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American International

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
801
Baldwin Wealth Partners
Massachusetts
$16K – – –
IFAM
802
Institutional & Family Asset Management
Colorado
$16K +$17.7K +299 New
WIM
803
Westside Investment Management
California
$15.9K – – –
SIS
804
Sound Income Strategies
Florida
$15K +$118 +2 +0.7%
LWM
805
Lenox Wealth Management
Ohio
$15K +$532 +9 +3%
GFP
806
Gryphon Financial Partners
Ohio
$15K +$2.25K +38 +16%
WDL
807
Well Done LLC
Michigan
$15K +$16.5K +280 New
FAM
808
Fred Alger Management
New York
$14K -$4.31K -73 -22%
CFA
809
Carroll Financial Associates
North Carolina
$14K -$355 -6 -2%
GTAM
810
Global Trust Asset Management
Florida
$14K – – –
SFSIG
811
San Francisco Sentry Investment Group
California
$14K +$295 +5 +2%
CCM
812
Cribstone Capital Management
Maine
$14K +$14.5K +246 +2,460%
ML
813
McAdam LLC
Pennsylvania
$14K +$15.3K +259 New
MCWS
814
McKinley Carter Wealth Services
West Virginia
$14K +$15.6K +264 New
ST
815
Sageworth Trust
Pennsylvania
$13K -$6.09K -103 -29%
MCM
816
Mainstay Capital Management
Michigan
$13K – – –
GI
817
Gradient Investments
Minnesota
$13K +$886 +15 +7%
DWM
818
Destination Wealth Management
California
$13K +$14K +237 New
ANBT
819
American National Bank & Trust
Texas
$13K +$14.2K +240 New
WTB
820
Washington Trust Bank
Washington
$12K -$295 -5 -2%
CHP
821
Cable Hill Partners
Oregon
$12K – – –
LJHT
822
Laurie J. Hall Trustee
$12K – – –
SSB
823
Sandy Spring Bank
Maryland
$12K – – –
MSFP
824
Mark Sheptoff Financial Planning
Connecticut
$11K – – –
M
825
MOTCO
Texas
$11K – – –