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American International
AIG

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
576
Atomi Financial Group
New York
$655K +$61.8K +808 +10%
EFG
577
Everhart Financial Group
Ohio
$653K +$92.9K +1,215 +16%
LNWWM
578
Laird Norton Wetherby Wealth Management
California
$652K -$17.8K -233 -3%
GI
579
GAMMA Investing
California
$651K +$154K +2,018 +30%
NG
580
Norden Group
Utah
$648K -$109K -1,423 -14%
DFCM
581
Dark Forest Capital Management
Puerto Rico
$644K +$663K +8,672 New
AWM
582
AE Wealth Management
Kansas
$642K -$4.6M -60,124 -87%
SFM
583
Signet Financial Management
New Jersey
$642K -$7.49K -98 -1%
TCA
584
Transcend Capital Advisors
New Jersey
$640K +$310K +4,058 +89%
PFM
585
Privium Fund Management
Netherlands
$639K -$80.4K -1,052 -11%
VA
586
Vident Advisory
Georgia
$638K +$79.4K +1,039 +14%
MMG
587
Monetary Management Group
Missouri
$634K – – –
CAM
588
Cidel Asset Management
Ontario, Canada
$633K -$1.16M -15,126 -64%
DWM
589
Diversify Wealth Management
Utah
$633K +$690K +9,023 New
GL
590
Graypoint LLC
New York
$631K +$994 +13 +0.2%
CP
591
Camelot Portfolios
Ohio
$628K – – –
HAG
592
HighPoint Advisor Group
Illinois
$628K +$23.7K +310 +4%
BBA
593
Baader Bank Aktiengesellschaft
Germany
$625K +$764 +10 +0.1%
SCM
594
Steele Capital Management
Iowa
$624K – – –
AG
595
Ascent Group
Virginia
$624K +$28.8K +377 +5%
DAS
596
Dynamic Advisor Solutions
Arizona
$620K +$15.9K +208 +3%
MC
597
Machina Capital
France
$620K +$639K +8,356 New
DILIC
598
Dai-ichi Life Insurance Company
Japan
$619K – – –
SMA
599
Sage Mountain Advisors
Georgia
$619K +$125K +1,639 +24%
MPPW
600
Mitchell & Pahl Private Wealth
Oklahoma
$618K -$1.53K -20 -0.2%
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