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American International

Name Holding Trade Value Shares
Change
Change in
Stake
CIC
701
Carnegie Investment Counsel
Ohio
$347K
HW
702
Hamilton Wealth
California
$346K -$1.99K -26 -0.6%
KP
703
Keel Point
Alabama
$345K +$118K +1,547 +47%
MC
704
Moors & Cabot
Massachusetts
$343K -$50.8K -665 -13%
LSA
705
Leonteq Securities AG
Switzerland
$340K +$70.1K +917 +25%
BCM
706
Brookstone Capital Management
Illinois
$339K -$132K -1,727 -29%
Bank Julius Baer & Co
707
Bank Julius Baer & Co
Switzerland
$338K +$34.2K +448 +12%
BP
708
BNP Paribas
France
$336K -$18K -236 -5%
PFS
709
Prospera Financial Services
Texas
$336K +$2.29K +30 +0.7%
GGS
710
Galvin Gaustad & Stein
Arizona
$336K +$841 +11 +0.2%
LSAG
711
Lake Street Advisors Group
New Hampshire
$335K -$6.12K -80 -2%
CFG
712
Citizens Financial Group
Rhode Island
$334K +$344K +4,505 New
EA
713
Everpar Advisors
Oklahoma
$333K +$20.2K +264 +6%
DAS
714
Diversify Advisory Services
Utah
$331K -$388K -5,079 -54%
DMBA
715
Deseret Mutual Benefit Administrators
Utah
$330K -$21K -275 -6%
EWA
716
EP Wealth Advisors
California
$329K +$68.7K +898 +25%
WB
717
WesBanco Bank
West Virginia
$327K
SCM
718
Shelton Capital Management
Colorado
$326K
FMP
719
Financial Management Professionals
Texas
$326K -$51K -667 -13%
AWM
720
Avior Wealth Management
Nebraska
$324K -$318K -4,160 -49%
CHP
721
Cable Hill Partners
Oregon
$324K +$334K +4,369 New
GIA
722
GHP Investment Advisors
Colorado
$323K +$9.17K +120 +3%
SF
723
Summit Financial
New Jersey
$323K +$332K +4,349 New
AIM
724
Aspen Investment Management
Michigan
$322K +$125K +1,640 +61%
LI
725
LRI Investments
Florida
$321K +$311K +4,062 +1,550%