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American International

Name Holding Trade Value Shares
Change
Change in
Stake
MMG
551
Monetary Management Group
Missouri
$540K
DPIM
552
Duff & Phelps Investment Management
Illinois
$535K
DI
553
DFPG Investments
Utah
$535K +$490K +8,427 New
SG
554
Stonnington Group
California
$533K +$145K +2,500 +42%
AAM
555
Advisors Asset Management
Colorado
$532K +$55.8K +959 +13%
PFM
556
Privium Fund Management
Netherlands
$527K -$158K -2,716 -25%
CC
557
Courier Capital
New York
$527K
ST
558
Somerset Trust
Pennsylvania
$526K -$640 -11 -0.1%
WT
559
Whittier Trust
California
$521K -$9.95K -171 -2%
Carson Wealth (CWM LLC)
560
Carson Wealth (CWM LLC)
Nebraska
$520K +$54K +928 +13%
CCM
561
Coldstream Capital Management
Washington
$518K +$476K +8,184 New
FMAEN1
562
Fund Management at Engine No 1
California
$517K +$50.4K +866 +12%
ECM
563
ExodusPoint Capital Management
New York
$517K -$13.8M -237,871 -97%
MG
564
Mather Group
Illinois
$517K +$39.7K +682 +9%
WS
565
Wedbush Securities
California
$512K -$1.22K -21 -0.3%
CFB
566
Cullen/Frost Bankers
Texas
$510K -$56.8K -976 -11%
SWM
567
Silverlake Wealth Management
Vermont
$505K +$465K +7,987 New
VanEck Associates
568
VanEck Associates
New York
$502K +$23.9K +411 +5%
HIM
569
Hillsdale Investment Management
Ontario, Canada
$496K -$87.3K -1,500 -16%
WJWM
570
Williams Jones Wealth Management
New York
$489K -$58 -1 -0%
GRP
571
Global Retirement Partners
California
$488K +$20.7K +355 +5%
MIAS
572
Mason Investment Advisory Services
Virginia
$486K -$133K -2,283 -23%
CWM
573
Calamos Wealth Management
Illinois
$483K -$18.6K -320 -4%
S
574
SignatureFD
Georgia
$477K -$19.4K -333 -4%
SPIA
575
Steward Partners Investment Advisory
New York
$477K -$38.8K -666 -8%