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American International

Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
626
Pinnacle Wealth Planning Services
Ohio
$270K +$14.6K +243 +6%
SA
627
Syntax Advisors
New York
$269K -$47.7K -793 -16%
VCG
628
Vantage Consulting Group
Virginia
$269K -$47.7K -793 -16%
AF
629
Advisornet Financial
Minnesota
$269K -$38.2K -635 -13%
PCMC
630
Paragon Capital Management (Colorado)
Colorado
$269K +$8.54K +142 +3%
GL
631
Graypoint LLC
New York
$268K +$3.49K +58 +1%
PGIM
632
Pacific Global Investment Management
California
$268K +$5.47K +91 +2%
GA
633
Geller Advisors
New York
$267K +$256K +4,257 New
WAM
634
Watershed Asset Management
California
$266K -$24.5K -407 -9%
BFPW
635
BOK Financial Private Wealth
Colorado
$265K +$29.4K +489 +13%
GIA
636
Gateway Investment Advisers
Ohio
$264K -$71.3K -1,186 -22%
SOW
637
State of Wyoming
Wyoming
$262K +$107K +1,783 +75%
FRM
638
Fox Run Management
Connecticut
$262K +$251K +4,171 New
MWPCG
639
Measured Wealth Private Client Group
New Hampshire
$259K +$248K +4,126 New
DAS
640
Dynamic Advisor Solutions
Arizona
$256K +$245K +4,079 New
FI
641
Fractal Investments
Connecticut
$255K
IAN
642
Integrated Advisors Network
Texas
$255K +$6.01K +100 +3%
AG
643
Ascent Group
Virginia
$254K +$243K +4,042 New
GRP
644
Global Retirement Partners
California
$253K +$270K +4,483 New
EL
645
EMFO LLC
Florida
$251K -$120K -2,000 -33%
PA
646
Pinnacle Associates
New York
$249K
KFSC
647
Keystone Financial Services (Colorado)
Colorado
$248K -$9.98K -166 -4%
AAM
648
Advisors Asset Management
Colorado
$248K +$238K +3,958 New
BAM
649
Boyar Asset Management
New York
$246K
GBT
650
Grove Bank & Trust
Florida
$246K +$235K +3,917 New