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American International
AIG

Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
676
Glassman Wealth Services
Virginia
$14K +$10.1K +237 +258%
ATC
677
Adirondack Trust Company
New York
$13K – – –
BWP
678
Baldwin Wealth Partners
Massachusetts
$13K – – –
JIP
679
JBJ Investment Partners
South Carolina
$13K +$13.3K +312 New
PFGIA
680
Patriot Financial Group Insurance Agency
Massachusetts
$12K – – –
SIS
681
Sound Income Strategies
Florida
$12K +$128 +3 +1%
MSA
682
Marino Stram & Associates
Massachusetts
$12K +$2.99K +70 +32%
BWM
683
BerganKDV Wealth Management
Minnesota
$11K – – –
CCM
684
Cribstone Capital Management
Maine
$11K – – –
TFO
685
Tarbox Family Office
California
$11K – – –
SMFS
686
Squar Milner Financial Services
California
$11K +$8.68K +203 +363%
C
687
Cerebellum
California
$10K -$268K -6,266 -96%
VCM
688
Versant Capital Management
Arizona
$10K -$2.61K -61 -20%
CHP
689
Cable Hill Partners
Oregon
$10K – – –
OWA
690
One Wealth Advisors
California
$10K +$10K +234 New
M
691
MOTCO
Texas
$9K -$43 -1 -0.5%
GI
692
Gradient Investments
Minnesota
$9K – – –
LJHT
693
Laurie J. Hall Trustee
$9K – – –
NSB
694
Norway Savings Bank
Maine
$9K – – –
CI
695
CX Institutional
Indiana
$9K +$8.51K +199 New
TFGT
696
TS Financial Group (TSFG)
Illinois
$9K +$8.77K +205 New
CIA
697
CSat Investment Advisory
Michigan
$8K -$684 -16 -8%
GAM
698
Gemmer Asset Management
California
$8K – – –
TI
699
Truehand Inc
New Hampshire
$8K – – –
LFA
700
Legacy Financial Advisors
Kentucky
$8K +$1.92K +45 +31%
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