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American International

Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
851
Compagnie Lombard Odier SCmA
Switzerland
$5K -$49.8K -842 -90%
CBT
852
Central Bank & Trust
Kentucky
$5K – – –
OWA
853
One Wealth Advisors
California
$5K – – –
PSC
854
Prentiss Smith & Co
Vermont
$5K – – –
SIC
855
Salem Investment Counselors
North Carolina
$5K – – –
SWMG
856
Signature Wealth Management Group
Georgia
$5K – – –
THWM
857
Taylor Hoffman Wealth Management
Virginia
$5K – – –
IIC
858
Integrated Investment Consultants
Michigan
$5K +$5.26K +89 New
CAGAS
859
Capital Advisory Group Advisory Services
Minnesota
$5K +$5.97K +101 New
RWM
860
Raffa Wealth Management
District of Columbia
$4.25K +$4.61K +78 New
CIA
861
Cascade Investment Advisors
Oregon
$4.08K – – –
AWA
862
Acorn Wealth Advisors
Michigan
$4K – – –
BCP
863
Blackhawk Capital Partners
Wisconsin
$4K – – –
TFA
864
Toth Financial Advisory
Virginia
$4K – – –
DBT
865
Dubuque Bank & Trust
Iowa
$4K +$1.12K +19 +38%
Carson Wealth (CWM LLC)
866
Carson Wealth (CWM LLC)
Nebraska
$4K +$3.19K +54 +338%
OC
867
Oakworth Capital
Alabama
$4K +$4.43K +75 New
AF
868
Allworth Financial
California
$3K – – –
ADL
869
Asset Dedication LLC
California
$3K – – –
CFA
870
Camarda Financial Advisors
Florida
$3K – – –
HR
871
Howe & Rusling
New York
$3K – – –
JFA
872
JNBA Financial Advisors
Minnesota
$3K – – –
OFW
873
Omnia Family Wealth
Florida
$3K – – –
CA
874
Centerpoint Advisors
Massachusetts
$3K +$945 +16 +53%
NWM
875
Northwest Wealth Management
Iowa
$3K +$3.54K +60 New