We are live on ! Find out more
AIG icon

American International

Name Holding Trade Value Shares
Change
Change in
Stake
EC
626
EntryPoint Capital
New York
$542K
BPW
627
Bingham Private Wealth
California
$541K +$506K +6,325 New
PWM
628
Perigon Wealth Management
California
$538K -$23.2K -290 -4%
MA
629
MCF Advisors
Kentucky
$534K -$6.56K -82 -1%
SWM
630
Silverlake Wealth Management
Vermont
$531K +$2.4K +30 +0.5%
AFP
631
ATLas Financial Planning
Georgia
$527K +$493K +6,155 New
KA
632
Kintegral Advisory
New York
$526K -$13.4K -168 -3%
FBT
633
First Bank & Trust
South Dakota
$521K +$2.96K +37 +0.6%
TIAA Trust, National Association
634
TIAA Trust, National Association
North Carolina
$516K -$28.4K -355 -6%
FI
635
Finivi Inc
Massachusetts
$516K
CW
636
CreativeOne Wealth
Kansas
$515K +$480 +6 +0.1%
MWM
637
Mindset Wealth Management
Indiana
$513K +$480K +6,000 New
CCA
638
Childress Capital Advisors
Texas
$509K +$104K +1,305 +28%
AIC
639
Argus Investors Counsel
New York
$509K +$27.5K +344 +6%
CL
640
CSS LLC
Illinois
$508K +$475K +5,940 New
AWM
641
Aprio Wealth Management
Georgia
$504K +$217K +2,712 +85%
GWMR
642
GC Wealth Management RIA
Massachusetts
$503K -$623K -7,791 -57%
GLR
643
Great Lakes Retirement
Ohio
$501K +$19.6K +245 +4%
SIP
644
Stoneridge Investment Partners
Pennsylvania
$500K +$468K +5,845 New
HPC
645
HM Payson & Co
Maine
$497K
OF
646
Optimize Financial
California
$494K +$6.4K +80 +1%
OWA
647
One Wealth Advisors
California
$493K +$254K +3,178 +123%
EFS
648
Essex Financial Services
Connecticut
$493K -$81.7K -1,021 -15%
PWMAG
649
Pinnacle Wealth Management Advisory Group
New Jersey
$488K +$5.36K +67 +1%
VRS
650
Virginia Retirement Systems
Virginia
$488K +$48K +600 +12%