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American International

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
626
AssetMark Inc
California
$225K +$161K +2,820 +250%
BAM
627
Boyar Asset Management
New York
$223K – – –
PFWA
628
Paces Ferry Wealth Advisors
Georgia
$222K -$144K -2,525 -39%
SCFS
629
S.C. Financial Services
Arizona
$222K +$205K +3,596 New
MWM
630
Modera Wealth Management
New Jersey
$222K +$222K +3,905 New
PVH
631
Psagot Value Holdings
Israel
$219K +$220K +3,860 New
Vanguard Capital Wealth Advisors
632
Vanguard Capital Wealth Advisors
Colorado
$218K -$14.6K -257 -6%
PCM
633
Penserra Capital Management
California
$218K +$40.4K +709 +23%
KMWM
634
Keudell/Morrison Wealth Management
Oregon
$216K -$6.26K -110 -3%
NCM
635
Northside Capital Management
Oregon
$214K – – –
EI
636
Ellevest Inc
New York
$214K +$163K +2,861 +316%
BFPW
637
BOK Financial Private Wealth
Colorado
$213K +$213K +3,738 New
CW
638
Connectus Wealth
Ohio
$211K +$211K +3,711 New
SFA
639
Sequoia Financial Advisors
Ohio
$211K +$212K +3,716 New
BG
640
Bollard Group
Massachusetts
$209K +$1.14K +20 +0.5%
KFGK
641
Keystone Financial Group (Kentucky)
Kentucky
$209K +$209K +3,667 New
ABLA
642
Alan B. Lancz & Associates
Ohio
$208K +$209K +3,665 New
WI
643
Wintrust Investments
Illinois
$206K +$207K +3,629 New
MFW
644
Meristem Family Wealth
Minnesota
$204K +$204K +3,584 New
SC
645
Steph & Co
Wisconsin
$203K -$399 -7 -0.2%
SWM
646
SeaCrest Wealth Management
New York
$203K +$203K +3,563 New
WTA
647
Washington Trust Advisors
Massachusetts
$199K +$198K +3,483 New
CWC
648
Carolinas Wealth Consulting
North Carolina
$181K +$25.2K +443 +16%
AIM
649
Anchor Investment Management
South Carolina
$179K +$165K +2,895 +1,135%
TSWM
650
Tyler-Stone Wealth Management
Ohio
$175K +$175K +3,078 New