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American International

Name Holding Trade Value Shares
Change
Change in
Stake
TPW
601
Transatlantique Private Wealth
New York
$522K
HAG
602
HighPoint Advisor Group
Illinois
$520K -$24.1K -302 -4%
IIM
603
Intact Investment Management
Quebec, Canada
$518K
ASN
604
Advisory Services Network
Georgia
$517K +$37K +463 +8%
PWM
605
Perigon Wealth Management
California
$517K +$8.79K +110 +2%
LFAS
606
Level Four Advisory Services
Texas
$515K +$31K +388 +6%
GSEP
607
Golden State Equity Partners
California
$507K +$76.5K +957 +17%
Capstone Investment Advisors
608
Capstone Investment Advisors
New York
$506K +$514K +6,437 New
BFWA
609
Benchmark Financial Wealth Advisors
Florida
$504K +$5.12K +64 +1%
SYBT
610
Stock Yards Bank & Trust
Kentucky
$503K
CI
611
CX Institutional
Indiana
$502K +$1.84K +23 +0.4%
TIAA Trust, National Association
612
TIAA Trust, National Association
North Carolina
$502K -$15.2K -190 -3%
CFP
613
Catalyst Financial Partners
Massachusetts
$502K -$1.36K -17 -0.3%
QL
614
Quarry LP
New York
$501K +$107K +1,335 +26%
EC
615
EntryPoint Capital
New York
$497K +$237K +2,968 +88%
MA
616
MCF Advisors
Kentucky
$496K +$99.2K +1,241 +24%
KA
617
Kintegral Advisory
New York
$496K -$2.24K -28 -0.4%
SPA
618
Sherbrooke Park Advisers
New York
$490K +$499K +6,238 New
SWM
619
Silverlake Wealth Management
Vermont
$485K -$4.71K -59 -0.9%
CA
620
Clearstead Advisors
Ohio
$479K -$30.8K -386 -6%
FBT
621
First Bank & Trust
South Dakota
$475K +$10.5K +131 +2%
MG
622
Marex Group
$475K +$193K +2,411 +66%
FI
623
Finivi Inc
Massachusetts
$473K
WGC
624
Watts Gwilliam & Co
Arizona
$473K +$80 +1 +0%
NW
625
NewEdge Wealth
Pennsylvania
$473K +$123K +1,536 +33%