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American International
AIG

Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
526
Wedmont Private Capital
Pennsylvania
$900K +$26K +365 +3%
SIG
527
Stonegate Investment Group
Alabama
$895K +$89.9K +1,260 +12%
NP
528
NorthRock Partners
Minnesota
$889K +$84.9K +1,190 +12%
IMCOOI
529
Investment Management Corp of Ontario (IMCO)
Canada
$887K -$378K -5,300 -32%
HWM
530
HB Wealth Management
Georgia
$886K -$9.63K -135 -1%
AC
531
AlphaCore Capital
California
$869K +$793K +11,117 New
JF
532
Jump Financial
Illinois
$868K +$793K +11,106 New
LF
533
LifePlan Financial
Minnesota
$868K -$129K -1,814 -14%
IGAM
534
iA Global Asset Management
Quebec, Canada
$867K +$31K +435 +4%
PAM
535
Panagora Asset Management
Massachusetts
$867K -$24.2M -339,279 -97%
PCIA
536
Prime Capital Investment Advisors
Kansas
$865K -$127K -1,778 -14%
WA
537
Wealth Alliance
New York
$857K -$109K -1,524 -12%
CT
538
ClearAlpha Technologies
Connecticut
$856K -$802K -11,244 -51%
EF
539
Empowered Funds
Pennsylvania
$850K +$134K +1,877 +21%
STA
540
Summit Trail Advisors
New York
$847K +$142K +1,987 +22%
SP
541
Symmetry Partners
Connecticut
$834K – – –
CWA
542
CM Wealth Advisors
Ohio
$833K +$741K +10,377 New
PCP
543
Proficio Capital Partners
Massachusetts
$825K +$5.85K +82 +0.8%
PA
544
Profund Advisors
Maryland
$817K +$22.8K +320 +3%
SCA
545
Snowden Capital Advisors
New York
$815K -$82.3K -1,153 -10%
SFI
546
Siemens Fonds Invest
Germany
$803K -$48.7K -682 -6%
MYAM
547
Meiji Yasuda Asset Management
Japan
$800K +$139K +1,950 +24%
QI
548
Qtron Investments
Massachusetts
$800K – – –
OAM
549
Ostrum Asset Management
France
$798K – – –
BRWA
550
B. Riley Wealth Advisors
Florida
$796K +$120K +1,675 +15%
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