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American International

Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
701
Baker Tilly Wealth Management
Wisconsin
$370K -$257K -3,301 -44%
Fisher Asset Management
702
Fisher Asset Management
Washington
$366K -$8.94K -115 -3%
LSA
703
Leonteq Securities AG
Switzerland
$366K -$144K -1,854 -31%
GIA
704
GHP Investment Advisors
Colorado
$363K -$6.22K -80 -2%
FHA
705
First Horizon Advisors
Tennessee
$363K -$2.49K -32 -0.8%
IIC
706
Integrated Investment Consultants
Michigan
$361K +$88.3K +1,136 +38%
CCA
707
Childress Capital Advisors
Texas
$361K +$84.9K +1,092 +36%
DAS
708
Dynamic Advisor Solutions
Arizona
$361K +$6.29K +81 +2%
CGL
709
Clarius Group LLC
Washington
$361K -$3.65K -47 -1%
AWM
710
Avior Wealth Management
Nebraska
$358K +$160K +2,065 +101%
FRA
711
Frank Rimerman Advisors
California
$357K +$319K +4,106 New
PP
712
PDS Planning
Ohio
$356K +$19K +244 +6%
DMBA
713
Deseret Mutual Benefit Administrators
Utah
$356K -$160K -2,062 -34%
RCM
714
RMR Capital Management
California
$354K
CIA
715
Concurrent Investment Advisors
Florida
$353K +$90.6K +1,166 +40%
MAM
716
MMA Asset Management
Pennsylvania
$352K
CI
717
Conning Inc
Connecticut
$352K -$11.9K -153 -4%
PMG
718
ProVise Management Group
Florida
$352K +$91.3K +1,175 +41%
OWCM
719
One Wealth Capital Management
Arizona
$351K +$6.06K +78 +2%
3IP
720
3Chopt Investment Partners
Virginia
$350K +$313K +4,027 New
SWP
721
Stratos Wealth Partners
Ohio
$350K -$73.4K -944 -19%
GGS
722
Galvin Gaustad & Stein
Arizona
$348K
SWM
723
Spire Wealth Management
Virginia
$346K -$95.4K -1,228 -24%
GS
724
GTS Securities
Florida
$346K -$182K -2,342 -37%
BIG
725
Brookwood Investment Group
Arizona
$344K +$308K +3,957 New