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American International
AIG

Name Holding Trade Value Shares
Change 		Change in
Stake
QWP
526
Quotient Wealth Partners
Texas
$715K +$672K +10,549 New
TCWM
527
Total Clarity Wealth Management
Illinois
$710K -$356K -5,595 -35%
PCP
528
Proficio Capital Partners
Massachusetts
$709K +$10.3K +162 +2%
NA
529
NewEdge Advisors
Louisiana
$704K +$283K +4,439 +76%
VWM
530
VCI Wealth Management
Missouri
$704K +$662K +10,393 New
QI
531
Qtron Investments
Massachusetts
$693K – – –
OAM
532
Ostrum Asset Management
France
$692K +$2.74K +43 +0.4%
SIG
533
Stonegate Investment Group
Alabama
$690K -$7.39K -116 -1%
NP
534
NorthRock Partners
Minnesota
$690K +$320K +5,019 +97%
PA
535
Profund Advisors
Maryland
$687K +$131K +2,058 +25%
MG
536
Mather Group
Illinois
$679K +$70.1K +1,100 +12%
PFM
537
Privium Fund Management
Netherlands
$676K -$46.3K -727 -7%
NIM
538
NEOS Investment Management
Connecticut
$673K +$156K +2,447 +33%
DILIC
539
Dai-ichi Life Insurance Company
Japan
$661K -$1.15M -18,000 -65%
EFMC
540
Empire Financial Management Company
New York
$658K – – –
SSG
541
Summit Securities Group
New York
$657K +$618K +9,700 +970,000%
BBA
542
Baader Bank Aktiengesellschaft
Germany
$657K +$618K +9,703 New
CCM
543
Coldstream Capital Management
Washington
$655K +$103K +1,617 +20%
EA
544
Everpar Advisors
Oklahoma
$647K +$609K +9,554 New
CP
545
Camelot Portfolios
Ohio
$637K -$174K -2,732 -23%
EP
546
Eudaimonia Partners
Tennessee
$635K +$597K +9,372 New
TAM
547
Trust Asset Management
Texas
$633K – – –
DI
548
DFPG Investments
Utah
$624K +$17.4K +273 +3%
BFWA
549
Benchmark Financial Wealth Advisors
Florida
$623K +$3.06K +48 +0.5%
PS
550
Principal Securities
Iowa
$618K +$581K +9,122 New
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