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American International

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
601
Perigon Wealth Management
California
$490K +$76.6K +1,019 +18%
AWM
602
Axxcess Wealth Management
California
$488K -$73.5K -978 -13%
QL
603
Quarry LP
New York
$487K +$371K +4,940 +282%
CTA
604
Chesley Taft & Associates
Illinois
$485K
VanEck Associates
605
VanEck Associates
New York
$484K -$74.6K -992 -13%
AI
606
AdvisorShares Investments
Maryland
$484K +$37.6K +500 +8%
GAM
607
Generali Asset Management
Italy
$478K +$494K +6,571 New
GRP
608
Global Retirement Partners
California
$477K -$97.8K -1,301 -17%
EGM
609
Engineers Gate Manager
New York
$475K -$17.8M -236,179 -97%
BRWA
610
B. Riley Wealth Advisors
Florida
$475K -$11.1K -148 -2%
CI
611
Cigna Investments
Connecticut
$469K -$19.9K -265 -4%
PCS
612
Personal CFO Solutions
New Jersey
$467K +$39.4K +524 +9%
ONB
613
Old National Bancorp
Indiana
$465K +$36.1K +480 +8%
SYBT
614
Stock Yards Bank & Trust
Kentucky
$464K
KA
615
Kintegral Advisory
New York
$464K -$22.3K -297 -4%
AIC
616
Argus Investors Counsel
New York
$460K -$33.8K -450 -7%
GS
617
GTS Securities
Florida
$460K -$3.33M -44,258 -88%
S
618
SignatureFD
Georgia
$460K +$23.2K +308 +5%
EWA
619
EP Wealth Advisors
California
$458K -$66.5K -885 -12%
AIA
620
Angeles Investment Advisors
California
$456K +$4.13K +55 +0.9%
AWS
621
Atria Wealth Solutions
New York
$456K -$56.7K -754 -11%
BFWA
622
Benchmark Financial Wealth Advisors
Florida
$456K -$223K -2,966 -32%
PTC
623
Petrus Trust Company
Texas
$453K -$38K -505 -8%
FBT
624
First Bank & Trust
South Dakota
$453K -$28.4K -378 -6%
SWM
625
Silverlake Wealth Management
Vermont
$450K +$2.33K +31 +0.5%