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American International

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
601
Global Retirement Partners
California
$617K +$19.9K +260 +3%
SPIA
602
Steward Partners Investment Advisory
New York
$613K -$4.82K -63 -0.8%
CFB
603
Cullen/Frost Bankers
Texas
$610K +$36.4K +476 +6%
TW
604
Trajan Wealth
Arizona
$610K -$126K -1,650 -17%
MIM
605
Meixler Investment Management
Arizona
$602K -$5.89K -77 -0.9%
CCG
606
Ceeto Capital Group
Florida
$594K
BF
607
BOK Financial
Oklahoma
$589K -$22.6K -296 -4%
EI
608
Ellevest Inc
New York
$583K +$12.1K +158 +2%
SC
609
Syon Capital
California
$568K +$23.7K +310 +4%
PA
610
Pinnacle Associates
New York
$566K -$1.07K -14 -0.2%
SM
611
Southport Management
Wyoming
$557K -$573K -7,500 -50%
JF
612
Jump Financial
Illinois
$557K -$276K -3,607 -32%
WJWM
613
Williams Jones Wealth Management
New York
$555K
BTWM
614
Baker Tilly Wealth Management
Wisconsin
$554K -$475K -6,217 -45%
GA
615
Geller Advisors
New York
$550K -$9.71K -127 -2%
P
616
&Partners
Tennessee
$543K +$559K +7,315 New
PAM
617
Panagora Asset Management
Massachusetts
$539K -$292K -3,821 -34%
CC
618
Courier Capital
New York
$539K
TPW
619
Transatlantique Private Wealth
New York
$538K -$535 -7 -0.1%
VanEck Associates
620
VanEck Associates
New York
$535K -$121K -1,580 -18%
ASN
621
Advisory Services Network
Georgia
$534K +$9.63K +126 +2%
OTPPB
622
Ontario Teachers' Pension Plan Board
Ontario, Canada
$532K -$828K -10,829 -60%
BIC
623
Beach Investment Counsel
Pennsylvania
$530K
AIC
624
Argus Investors Counsel
New York
$530K +$545K +7,135 New
QWP
625
Quotient Wealth Partners
Texas
$527K +$51.8K +678 +11%