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American International

Name Holding Trade Value Shares
Change
Change in
Stake
Global Retirement Partners
551
Global Retirement Partners
California
$469K +$17.6K +295 +4%
Williams Jones Wealth Management
552
Williams Jones Wealth Management
New York
$464K -$11.9K -200 -3%
ESCM
553
Echo Street Capital Management
New York
$458K +$68.2K +1,143 +18%
CC
554
Courier Capital
New York
$457K -$5.97K -100 -1%
Empowered Funds
555
Empowered Funds
Pennsylvania
$456K +$61.1K +1,024 +16%
Whittier Trust
556
Whittier Trust
California
$454K -$9.37K -157 -2%
NEOS Investment Management
557
NEOS Investment Management
Connecticut
$453K +$447K +7,480 New
Harvest Fund Management
558
Harvest Fund Management
China
$445K +$169K +2,826 +63%
DI
559
Diligent Investors
California
$445K -$5.97K -100 -1%
SWM
560
Silverlake Wealth Management
Vermont
$443K – – –
Calamos Wealth Management
561
Calamos Wealth Management
Illinois
$443K -$18.3K -307 -4%
BAM
562
Blueshift Asset Management
New Jersey
$443K +$436K +7,303 New
AGWCA
563
Annis Gardner Whiting Capital Advisors
Florida
$441K +$435K +7,282 New
EP
564
Edgestream Partners
New Jersey
$441K +$435K +7,278 New
Dynamic Advisor Solutions
565
Dynamic Advisor Solutions
Arizona
$438K +$218K +3,653 +102%
TCM
566
Twin Capital Management
Pennsylvania
$433K -$38.3K -641 -8%
MNBTD
567
Moody National Bank Trust Division
Texas
$432K -$23.7K -397 -5%
Stock Yards Bank & Trust
568
Stock Yards Bank & Trust
Kentucky
$429K -$10.4K -175 -2%
Bartlett & Co Wealth Management
569
Bartlett & Co Wealth Management
Ohio
$424K – – –
HA
570
Harbor Advisors
Florida
$424K – – –
Bartlett & Co
571
Bartlett & Co
Ohio
$424K – – –
BCM
572
Bayesian Capital Management
New York
$423K +$417K +6,981 New
ST
573
Somerset Trust
Pennsylvania
$420K -$7.82K -131 -2%
TIAA Trust, National Association
574
TIAA Trust, National Association
North Carolina
$419K +$413K +6,919 New
Advisory Services Network
575
Advisory Services Network
Georgia
$418K +$6.93K +116 +2%