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American International

Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
551
KeyBank National Association
Ohio
$774K +$16.7K +209 +2%
SAM
552
Smartleaf Asset Management
Massachusetts
$770K +$80.1K +1,001 +13%
CAM
553
Cidel Asset Management
Ontario, Canada
$766K +$19.7K +246 +3%
I
554
INVST
Indiana
$746K -$25.6K -320 -4%
SFS
555
Sowell Financial Services
Arkansas
$744K -$2.48K -31 -0.4%
CWA
556
CM Wealth Advisors
Ohio
$743K +$695K +8,689 New
PFS
557
Prospera Financial Services
Texas
$742K -$1.36K -17 -0.2%
MMG
558
Monetary Management Group
Missouri
$731K
SI
559
Stephens Inc
Arkansas
$728K -$222K -2,778 -25%
SAG
560
SageView Advisory Group
California
$723K -$77.1K -964 -10%
AAP
561
Arax Advisory Partners
Colorado
$723K -$2.82M -35,287 -81%
TG
562
TCW Group
California
$722K +$675K +8,439 New
CFG
563
Citizens Financial Group
Rhode Island
$717K -$79.8K -997 -11%
WC
564
Westerkirk Capital
$709K -$137K -1,718 -17%
OWA
565
Opal Wealth Advisors
New York
$706K +$2.8K +35 +0.4%
CRI
566
Colonial River Investments
Virginia
$703K +$80.3K +1,003 +14%
PI
567
PineBridge Investments
New York
$698K +$390K +4,869 +148%
MMA
568
Miracle Mile Advisors
California
$692K -$1.2K -15 -0.2%
CIC
569
Cornercap Investment Counsel
Georgia
$692K -$8.64K -108 -1%
SFI
570
Siemens Fonds Invest
Germany
$681K -$24.4K -305 -4%
MIM
571
Meixler Investment Management
Arizona
$676K -$54.7K -683 -8%
TI
572
Tidal Investments
Wisconsin
$674K +$15.6K +195 +3%
GWM
573
Gibbs Wealth Management
Georgia
$671K -$36.8K -460 -5%
TVPW
574
Third View Private Wealth
Connecticut
$665K +$622K +7,771 New
SMA
575
Sage Mountain Advisors
Georgia
$661K +$38.1K +476 +7%