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American International

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
601
Parsons Capital Management
Rhode Island
$203K +$191K +3,698 New
BG
602
Bollard Group
Massachusetts
$200K +$1.08K +21 +0.6%
SC
603
Steph & Co
Wisconsin
$196K +$65.8K +1,277 +56%
VanEck Associates
604
VanEck Associates
New York
$194K +$88.9K +1,725 +96%
MA
605
MCF Advisors
Kentucky
$184K +$16.7K +325 +11%
PCM
606
Penserra Capital Management
California
$171K +$15.8K +307 +11%
EWM
607
Endurance Wealth Management
Rhode Island
$165K – – –
BCA
608
Berman Capital Advisors
Georgia
$162K +$95.3K +1,850 +166%
FBT
609
First Bank & Trust
South Dakota
$155K -$7.99K -155 -5%
IRC
610
Investors Research Corp
Georgia
$155K +$464 +9 +0.3%
WB
611
Webster Bank
Connecticut
$152K +$12.1K +234 +9%
CWC
612
Carolinas Wealth Consulting
North Carolina
$150K -$187K -3,637 -57%
PA
613
Parallel Advisors
California
$150K +$4.64K +90 +3%
BAM
614
Barrett Asset Management
New York
$145K – – –
QCG
615
Quadrant Capital Group
Ohio
$145K +$3.14K +61 +2%
SWA
616
Sutton Wealth Advisors
Florida
$139K +$464 +9 +0.4%
BAM
617
Belpointe Asset Management
Nevada
$131K -$38.2K -742 -24%
PFGIA
618
Patriot Financial Group Insurance Agency
Massachusetts
$130K +$31.6K +614 +35%
CFGS
619
Concourse Financial Group Securities
Alabama
$127K +$7.37K +143 +7%
FWM
620
Focused Wealth Management
New York
$126K +$2.94K +57 +3%
APA
621
American Portfolios Advisors
New York
$124K -$45.6K -885 -28%
TFA
622
Toth Financial Advisory
Virginia
$124K -$36.1K -700 -24%
CLOS
623
Compagnie Lombard Odier SCmA
Switzerland
$120K – – –
SWM
624
Selective Wealth Management
Virginia
$115K +$103K +2,000 +2,000%
UAML
625
US Asset Management LLC
Pennsylvania
$115K +$108K +2,095 New