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American International
AIG

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
651
Catalyst Financial Partners
Massachusetts
$463K +$36.9K +483 +8%
OWA
652
One Wealth Advisors
California
$461K +$489K +6,399 New
CWM
653
Calamos Wealth Management
Illinois
$460K -$70K -916 -13%
GLR
654
Great Lakes Retirement
Ohio
$460K +$473K +6,191 New
1WA
655
180 Wealth Advisors
Washington
$458K +$455K +5,954 New
LC
656
Lindbrook Capital
California
$456K -$39.9K -522 -8%
HWAM
657
Hennion & Walsh Asset Management
New Jersey
$454K +$468K +6,119 New
SWM
658
Silverlake Wealth Management
Vermont
$454K -$13.6K -178 -3%
CA
659
Clearstead Advisors
Ohio
$450K +$213K +2,782 +85%
PP
660
Patten & Patten
Tennessee
$448K -$30.6K -400 -6%
FI
661
Finivi Inc
Massachusetts
$447K – – –
AI
662
AdvisorShares Investments
Maryland
$447K +$459K +5,999 New
AF
663
Allworth Financial
California
$442K -$853K -11,164 -65%
HPC
664
HM Payson & Co
Maine
$438K – – –
MOS
665
MGO One Seven
Ohio
$437K +$60.3K +789 +15%
PWM
666
Perigon Wealth Management
California
$433K +$15.1K +197 +3%
CCA
667
Checchi Capital Advisers
California
$430K +$18K +236 +4%
FBT
668
First Bank & Trust
South Dakota
$427K +$34.8K +455 +9%
PIM
669
Plato Investment Management
Australia
$427K +$60.2K +788 +16%
OAM
670
Oxford Asset Management
United Kingdom
$426K +$69.7K +912 +19%
S
671
SignatureFD
Georgia
$422K -$7.57K -99 -2%
CI
672
Conning Inc
Connecticut
$419K +$22.6K +296 +6%
WT
673
Whittier Trust
California
$418K -$2.83K -37 -0.7%
PWMAG
674
Pinnacle Wealth Management Advisory Group
New Jersey
$418K +$5.5K +72 +1%
DM
675
Deerfield Management
New York
$413K +$425K +5,562 New
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