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American International

Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
526
Kestra Private Wealth Services
Texas
$831K +$11.2K +146 +1%
CAM
527
Cidel Asset Management
Ontario, Canada
$831K +$159K +2,080 +23%
Luther King Capital Management (LKCM)
528
Luther King Capital Management (LKCM)
Texas
$823K -$30.1K -393 -3%
CIA
529
Concurrent Investment Advisors
Florida
$821K -$357K -4,663 -30%
BCM
530
Bayesian Capital Management
New York
$820K +$834K +10,897 New
CTA
531
Chesley Taft & Associates
Illinois
$811K +$30.3K +396 +4%
CCA
532
Corps Capital Advisors
Texas
$784K +$244K +3,185 +44%
AU
533
AlphaGrep UK
$781K +$794K +10,376 New
MOS
534
MGO One Seven
Ohio
$779K -$96.2K -1,257 -11%
BCV
535
Banque Cantonale Vaudoise
Switzerland
$779K +$500K +6,540 +172%
AFG
536
Atomi Financial Group
New York
$774K -$60.6K -792 -7%
DWM
537
Diversify Wealth Management
Utah
$768K +$298K +3,889 +60%
MG
538
Mather Group
Illinois
$752K -$98.5K -1,287 -11%
GI
539
GAMCO Investors
Connecticut
$751K +$5.43K +71 +0.7%
LCM
540
Landscape Capital Management
New Jersey
$750K +$763K +9,972 New
DCM
541
DGS Capital Management
New Jersey
$750K +$763K +9,969 New
CB
542
Centennial Bank
Arkansas
$745K -$13.3K -174 -2%
SAM
543
Smartleaf Asset Management
Massachusetts
$736K +$76.2K +996 +11%
4WM
544
44 Wealth Management
Oregon
$731K +$8.34K +109 +1%
EFMC
545
Empire Financial Management Company
New York
$731K
NWAG
546
Net Worth Advisory Group
Utah
$726K -$16.8K -219 -2%
SLI
547
Sumitomo Life Insurance
Japan
$725K +$19.7K +257 +3%
EWA
548
EP Wealth Advisors
California
$723K -$12.9K -169 -2%
FC
549
Farringdon Capital
United Kingdom
$720K +$319K +4,175 +77%
TFS
550
Thoroughbred Financial Services
Tennessee
$705K