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American International
AIG

Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
576
Avantax Advisory Services
Texas
$377K +$60.8K +1,047 +17%
BCM
577
Bayesian Capital Management
New York
$374K +$424K +7,306 New
S
578
Seeyond
France
$371K -$8.48K -146 -2%
MM
579
MQS Management
New York
$368K +$419K +7,207 New
GVAG
580
Great Valley Advisor Group
Delaware
$367K +$417K +7,173 New
CAM
581
Cresset Asset Management
Illinois
$366K -$581K -9,995 -58%
ECM
582
Evergreen Capital Management
Washington
$364K +$102K +1,756 +33%
MW
583
Marcum Wealth
Ohio
$363K -$20.2K -348 -5%
WE
584
Wealth Effects
Massachusetts
$362K – – –
HAG
585
HighPoint Advisor Group
Illinois
$361K +$412K +7,086 New
MVA
586
Mount Vernon Associates
Maryland
$360K – – –
HA
587
Harbor Advisors
Florida
$358K – – –
DWM
588
Drive Wealth Management
Utah
$351K -$16.4K -283 -4%
LC
589
Lindbrook Capital
California
$351K +$23.5K +405 +6%
TCA
590
Transcend Capital Advisors
New Jersey
$345K -$6.51K -112 -2%
AC
591
Annandale Capital
Texas
$343K +$23.2K +400 +6%
EWA
592
EP Wealth Advisors
California
$343K +$54.1K +931 +16%
SYBT
593
Stock Yards Bank & Trust
Kentucky
$343K +$198K +3,401 +103%
VCA
594
Verdence Capital Advisors
Maryland
$340K +$175K +3,006 +83%
SBIA
595
Sheaff Brock Investment Advisors
Indiana
$338K +$384K +6,615 New
PP
596
Patten & Patten
Tennessee
$337K – – –
SW
597
SteelPeak Wealth
California
$337K +$383K +6,600 New
BFM
598
Boothbay Fund Management
New York
$336K +$381K +6,563 New
CGL
599
Clarius Group LLC
Washington
$335K +$19.5K +335 +5%
CG
600
Colony Group
Massachusetts
$332K +$1.86K +32 +0.5%
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