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American International

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
601
Toth Financial Advisory
Virginia
$140K +$124K +2,500 +556%
IRC
602
Investors Research Corp
Georgia
$134K – – –
PCM
603
Penserra Capital Management
California
$134K +$31.2K +630 +29%
PA
604
Parallel Advisors
California
$126K -$6.18K -125 -5%
BAM
605
Barrett Asset Management
New York
$126K – – –
Acadian Asset Management
606
Acadian Asset Management
Massachusetts
$126K +$100K +2,027 +319%
QCG
607
Quadrant Capital Group
Ohio
$123K +$2.52K +51 +2%
WB
608
Webster Bank
Connecticut
$121K -$27.4K -555 -18%
SWA
609
Sutton Wealth Advisors
Florida
$120K – – –
HWMA
610
Heritage Wealth Management (Arizona)
Arizona
$114K -$178K -3,594 -60%
SC
611
Steph & Co
Wisconsin
$109K +$6.48K +131 +6%
FWM
612
Focused Wealth Management
New York
$106K +$49 +1 +0%
JEST
613
JTC Employer Solutions Trustee
Jersey
$105K +$109K +2,200 New
CLOS
614
Compagnie Lombard Odier SCmA
Switzerland
$104K +$1.48K +30 +1%
CFGS
615
Concourse Financial Group Securities
Alabama
$103K -$5.19K -105 -5%
CWP
616
Concord Wealth Partners
Virginia
$100K -$24.2K -490 -19%
BFG
617
Baron Financial Group
New Jersey
$98.8K – – –
ME
618
McIlrath & Eck
Washington
$96K – – –
PWM
619
Prentice Wealth Management
New York
$93K +$96.7K +1,955 New
SIA
620
Sit Investment Associates
Minnesota
$91K – – –
CP
621
Castleview Partners
Texas
$90K +$93.2K +1,884 New
VanEck Associates
622
VanEck Associates
New York
$86K +$55.4K +1,121 +164%
WTC
623
WhitTier Trust Company
Nevada
$83K -$6.38K -129 -7%
PFGIA
624
Patriot Financial Group Insurance Agency
Massachusetts
$83K +$28.5K +576 +49%
SWM
625
Spire Wealth Management
Virginia
$79K -$218K -4,411 -73%