment Management
Illinois
$477K -$35.5K -595 -7%
SFI
546
Siemens Fonds Invest
Germany
$477K +$48.5K +813 +12%
CI
547
Cigna Investments
Connecticut
$476K -$72.4K -1,212 -13%
GL
548
Graypoint LLC
New York
$470K +$11.4K +191 +3%
Cullen/Frost Bankers
549
Cullen/Frost Bankers
Texas
$470K -$52.5K -879 -10%
GA
550
Geller Advisors
New York
$470K -$12.3K -206 -3%