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American International
AIG

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
601
Courier Capital
New York
$595K -$4K -50 -0.7%
BFG
602
Birch Financial Group
New Hampshire
$594K +$556K +6,944 New
SAI
603
Savvy Advisors Inc
New York
$594K +$223K +2,789 +67%
AC
604
AXQ Capital
New Jersey
$590K +$552K +6,901 New
KP
605
Keel Point
Alabama
$590K -$22.5K -281 -4%
AP
606
Americana Partners
Texas
$587K -$548K -6,850 -50%
GSEP
607
Golden State Equity Partners
California
$584K +$30K +375 +6%
CA
608
Clearstead Advisors
Ohio
$577K +$51K +637 +10%
IC
609
IKE Capital
New York
$570K +$534K +6,668 New
ZBNA
610
Zions Bancorporation, National Association
Utah
$569K +$83.1K +1,038 +18%
TPW
611
Transatlantique Private Wealth
New York
$568K – – –
IIM
612
Intact Investment Management
Quebec, Canada
$565K – – –
FRM
613
Fox Run Management
Connecticut
$560K +$524K +6,547 New
CGIM
614
Cannon Global Investment Management
Florida
$556K +$520K +6,500 New
HIIFS
615
Harel Insurance Investments & Financial Services
Israel
$556K +$520K +6,500 New
BFWA
616
Benchmark Financial Wealth Advisors
Florida
$554K +$4K +50 +0.8%
CFP
617
Catalyst Financial Partners
Massachusetts
$554K +$6.8K +85 +1%
VA
618
VestGen Advisors
Illinois
$554K -$33.5K -419 -6%
FAMI
619
Fideuram Asset Management (Ireland)
$551K +$549K +6,866 New
S
620
SignatureFD
Georgia
$549K -$20.7K -259 -4%
LGA
621
Lebenthal Global Advisors
New York
$549K +$129K +1,618 +34%
SYBT
622
Stock Yards Bank & Trust
Kentucky
$548K – – –
BBA
623
Baader Bank Aktiengesellschaft
Germany
$547K +$513K +6,409 New
ASN
624
Advisory Services Network
Georgia
$543K -$18.7K -234 -4%
HAG
625
HighPoint Advisor Group
Illinois
$542K -$23K -287 -4%
23 24
25
26 27