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American International

Name Holding Trade Value Shares
Change
Change in
Stake
RG
801
Rathbones Group
United Kingdom
$263K
IDA
802
Intelligence Driven Advisers
California
$261K +$11.2K +135 +5%
BA
803
Birinyi Associates
Connecticut
$259K
AA
804
Alta Advisers
United Kingdom
$257K
SACTSONJ
805
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$257K
LAM
806
Longboard Asset Management
Arizona
$256K
IC
807
Iconiq Capital
California
$255K +$248K +2,977 New
CS
808
Cannell & Spears
New York
$253K +$167 +2 +0.1%
OR
809
Olympiad Research
Connecticut
$250K +$243K +2,921 New
PFWA
810
Paces Ferry Wealth Advisors
Georgia
$249K -$26K -312 -10%
PCM
811
Prelude Capital Management
New York
$249K +$242K +2,907 New
WC
812
Waterloo Capital
Texas
$248K +$47.5K +571 +25%
CA
813
Commerzbank Aktiengesellschaft
Germany
$248K
BP
814
Ballentine Partners
Massachusetts
$248K +$21.1K +254 +10%
BAM
815
Berkshire Asset Management
Pennsylvania
$247K +$2K +24 +0.8%
GAMC
816
Garner Asset Management Corp
Texas
$246K -$48.3K -580 -17%
OWA
817
One Wealth Advisors
California
$246K -$273K -3,276 -53%
AWM
818
Aprio Wealth Management
Georgia
$246K +$40.9K +491 +21%
ICP
819
Interchange Capital Partners
Pennsylvania
$246K +$2.58K +31 +1%
LGA
820
Lebenthal Global Advisors
New York
$243K +$236K +2,836 New
UCI
821
Uncommon Cents Investing
Wisconsin
$243K +$236K +2,835 New
LA
822
Latitude Advisors
Florida
$243K
FRA
823
Frank Rimerman Advisors
California
$242K -$107K -1,281 -31%
GWM
824
GK Wealth Management
Nevada
$240K -$4.41K -53 -2%
JAG
825
Journey Advisory Group
Kentucky
$240K +$233K +2,803 New