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American International

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
1051
IMG Wealth Management
Florida
$7.1K +$6.64K +83 New
BLC
1052
Brown, Lisle/Cummings
Rhode Island
$7.05K – – –
Clal Insurance
1053
Clal Insurance
Israel
$7K – – –
OPTFSNA
1054
Old Point Trust & Financial Services N A
Virginia
$6.76K – – –
CSC
1055
Caldwell Sutter Capital
California
$6.59K +$800 +10 +15%
CFM
1056
Cornerstone Financial Management
Massachusetts
$6.59K +$6.16K +77 New
DPW
1057
DiNuzzo Private Wealth
Pennsylvania
$6.5K – – –
RWA
1058
Redmont Wealth Advisors
Illinois
$6.42K – – –
TSMHT
1059
Thurston Springer Miller Herd & Titak
Indiana
$6.42K +$6K +75 New
VWM
1060
Vermillion Wealth Management
Minnesota
$6.03K +$80 +1 +1%
JGIA
1061
Jackson Grant Investment Advisers
Connecticut
$5.99K – – –
CT
1062
Clearstead Trust
Maine
$5.82K -$4.24K -53 -44%
EWP
1063
Elevation Wealth Partners
California
$5.82K -$240 -3 -4%
AEPWM
1064
Atlantic Edge Private Wealth Management
Florida
$5.73K – – –
CT
1065
Caldwell Trust
Florida
$5.65K – – –
MS
1066
Monetary Solutions
Ohio
$5.64K +$5.28K +66 New
PWA
1067
Physician Wealth Advisors
Utah
$5.56K -$10.4K -130 -67%
WWM
1068
Wolff Wiese Magana
California
$5.56K – – –
Loring Wolcott & Coolidge Fiduciary Advisors
1069
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5.32K +$5.76K +72 New
HIA
1070
HFM Investment Advisors
New Jersey
$5.22K +$3.52K +44 +259%
DWM
1071
Dogwood Wealth Management
Kansas
$5.05K +$4.48K +56 +1,867%
CPG
1072
Cornerstone Planning Group
New Jersey
$4.92K -$2.96K -37 -36%
SFG
1073
Strive Financial Group
Indiana
$4.88K +$4.56K +57 New
VFM
1074
Vision Financial Markets
Connecticut
$4.7K – – –
BHWM
1075
Bay Harbor Wealth Management
Maryland
$4.45K +$1.52K +19 +58%