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American International

Name Holding Trade Value Shares
Change
Change in
Stake
AF
751
Allworth Financial
California
$2K – – –
DBT
752
Dubuque Bank & Trust
Iowa
$2K – – –
HR
753
Howe & Rusling
New York
$2K – – –
PO
754
Private Ocean
California
$2K – – –
SMFS
755
Squar Milner Financial Services
California
$2K – – –
BOPW
756
Brandywine Oak Private Wealth
Pennsylvania
$2K +$2.23K +51 New
LWM
757
Liberty Wealth Management
California
$2K +$2.53K +58 New
JFA
758
JNBA Financial Advisors
Minnesota
$2K +$2.58K +59 New
GEA
759
Glen Eagle Advisors
New Jersey
$1.77K – – –
CC
760
Claybrook Capital
Massachusetts
$1K -$667K -15,271 -100%
FHA
761
Flagship Harbor Advisors
Massachusetts
$1K -$78.5K -1,798 -98%
TFA
762
Transamerica Financial Advisors
Florida
$1K -$131 -3 -12%
CA
763
Centerpoint Advisors
Massachusetts
$1K – – –
CLOS
764
Compagnie Lombard Odier SCmA
Switzerland
$1K – – –
MIM
765
Macroview Investment Management
Maryland
$1K – – –
MCM
766
MV Capital Management
Maryland
$1K – – –
QAM
767
QCI Asset Management
New York
$1K – – –
RFM
768
Royal Fund Management
Florida
$1K – – –
LPWM
769
Lake Point Wealth Management
Texas
$1K +$1.05K +24 New
WDL
770
Well Done LLC
Michigan
$1K +$1.27K +29 New
GWMIA
771
Global Wealth Management Investment Advisory
Florida
$1K +$1.4K +32 New
AT
772
AMF Tjänstepension
Sweden
– -$46.7M -876,849 Closed
BGIM
773
Brandywine Global Investment Management
Pennsylvania
– -$46.5M -872,693 Closed
PFMOSF
774
Philadelphia Financial Management of San Francisco
California
– -$26M -488,072 Closed
MDSL
775
M.D. Sass LLC
New York
– -$20.2M -380,076 Closed