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American International

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
601
Barrett Asset Management
New York
$126K
Acadian Asset Management
602
Acadian Asset Management
Massachusetts
$126K +$100K +2,027 +319%
QCG
603
Quadrant Capital Group
Ohio
$123K +$2.52K +51 +2%
WB
604
Webster Bank
Connecticut
$121K -$27.4K -555 -18%
SWA
605
Sutton Wealth Advisors
Florida
$120K
HWMA
606
Heritage Wealth Management (Arizona)
Arizona
$114K -$178K -3,594 -60%
SC
607
Steph & Co
Wisconsin
$109K +$6.48K +131 +6%
FWM
608
Focused Wealth Management
New York
$106K +$49 +1 +0%
JEST
609
JTC Employer Solutions Trustee
Jersey
$105K +$109K +2,200 New
CLOS
610
Compagnie Lombard Odier SCmA
Switzerland
$104K +$1.48K +30 +1%
CFGS
611
Concourse Financial Group Securities
Alabama
$103K -$5.19K -105 -5%
CWP
612
Concord Wealth Partners
Virginia
$100K -$24.2K -490 -19%
BFG
613
Baron Financial Group
New Jersey
$98.8K
ME
614
McIlrath & Eck
Washington
$96K
PWM
615
Prentice Wealth Management
New York
$93K +$96.7K +1,955 New
SIA
616
Sit Investment Associates
Minnesota
$91K
CP
617
Castleview Partners
Texas
$90K +$93.2K +1,884 New
VanEck Associates
618
VanEck Associates
New York
$86K +$55.4K +1,121 +164%
WTC
619
WhitTier Trust Company
Nevada
$83K -$6.38K -129 -7%
PFGIA
620
Patriot Financial Group Insurance Agency
Massachusetts
$83K +$28.5K +576 +49%
SWM
621
Spire Wealth Management
Virginia
$79K -$218K -4,411 -73%
FMP
622
Financial Management Professionals
Texas
$78K +$198 +4 +0.2%
CI
623
CX Institutional
Indiana
$75K +$10.4K +211 +15%
WT
624
Washington Trust
Rhode Island
$74K -$11.8K -239 -13%
HNB
625
Huntington National Bank
Ohio
$74K -$9.89K -200 -11%