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American International
AIG

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
651
Checchi Capital Advisers
California
$488K +$10.3K +132 +2%
OIA
652
OneDigital Investment Advisors
Kansas
$488K +$191K +2,458 +78%
PPWP
653
Premier Path Wealth Partners
New Jersey
$485K -$5.13K -66 -1%
HIP
654
Harrell Investment Partners
Texas
$484K +$432K +5,562 New
CW
655
CreativeOne Wealth
Kansas
$482K +$108K +1,390 +33%
KP
656
Keel Point
Alabama
$480K +$25.5K +328 +6%
NSEDCP
657
NJ State Employees Deferred Compensation Plan
New Jersey
$478K – – –
LIM
658
Longfellow Investment Management
Massachusetts
$475K – – –
PA
659
Parallel Advisors
California
$470K +$39.5K +508 +10%
AC
660
ASB Consultores
Florida
$469K +$98.9K +1,273 +31%
SW
661
SVB Wealth
Massachusetts
$466K -$34.9K -449 -8%
AWA
662
Aaron Wealth Advisors
Illinois
$464K +$37.8K +487 +10%
NW
663
NewEdge Wealth
Pennsylvania
$461K +$143K +1,846 +53%
LF
664
LifePlan Financial
Minnesota
$459K -$11.5K -148 -3%
EI
665
Ellevest Inc
New York
$456K -$6.53K -84 -2%
VWM
666
Venturi Wealth Management
Texas
$453K -$11.9M -153,024 -97%
CSP
667
Cary Street Partners
Virginia
$448K -$27K -347 -6%
FMP
668
Financial Management Professionals
Texas
$446K +$13.9K +179 +4%
CAG
669
Crestwood Advisors Group
Massachusetts
$444K +$78.7K +1,013 +25%
MA
670
MCF Advisors
Kentucky
$444K -$10.3K -132 -3%
AF
671
Allworth Financial
California
$442K +$15.5K +200 +4%
CFS
672
CRA Financial Services
New Jersey
$437K – – –
HCM
673
Hollencrest Capital Management
California
$436K – – –
LS
674
Livforsakringsbolaget Skandia
Sweden
$435K – – –
AFP
675
Ausdal Financial Partners
Iowa
$435K +$8.63K +111 +2%
25 26
27
28 29