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American International
AIG

Name Holding Trade Value Shares
Change 		Change in
Stake
NP
626
NorthRock Partners
Minnesota
$313K +$31.9K +535 +12%
EFG
627
Everhart Financial Group
Ohio
$312K +$54.8K +918 +22%
MA
628
MCF Advisors
Kentucky
$310K +$5.37K +90 +2%
CFS
629
CRA Financial Services
New Jersey
$305K – – –
CFP
630
Catalyst Financial Partners
Massachusetts
$303K +$16.6K +278 +6%
CL
631
CSS LLC
Illinois
$303K +$299K +5,000 New
MA
632
MJP Associates
Connecticut
$301K +$5.49K +92 +0%
WB
633
WesBanco Bank
West Virginia
$297K – – –
AFP
634
Ausdal Financial Partners
Iowa
$297K – – –
CFGS
635
Concourse Financial Group Securities
Alabama
$297K +$113K +1,898 +63%
WE
636
Wealth Effects
Massachusetts
$295K -$18.8K -315 -6%
CTA
637
Chesley Taft & Associates
Illinois
$293K +$74K +1,240 +35%
AAS
638
Avantax Advisory Services
Texas
$292K +$9.97K +167 +4%
TFCP
639
Twin Focus Capital Partners
Massachusetts
$291K -$52.4K -877 -15%
CIC
640
Carnegie Investment Counsel
Ohio
$290K – – –
LAS
641
Lloyd Advisory Services
Georgia
$289K +$285K +4,777 New
NG
642
Norden Group
Utah
$289K +$285K +4,777 New
PWMG
643
Provence Wealth Management Group
California
$289K -$31.3K -525 -10%
PWMAG
644
Pinnacle Wealth Management Advisory Group
New Jersey
$288K +$23.4K +392 +9%
PWPS
645
Pinnacle Wealth Planning Services
Ohio
$287K +$955 +16 +0.3%
OWA
646
One Wealth Advisors
California
$284K -$6.81K -114 -2%
TCA
647
Transcend Capital Advisors
New Jersey
$283K – – –
AC
648
Annandale Capital
Texas
$282K +$32.8K +550 +13%
PFGIA
649
Patriot Financial Group Insurance Agency
Massachusetts
$281K +$8.66K +145 +3%
RCAG
650
Rehmann Capital Advisory Group
Michigan
$280K -$254K -4,249 -48%
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