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American International
AIG

Name Holding Trade Value Shares
Change 		Change in
Stake
FBT
626
First Bank & Trust
South Dakota
$542K +$855 +11 +0.2%
CFP
627
Catalyst Financial Partners
Massachusetts
$541K +$6.06K +78 +1%
PWM
628
Perigon Wealth Management
California
$541K -$27.4K -353 -5%
LFAS
629
Level Four Advisory Services
Texas
$541K +$264K +3,393 +120%
SWM
630
Silverlake Wealth Management
Vermont
$539K +$2.1K +27 +0.4%
AIC
631
Argus Investors Counsel
New York
$537K -$11.5K -148 -2%
OWA
632
One Wealth Advisors
California
$535K +$103K +1,323 +27%
CFO
633
Callan Family Office
Pennsylvania
$534K -$175K -2,257 -27%
BWP
634
BSW Wealth Partners
Colorado
$533K -$72.8K -937 -13%
CI
635
Cigna Investments
Connecticut
$531K -$25.7K -331 -5%
CFB
636
Cullen/Frost Bankers
Texas
$528K -$6.29K -81 -1%
AIM
637
Aspen Investment Management
Michigan
$526K +$66.3K +853 +16%
FI
638
Finivi Inc
Massachusetts
$524K – – –
CIA
639
Choate Investment Advisors
Massachusetts
$521K +$6.45K +83 +1%
VA
640
VestGen Advisors
Illinois
$519K +$464K +5,975 New
HPC
641
HM Payson & Co
Maine
$516K – – –
ZBNA
642
Zions Bancorporation, National Association
Utah
$515K +$460K +5,918 New
GLR
643
Great Lakes Retirement
Ohio
$512K -$7.38K -95 -2%
SAM
644
Smartleaf Asset Management
Massachusetts
$501K +$121K +1,558 +35%
SC
645
SummitTX Capital
Texas
$496K +$444K +5,708 New
WPWM
646
Western Pacific Wealth Management
Illinois
$493K +$9.71K +125 +2%
PWMAG
647
Pinnacle Wealth Management Advisory Group
New Jersey
$493K +$4.97K +64 +1%
OWA
648
Opal Wealth Advisors
New York
$493K +$440K +5,666 New
BPW
649
Bingham Private Wealth
California
$492K +$183K +2,349 +71%
AIP
650
Ameritas Investment Partners
Nebraska
$491K -$33K -425 -7%
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