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American International

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
851
Mission Wealth Management
California
$219K +$1.17K +14 +0.6%
SFA
852
Souders Financial Advisors
Ohio
$218K -$55.7K -669 -21%
AWA
853
Amplius Wealth Advisors
Pennsylvania
$217K -$12.8K -154 -6%
SAI
854
Savvy Advisors Inc
New York
$217K +$211K +2,538 New
FTUS
855
Flow Traders U.S.
New York
$217K +$211K +2,536 New
TCM
856
Triumph Capital Management
Colorado
$216K -$110K -1,324 -34%
SS
857
SBI Securities
Japan
$215K -$2.58K -31 -1%
SWM
858
Segment Wealth Management
Texas
$215K +$11.2K +135 +6%
PVI
859
Pine Valley Investments
New Jersey
$214K +$1.08K +13 +0.5%
FSA
860
Fort Sheridan Advisors
Illinois
$214K
MG
861
McHugh Group
Ohio
$214K
ZIG
862
Zuckerman Investment Group
Illinois
$214K
UB
863
UMB Bank
Missouri
$214K +$44.8K +538 +27%
IWP
864
Invenio Wealth Partners
Florida
$211K +$205K +2,464 New
CA
865
Claro Advisors
Massachusetts
$209K -$201K -2,417 -50%
C
866
Certuity
Florida
$207K +$1.58K +19 +0.8%
TCM
867
TT Capital Management
California
$205K -$33.4K -401 -14%
MAWA
868
Moss Adams Wealth Advisors
Washington
$205K +$199K +2,391 New
HA
869
HFG Advisors
Ohio
$204K +$199K +2,387 New
RCAG
870
Rehmann Capital Advisory Group
Michigan
$203K +$416 +5 +0.2%
AAP
871
Arax Advisory Partners
Colorado
$202K -$128K -1,541 -40%
KBG
872
Kahn Brothers Group
New York
$201K
Fayez Sarofim & Co
873
Fayez Sarofim & Co
Texas
$200K -$14.6K -175 -7%
CH
874
Cromwell Holdings
Wyoming
$187K
PFBT
875
Parkside Financial Bank & Trust
Missouri
$185K +$35.1K +421 +24%