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American International

Name Holding Trade Value Shares
Change
Change in
Stake
Compagnie Lombard Odier SCmA
726
Compagnie Lombard Odier SCmA
Switzerland
$77.6K – – –
PWMG
727
Prestige Wealth Management Group
New Jersey
$75.7K +$7.13K +122 +9%
SAM
728
S.A. Mason
Michigan
$75.5K – – –
GFL
729
Granite FO LLC
New Hampshire
$71.6K +$78.8K +1,350 New
WB
730
Webster Bank
Connecticut
$69.5K -$14.9K -255 -16%
CSPAM
731
Cary Street Partners Asset Management
Virginia
$69.2K – – –
Washington Trust
732
Washington Trust
Rhode Island
$68.8K +$4.67K +80 +6%
RI
733
Ridgewood Investments
New Jersey
$68.7K +$79.7K +1,364 New
MassMutual Private Wealth & Trust
734
MassMutual Private Wealth & Trust
Connecticut
$67.7K +$10.6K +182 +16%
CWP
735
Concord Wealth Partners
Virginia
$67.4K -$50.3K -861 -39%
Farther Finance Advisors
736
Farther Finance Advisors
California
$62K +$5.67K +97 +9%
PFBT
737
Parkside Financial Bank & Trust
Missouri
$59.2K -$2.45K -42 -3%
HIA
738
Harbor Investment Advisory
Maryland
$54.9K -$350 -6 -0.5%
Bartlett & Co Wealth Management
739
Bartlett & Co Wealth Management
Ohio
$54.1K – – –
Bartlett & Co
740
Bartlett & Co
Ohio
$54K – – –
TCOV
741
Trust Company of Vermont
Vermont
$51.4K – – –
EBA
742
Eagle Bay Advisors
New York
$48.1K -$10.7K -184 -16%
TCI Wealth Advisors
743
TCI Wealth Advisors
Arizona
$47.7K +$2.86K +49 +5%
WTA
744
Washington Trust Advisors
Massachusetts
$45.4K -$2.28K -39 -4%
CCMI
745
Creative Capital Management Investments
California
$43.3K +$50.2K +860 New
AWM
746
Ameliora Wealth Management
Switzerland
$42.5K -$173K -2,967 -78%
BCA
747
Bray Capital Advisors
Florida
$40.8K – – –
CCA
748
Column Capital Advisors
Indiana
$40.1K – – –
Harvest Fund Management
749
Harvest Fund Management
China
$40K -$269K -4,614 -85%
NSIM
750
North Star Investment Management
Illinois
$37.8K – – –