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American International

Name Holding Trade Value Shares
Change
Change in
Stake
RFS
851
Rockefeller Financial Services
New York
$99K -$9.84K -207 -9%
HR
852
Howe & Rusling
New York
$99K -$998 -21 -1%
EWM
853
Edge Wealth Management
New York
$98K – – –
BIM
854
Bridgecreek Investment Management
Oklahoma
$97K -$9.51K -200 -9%
SIA
855
SeaBridge Investment Advisors
New Jersey
$91K – – –
LIM
856
Longfellow Investment Management
Massachusetts
$91K +$88.8K +1,869 New
S
857
SignatureFD
Georgia
$88K +$11.9K +250 +16%
PAS
858
Partnervest Advisory Services
California
$78K +$17.4K +367 +29%
Victory Capital Management
859
Victory Capital Management
Texas
$76K +$74.4K +1,565 New
TCOV
860
Trust Company of Vermont
Vermont
$71K – – –
FANJ
861
Financial Architects (New Jersey)
New Jersey
$70K +$19.1K +402 +38%
IRS
862
Invictus RG (Singapore)
Singapore
$65K -$55.4K -1,165 -47%
AI
863
ArchPoint Investors
Florida
$63K – – –
MA
864
MCF Advisors
Kentucky
$63K – – –
JIR
865
James Investment Research
Ohio
$51K – – –
EFSCE
866
Enterprise Financial Services Corp (EFSC)
Missouri
$43K +$15.3K +321 +58%
PP
867
Palladium Partners
Virginia
$40K – – –
QAM
868
QCI Asset Management
New York
$38K -$43.2K -910 -54%
Carson Wealth (CWM LLC)
869
Carson Wealth (CWM LLC)
Nebraska
$33K +$32K +673 New
Jones Financial Companies
870
Jones Financial Companies
Missouri
$33K +$32.2K +677 New
ClearBridge Investments
871
ClearBridge Investments
New York
$29K -$3.09K -65 -10%
1IC
872
1919 Investment Counsel
Maryland
$27K +$2.52K +53 +11%
FHA
873
First Horizon Advisors
Tennessee
$25K +$24.1K +508 New
AWMS
874
Advocacy Wealth Management Services
Georgia
$24K – – –
WP
875
Westend Partners
California
$24K +$23.8K +500 New