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American International
AIG

Name Holding Trade Value Shares
Change 		Change in
Stake
V
526
Veritable
Delaware
$659K +$72.4K +1,245 +14%
AG
527
Ascent Group
Virginia
$655K +$61.4K +1,056 +11%
MPPW
528
Mitchell & Pahl Private Wealth
Oklahoma
$653K -$21.9K -377 -4%
PCP
529
Proficio Capital Partners
Massachusetts
$652K -$2.91K -50 -0.5%
QI
530
Qtron Investments
Massachusetts
$647K +$318K +5,460 +115%
GWM
531
Geneos Wealth Management
Colorado
$645K -$13.8K -238 -2%
IAN
532
Integrated Advisors Network
Texas
$639K -$42.2K -725 -7%
SP
533
Symmetry Partners
Connecticut
$631K +$40.1K +689 +7%
AWS
534
Atria Wealth Solutions
New York
$629K +$578K +9,939 New
TAM
535
Trust Asset Management
Texas
$613K – – –
MWPCG
536
Measured Wealth Private Client Group
New Hampshire
$606K +$156K +2,682 +39%
BRWA
537
B. Riley Wealth Advisors
Florida
$598K -$86.6K -1,488 -14%
O
538
Ossiam
France
$597K +$162K +2,786 +42%
RIM
539
Regent Investment Management
Kentucky
$590K +$5.82K +100 +1%
CI
540
Cigna Investments
Connecticut
$589K -$8.26K -142 -2%
MMPW
541
Mitchell McLeod Pugh & Williams
Alabama
$588K -$37.4K -642 -6%
BCM
542
Brookstone Capital Management
Illinois
$578K -$4.95K -85 -0.9%
PA
543
Profund Advisors
Maryland
$576K +$52.5K +902 +11%
OCBCO
544
Oversea-Chinese Banking Corp (OCBC)
Singapore
$570K +$524K +9,010 New
PCMN
545
Paradigm Capital Management (Nevada)
Nevada
$569K – – –
AIP
546
Ameritas Investment Partners
Nebraska
$566K -$22.7K -390 -4%
RCAG
547
Rehmann Capital Advisory Group
Michigan
$564K +$349 +6 +0.1%
FIBT
548
First International Bank & Trust
North Dakota
$560K -$2.1K -36 -0.4%
CCM
549
Cox Capital Management
Massachusetts
$555K – – –
TCWM
550
Total Clarity Wealth Management
Illinois
$554K +$30.4K +523 +6%
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