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American International
AIG

Name Holding Trade Value Shares
Change 		Change in
Stake
FMI
626
Frec Markets Inc
California
$506K +$212K +2,776 +70%
HIP
627
HUB Investment Partners
Texas
$505K +$150K +1,961 +41%
PWM
628
Perigon Wealth Management
California
$504K +$30.9K +404 +6%
CC
629
Courier Capital
New York
$503K -$20.7K -270 -4%
PCA
630
Pallas Capital Advisors
Massachusetts
$500K -$751K -9,811 -60%
BT
631
Banque Transatlantique
France
$500K +$508K +6,640 New
GIM
632
Generali Investments Management
Slovenia
$499K -$261K -3,418 -34%
BEI
633
Benjamin Edwards Inc
Missouri
$497K +$309K +4,042 +157%
IIM
634
Intact Investment Management
Quebec, Canada
$497K – – –
ABLA
635
Alan B. Lancz & Associates
Ohio
$494K +$153K +2,000 +44%
BFWA
636
Benchmark Financial Wealth Advisors
Florida
$488K +$918 +12 +0.2%
CFP
637
Catalyst Financial Partners
Massachusetts
$486K -$536 -7 -0.1%
PCIA
638
Prime Capital Investment Advisors
Kansas
$485K -$230K -3,009 -32%
SYBT
639
Stock Yards Bank & Trust
Kentucky
$482K – – –
CPIG
640
Chicago Partners Investment Group
Illinois
$474K +$223K +2,910 +87%
DO
641
denkapparat Operations
Germany
$473K -$405K -5,300 -46%
MA
642
MCF Advisors
Kentucky
$472K +$2.68K +35 +0.6%
CI
643
CX Institutional
Indiana
$470K -$63.3K -827 -12%
S
644
SignatureFD
Georgia
$470K -$13.2K -172 -3%
SWM
645
Silverlake Wealth Management
Vermont
$470K +$2.75K +36 +0.6%
SCA
646
Snowden Capital Advisors
New York
$469K -$338K -4,419 -41%
ZBNA
647
Zions Bancorporation, National Association
Utah
$469K -$32.1K -419 -6%
WG
648
Winton Group
United Kingdom
$464K +$471K +6,160 New
AFP
649
ATLas Financial Planning
Georgia
$463K – – –
PWMAG
650
Pinnacle Wealth Management Advisory Group
New Jersey
$462K +$33.5K +438 +8%
24 25
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