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American International

Name Holding Trade Value Shares
Change
Change in
Stake
FP
876
Financial Perspectives
Minnesota
$909 – – –
PP
877
PFS Partners
New Jersey
$667 – – –
DWA
878
Delos Wealth Advisors
Texas
$644 – – –
CMA
879
Cedar Mountain Advisors
Oregon
$606 – – –
CTWM
880
Cherry Tree Wealth Management
Minnesota
$576 – – –
PCA
881
Providence Capital Advisors
North Carolina
$545 – – –
SHIM
882
Stone House Investment Management
Pennsylvania
$485 – – –
CPG
883
Cornerstone Planning Group
New Jersey
$485 +$478 +8 New
PFSC
884
Peoples Financial Services Corp
Pennsylvania
$484 – – –
ME
885
McIlrath & Eck
Washington
$424 -$179 -3 -30%
MHR
886
Matthew Hamilton Rosenberg
$424 – – –
FGA
887
Fortis Group Advisors
New Jersey
$303 +$299 +5 New
BWAM
888
Boyd Watterson Asset Management
Ohio
$242 – – –
HWP
889
Highline Wealth Partners
California
$184 – – –
RG
890
Retirement Group
California
$182 – – –
AWA
891
Authentikos Wealth Advisory
California
$182 +$179 +3 New
APC
892
Aspire Private Capital
North Carolina
$121 – – –
CCP
893
Carmel Capital Partners
California
$121 +$119 +2 New
HGERS
894
Householder Group Estate & Retirement Specialist
Arizona
$61 +$60 +1 New
VWM
895
Valley Wealth Managers
New Jersey
$45 – – –
TC
896
TwinBeech Capital
New York
– -$56M -974,001 Closed
EGM
897
Engineers Gate Manager
New York
– -$10.3M -179,050 Closed
Janney Montgomery Scott
898
Janney Montgomery Scott
Pennsylvania
– -$7.55M -131,259 Closed
CC
899
Clearline Capital
New York
– -$7.27M -126,406 Closed
SFI
900
Susquehanna Fundamental Investments
Pennsylvania
– -$4.82M -83,815 Closed