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American International
AIG

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
626
Sentry Investment Management
Wisconsin
$282K – – –
AFP
627
Ausdal Financial Partners
Iowa
$282K – – –
OWA
628
One Wealth Advisors
California
$276K -$11.2K -208 -4%
CIC
629
Carnegie Investment Counsel
Ohio
$275K – – –
BWP
630
BSW Wealth Partners
Colorado
$273K -$376 -7 -0.1%
CFP
631
Catalyst Financial Partners
Massachusetts
$272K +$15.7K +292 +7%
PWPS
632
Pinnacle Wealth Planning Services
Ohio
$271K -$12.9K -241 -5%
TCA
633
Transcend Capital Advisors
New Jersey
$268K – – –
AAS
634
Avantax Advisory Services
Texas
$268K -$9.56K -178 -4%
NP
635
NorthRock Partners
Minnesota
$266K +$248K +4,626 New
SCM
636
Shelton Capital Management
Colorado
$265K – – –
CCA
637
Cobblestone Capital Advisors
New York
$265K +$1.13K +21 +0.5%
SWM
638
Spire Wealth Management
Virginia
$262K +$79.7K +1,484 +48%
HCM
639
Hollencrest Capital Management
California
$260K – – –
HFM
640
Harvest Fund Management
China
$259K +$200K +3,719 +471%
ECM
641
Evergreen Capital Management
Washington
$259K -$37.7K -702 -13%
BTW
642
Boston Trust Walden
Massachusetts
$259K – – –
BWM
643
Buckley Wealth Management
Nevada
$259K – – –
PFGIA
644
Patriot Financial Group Insurance Agency
Massachusetts
$259K +$4.13K +77 +2%
AF
645
Advisornet Financial
Minnesota
$253K -$12.2K -228 -5%
PWMAG
646
Pinnacle Wealth Management Advisory Group
New Jersey
$251K -$56.2K -1,046 -19%
AWM
647
Axxcess Wealth Management
California
$249K -$3.11K -58 -1%
SA
648
Syntax Advisors
New York
$247K -$26.6K -495 -10%
VCG
649
Vantage Consulting Group
Virginia
$247K -$26.6K -495 -10%
GIA
650
GHP Investment Advisors
Colorado
$246K -$22.2K -413 -9%
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