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American International

Name Holding Trade Value Shares
Change
Change in
Stake
Parallel Advisors
551
Parallel Advisors
California
$94K +$3.94K +112 +5%
Quadrant Capital Group
552
Quadrant Capital Group
Ohio
$93K -$16.1K -458 -16%
O'Shaughnessy Asset Management
553
O'Shaughnessy Asset Management
Connecticut
$90K +$18.6K +529 +28%
T
554
TOBAM
France
$85K +$31.1K +884 +65%
FWM
555
Focused Wealth Management
New York
$85K +$70.5K +2,001 +866%
Bessemer Group
556
Bessemer Group
New Jersey
$84K -$30.4K -864 -28%
Compagnie Lombard Odier SCmA
557
Compagnie Lombard Odier SCmA
Switzerland
$82K – – –
Huntington National Bank
558
Huntington National Bank
Ohio
$81K -$25.6K -726 -25%
BFG
559
Baron Financial Group
New Jersey
$78.6K – – –
CFGS
560
Concourse Financial Group Securities
Alabama
$77K -$6.76K -192 -9%
ME
561
McIlrath & Eck
Washington
$76K – – –
FFG
562
Fortem Financial Group
California
$76K +$70.5K +2,000 New
Harel Insurance Investments & Financial Services
563
Harel Insurance Investments & Financial Services
Israel
$73K +$48.4K +1,373 New
RPWA
564
Regent Peak Wealth Advisors
Georgia
$73K +$67.8K +1,924 New
Sit Investment Associates
565
Sit Investment Associates
Minnesota
$72K +$67.4K +1,914 New
Penserra Capital Management
566
Penserra Capital Management
California
$69K +$14.2K +402 +28%
SC
567
Steph & Co
Wisconsin
$66K +$16K +453 +35%
TF
568
Tompkins Financial
New York
$65K -$10.6K -300 -15%
FMP
569
Financial Management Professionals
Texas
$59K +$54.5K +1,548 New
IAIM
570
International Assets Investment Management
Florida
$59K +$54.9K +1,558 New
SAM
571
S.A. Mason
Michigan
$57K – – –
IFP Advisors
572
IFP Advisors
Florida
$56K +$15.5K +439 +44%
ZB
573
Zions Bancorporation
Utah
$55K -$39.5K -1,120 -43%
HFA
574
Hoover Financial Advisors
Pennsylvania
$53K +$45.1K +1,279 New
AssetMark Inc
575
AssetMark Inc
California
$49K -$35 -1 -0.1%