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American International
AIG

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
601
Penserra Capital Management
California
$171K +$15.8K +307 +11%
EWM
602
Endurance Wealth Management
Rhode Island
$165K – – –
BCA
603
Berman Capital Advisors
Georgia
$162K +$95.3K +1,850 +166%
FBT
604
First Bank & Trust
South Dakota
$155K -$7.99K -155 -5%
IRC
605
Investors Research Corp
Georgia
$155K +$464 +9 +0.3%
WB
606
Webster Bank
Connecticut
$152K +$12.1K +234 +9%
CWC
607
Carolinas Wealth Consulting
North Carolina
$150K -$187K -3,637 -57%
PA
608
Parallel Advisors
California
$150K +$4.64K +90 +3%
BAM
609
Barrett Asset Management
New York
$145K – – –
QCG
610
Quadrant Capital Group
Ohio
$145K +$3.14K +61 +2%
SWA
611
Sutton Wealth Advisors
Florida
$139K +$464 +9 +0.4%
BAM
612
Belpointe Asset Management
Nevada
$131K -$38.2K -742 -24%
PFGIA
613
Patriot Financial Group Insurance Agency
Massachusetts
$130K +$31.6K +614 +35%
CFGS
614
Concourse Financial Group Securities
Alabama
$127K +$7.37K +143 +7%
FWM
615
Focused Wealth Management
New York
$126K +$2.94K +57 +3%
APA
616
American Portfolios Advisors
New York
$124K -$45.6K -885 -28%
TFA
617
Toth Financial Advisory
Virginia
$124K -$36.1K -700 -24%
CLOS
618
Compagnie Lombard Odier SCmA
Switzerland
$120K – – –
SWM
619
Selective Wealth Management
Virginia
$115K +$103K +2,000 +2,000%
UAML
620
US Asset Management LLC
Pennsylvania
$115K +$108K +2,095 New
BFG
621
Baron Financial Group
New Jersey
$114K – – –
SWM
622
Spire Wealth Management
Virginia
$113K +$20.6K +400 +24%
T
623
TOBAM
France
$113K +$73.6K +1,428 +226%
ME
624
McIlrath & Eck
Washington
$111K – – –
WTC
625
WhitTier Trust Company
Nevada
$109K +$12.1K +235 +13%
23 24
25
26 27