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American International
AIG

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
551
SVB Wealth
Massachusetts
$615K -$4.59K -72 -0.8%
KCM
552
Kathmere Capital Management
Pennsylvania
$610K -$54.1K -849 -9%
LNWWM
553
Laird Norton Wetherby Wealth Management
California
$610K +$10.4K +164 +2%
EF
554
Empowered Funds
Pennsylvania
$609K +$93.3K +1,465 +19%
MMPW
555
Mitchell McLeod Pugh & Williams
Alabama
$607K -$13.6K -214 -2%
MPPW
556
Mitchell & Pahl Private Wealth
Oklahoma
$605K -$4.08K -64 -0.7%
STA
557
Summit Trail Advisors
New York
$600K -$59.8K -939 -10%
EGM
558
Engineers Gate Manager
New York
$593K +$558K +8,754 New
GL
559
Graypoint LLC
New York
$586K +$57.1K +896 +12%
AG
560
Ascent Group
Virginia
$580K -$18.9K -297 -3%
MMG
561
Monetary Management Group
Missouri
$579K – – –
BF
562
BOK Financial
Oklahoma
$578K +$6.43K +101 +1%
TPW
563
Transatlantique Private Wealth
New York
$576K -$255 -4 -0%
SFM
564
Signet Financial Management
New Jersey
$576K -$74.5K -1,170 -12%
FFS
565
Founders Financial Securities
Maryland
$574K +$8.6K +135 +2%
SCM
566
Steele Capital Management
Iowa
$573K +$539K +8,458 New
HAG
567
HighPoint Advisor Group
Illinois
$571K +$475K +7,451 New
MYAM
568
Meiji Yasuda Asset Management
Japan
$561K -$12.1K -190 -2%
DAS
569
Dynamic Advisor Solutions
Arizona
$556K +$52.7K +827 +11%
AGWCA
570
Annis Gardner Whiting Capital Advisors
Florida
$554K +$57K +895 +12%
EIP
571
Epoch Investment Partners
New York
$550K +$3K +47 +0.6%
CL
572
CSS LLC
Illinois
$542K +$191K +3,000 +60%
WBC
573
Westpac Banking Corp
Australia
$538K -$1.11M -17,425 -69%
JHCP
574
Jackson Hole Capital Partners
Oklahoma
$536K – – –
GRP
575
Global Retirement Partners
California
$535K +$2.87K +45 +0.6%
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