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American International

Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
626
Brown Brothers Harriman & Co
New York
$48K +$5.22K +122 +12%
FPFS
627
First Personal Financial Services
North Carolina
$48K +$7.78K +182 +20%
PCP
628
Proficio Capital Partners
Massachusetts
$47K -$10.2K -239 -18%
LC
629
Lindbrook Capital
California
$45K +$2.05K +48 +5%
RA
630
Rational Advisors
New York
$45K +$44.6K +1,044 New
FC
631
Ferris Capital
Massachusetts
$44K – – –
Carson Wealth (CWM LLC)
632
Carson Wealth (CWM LLC)
Nebraska
$42K +$23.5K +549 +164%
AssetMark Inc
633
AssetMark Inc
California
$39K -$13.9K -325 -27%
DWA
634
Dougherty Wealth Advisers
Minnesota
$38K – – –
CWM
635
Cedar Wealth Management
California
$37K -$11.9K -279 -24%
PWMG
636
Prestige Wealth Management Group
New Jersey
$37K -$6.93K -162 -16%
CCM
637
Covington Capital Management
California
$36K – – –
SCM
638
Silvant Capital Management
Georgia
$35K – – –
BWM
639
Baystate Wealth Management
Massachusetts
$35K +$257 +6 +0.8%
O
640
Ossiam
France
$31K -$627K -14,654 -95%
CB
641
CNB Bank
Pennsylvania
$30K – – –
JWA
642
JFS Wealth Advisors
Pennsylvania
$29K – – –
MNBTD
643
Moody National Bank Trust Division
Texas
$29K – – –
FRA
644
Front Row Advisors
California
$29K +$4.15K +97 +17%
HIIFS
645
Harel Insurance Investments & Financial Services
Israel
$29K +$28.9K +676 New
CHC
646
City Holding Co
West Virginia
$28K – – –
PB
647
Pinnacle Bancorp
Nebraska
$27K +$3.76K +88 +16%
CFA
648
Carroll Financial Associates
North Carolina
$27K +$3.89K +91 +17%
WCM
649
WealthBridge Capital Management
Ohio
$26K +$13.3K +311 +149%
EWM
650
Edge Wealth Management
New York
$25K -$15.5K -363 -38%