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American International

Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
651
Chicago Partners Investment Group
Illinois
$144K +$1.73K +32 +1%
AssetMark Inc
652
AssetMark Inc
California
$141K -$41.5K -767 -22%
BAM
653
Barrett Asset Management
New York
$141K
PCA
654
Peddock Capital Advisors
Massachusetts
$135K +$108 +2 +0.1%
WAP
655
Wealthcare Advisory Partners
Pennsylvania
$132K -$4.71K -87 -3%
GLI
656
Guardian Life Insurance
New York
$132K +$22.5K +416 +20%
EIP
657
Epoch Investment Partners
New York
$131K -$12.7M -234,799 -9%
CFG
658
Citizens Financial Group
Rhode Island
$130K -$75.8K -1,400 -36%
BWA
659
BDO Wealth Advisors
Florida
$129K +$132K +2,435 New
TCOV
660
Trust Company of Vermont
Vermont
$124K +$12.8K +236 +11%
KA
661
Kaizen Advisory
Illinois
$116K +$71.7K +1,325 +152%
ACA
662
Atlas Capital Advisors
Wyoming
$115K +$114K +2,100 New
CWM
663
Cedar Wealth Management
California
$114K -$6.39K -118 -5%
IDBONY
664
Israel Discount Bank of New York
New York
$107K
SIM
665
Sonora Investment Management
Arizona
$106K
JA
666
JOYN Advisors
Georgia
$105K +$95.7K +1,768 +842%
Capstone Investment Advisors
667
Capstone Investment Advisors
New York
$102K +$104K +1,917 New
CAW
668
Cornerstone Advisors (Washington)
Washington
$100K +$3.63K +67 +4%
AAM
669
Advisors Asset Management
Colorado
$100K +$100K +1,850 +4,405%
EA
670
Edge Advisors
Georgia
$98K -$812 -15 -0.8%
FHA
671
Flagship Harbor Advisors
Massachusetts
$97K +$100K +1,848 New
CF
672
Centaurus Financial
California
$96K +$98.2K +1,814 New
AIM
673
Advantage Investment Management
Iowa
$93K -$517K -9,549 -85%
MCM
674
Manchester Capital Management
Vermont
$92K -$2.38K -44 -2%
Acadian Asset Management
675
Acadian Asset Management
Massachusetts
$90K