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American International

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
726
Baron Financial Group
New Jersey
$106K – – –
PWMG
727
Prestige Wealth Management Group
New Jersey
$106K +$59.7K +1,028 +98%
KFP
728
KB Financial Partners
New Jersey
$104K -$17K -292 -13%
ME
729
McIlrath & Eck
Washington
$103K – – –
OA
730
Operose Advisors
Wisconsin
$103K – – –
CIBC Private Wealth Group
731
CIBC Private Wealth Group
Georgia
$99K -$19.1K -328 -14%
CFO
732
CVA Family Office
Colorado
$93K -$9.88K -170 -9%
EWA
733
EverSource Wealth Advisors
Alabama
$90K -$2.67K -46 -3%
CI
734
CX Institutional
Indiana
$90K +$102K +1,761 New
SSG
735
Summit Securities Group
New York
$85K +$76.4K +1,315 +387%
CFGS
736
Concourse Financial Group Securities
Alabama
$84K -$4.65K -80 -5%
IAIM
737
Industrial Alliance Investment Management
Quebec, Canada
$84K +$5.23K +90 +6%
UB
738
UMB Bank
Missouri
$81K -$10.9K -188 -11%
CLOS
739
Compagnie Lombard Odier SCmA
Switzerland
$79K – – –
SAM
740
S.A. Mason
Michigan
$77K – – –
BBHC
741
Brown Brothers Harriman & Co
New York
$73K +$13K +223 +18%
WT
742
Washington Trust
Rhode Island
$71K -$987 -17 -1%
BDWM
743
Brewin Dolphin Wealth Management
Ireland
$71K – – –
Capstone Investment Advisors
744
Capstone Investment Advisors
New York
$70K -$112K -1,920 -58%
HWMA
745
Heritage Wealth Management (Arizona)
Arizona
$69.1K – – –
PFS
746
Prospera Financial Services
Texas
$69K -$21.2K -365 -21%
FBC
747
Fairfield, Bush & Co
Connecticut
$69K +$77.8K +1,340 New
ADL
748
Asset Dedication LLC
California
$67K +$69.2K +1,191 +1,113%
DZ Bank
749
DZ Bank
Germany
$66.5K -$132K -2,279 -64%
JWA
750
JFS Wealth Advisors
Pennsylvania
$65K -$4.88K -84 -6%