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American International

Name Holding Trade Value Shares
Change
Change in
Stake
1SB
751
1ST Source Bank
Indiana
$312K -$3.5K -42 -1%
MG
752
Marex Group
$311K +$303K +3,638 New
CWA
753
Consilium Wealth Advisory
Texas
$311K – – –
PPW
754
Parcion Private Wealth
Washington
$310K -$11.6K -139 -4%
BBW
755
Blue Barn Wealth
Utah
$309K -$1.08K -13 -0.4%
VIM
756
VELA Investment Management
Ohio
$308K – – –
IA
757
IFP Advisors
Florida
$307K +$58.3K +700 +24%
WA
758
Waverly Advisors
Alabama
$305K +$32.5K +390 +12%
DWM
759
Drive Wealth Management
Utah
$304K +$5.25K +63 +2%
SCM
760
Shelton Capital Management
Colorado
$303K -$19.1K -229 -6%
AL
761
Aspiriant LLC
California
$300K +$167 +2 +0.1%
NED
762
Nancy E. Dempze
$300K -$375K -4,500 -56%
BTW
763
Boston Trust Walden
Massachusetts
$300K – – –
DT
764
Diversified Trust
Tennessee
$299K +$11.5K +138 +4%
BCM
765
Brookstone Capital Management
Illinois
$297K -$8.83K -106 -3%
BAM
766
Boyar Asset Management
New York
$295K – – –
DAS
767
Diversify Advisory Services
Utah
$293K +$1.92K +23 +0.6%
WA
768
Wealth Alliance
New York
$291K -$41.8K -502 -13%
JSW
769
Journey Strategic Wealth
New Jersey
$291K +$283K +3,394 New
EC
770
EntryPoint Capital
New York
$288K -$10.7K -129 -4%
EH
771
Equitable Holdings
New York
$288K +$63.5K +762 +29%
SSG
772
Summit Securities Group
New York
$286K +$278K +3,341 New
BPWM
773
BCS Private Wealth Management
New Jersey
$285K +$277K +3,330 New
CFO
774
Collective Family Office
Pennsylvania
$283K -$5.58K -67 -2%
FHA
775
First Horizon Advisors
Tennessee
$282K -$73.8K -886 -21%