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American International

Name Holding Trade Value Shares
Change
Change in
Stake
OA
651
Operose Advisors
Wisconsin
$351K -$30.9K -485 -9%
PFS
652
Prospera Financial Services
Texas
$349K +$329K +5,156 New
CA
653
Cetera Advisors
Colorado
$346K -$93.5K -1,468 -22%
CFP
654
Catalyst Financial Partners
Massachusetts
$343K +$3.44K +54 +1%
OFA
655
Oak Family Advisors
Illinois
$342K -$1.66M -26,100 -84%
CFS
656
CRA Financial Services
New Jersey
$341K
HCM
657
Hollencrest Capital Management
California
$340K +$31.8K +499 +11%
FHA
658
First Horizon Advisors
Tennessee
$335K -$95.8K -1,504 -23%
FG
659
Fiduciary Group
Georgia
$335K +$25.5K +400 +9%
LNC
660
Lincoln National Corp
Pennsylvania
$333K +$313K +4,911 New
AFP
661
Ausdal Financial Partners
Iowa
$329K -$2.42K -38 -0.8%
BIG
662
Brooklyn Investment Group
New York
$329K +$309K +4,853 New
CIS
663
Custom Index Systems
New York
$326K +$307K +4,818 New
PWM
664
Perigon Wealth Management
California
$322K +$303K +4,756 New
CM
665
Caption Management
Oklahoma
$322K +$303K +4,750 New
PWMG
666
Provence Wealth Management Group
California
$321K -$1.47K -23 -0.5%
PWPS
667
Pinnacle Wealth Planning Services
Ohio
$321K +$446 +7 +0.1%
HI
668
Humankind Investments
New York
$320K -$37.1K -583 -11%
LSA
669
Leonteq Securities AG
Switzerland
$319K -$42.2K -663 -12%
VT
670
Vise Technologies
New York
$317K -$70.5K -1,106 -19%
SVWAG
671
Sound View Wealth Advisors Group
Georgia
$316K -$129K -2,031 -30%
AC
672
Annandale Capital
Texas
$315K
TCA
673
Transcend Capital Advisors
New Jersey
$314K -$1.47K -23 -0.5%
WE
674
Wealth Effects
Massachusetts
$312K -$15.9K -249 -5%
LSAG
675
Lake Street Advisors Group
New Hampshire
$312K +$294K +4,608 New