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American International
AIG

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
601
Colony Group
Massachusetts
$306K -$2.52K -48 -0.7%
AWM
602
Axxcess Wealth Management
California
$302K +$8.67K +165 +3%
PTC
603
Petrus Trust Company
Texas
$302K +$334K +6,361 New
PA
604
Pinnacle Associates
New York
$295K +$89.8K +1,709 +38%
CGL
605
Clarius Group LLC
Washington
$290K -$22.4K -427 -7%
NIA
606
NIA Impact Advisors
California
$285K – – –
BIAS
607
Beacon Investment Advisory Services
New Jersey
$285K +$315K +6,000 New
DU
608
Delphia (USA)
Ontario, Canada
$283K +$313K +5,964 New
MA
609
MJP Associates
Connecticut
$281K +$777K +14,783 +7%
CC
610
Corton Capital
Ontario, Canada
$278K +$307K +5,854 New
AA
611
ALPS Advisors
Colorado
$276K -$6.46K -123 -2%
EI
612
Ellevest Inc
New York
$275K -$143K -2,730 -32%
FG
613
Fiduciary Group
Georgia
$275K – – –
TFCP
614
Twin Focus Capital Partners
Massachusetts
$272K +$735 +14 +0.2%
BWP
615
BSW Wealth Partners
Colorado
$268K +$297K +5,651 New
MC
616
Moors & Cabot
Massachusetts
$266K -$10.8K -206 -4%
FCAG
617
First Capital Advisors Group
New Jersey
$265K -$22.9K -435 -7%
SIA
618
SkyView Investment Advisors
New Jersey
$265K -$22.9K -435 -7%
BAM
619
Belpointe Asset Management
Nevada
$265K +$293K +5,574 New
CAN
620
Cetera Advisor Networks
California
$264K -$1.58K -30 -0.5%
NSEDCP
621
NJ State Employees Deferred Compensation Plan
New Jersey
$261K – – –
IA
622
IFP Advisors
Florida
$261K +$16.4K +313 +7%
GAMC
623
Garner Asset Management Corp
Texas
$259K -$51.5K -980 -15%
HFM
624
Harvest Fund Management
China
$257K -$334K -6,360 -54%
ICP
625
Interchange Capital Partners
Pennsylvania
$254K +$282K +5,368 New
23 24
25
26 27