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American International
AIG

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
676
Geller Advisors
New York
$218K – – –
SRG
677
SBB Research Group
Illinois
$218K +$248K +4,262 New
HCM
678
Hollencrest Capital Management
California
$217K -$58.1K -1,000 -19%
GIA
679
Gateway Investment Advisers
Ohio
$216K +$1.28K +22 +0.5%
PGIM
680
Pacific Global Investment Management
California
$215K -$3.6K -62 -1%
AF
681
Advisornet Financial
Minnesota
$213K -$7.32K -126 -3%
T
682
TOBAM
France
$210K +$174K +3,003 +272%
KFSC
683
Keystone Financial Services (Colorado)
Colorado
$207K -$5.05K -87 -2%
PA
684
Parallel Advisors
California
$206K +$20.7K +357 +10%
GL
685
Graypoint LLC
New York
$204K -$16.6K -286 -7%
PFG
686
PAX Financial Group
Texas
$202K +$229K +3,948 New
DAS
687
Dynamic Advisor Solutions
Arizona
$201K -$9K -155 -4%
BAM
688
Boyar Asset Management
New York
$201K – – –
GBT
689
Grove Bank & Trust
Florida
$200K – – –
PVH
690
Psagot Value Holdings
Israel
$197K – – –
TCWM
691
Total Clarity Wealth Management
Illinois
$195K -$116 -2 -0.1%
SWM
692
Spire Wealth Management
Virginia
$195K +$26.8K +462 +14%
MA
693
MCF Advisors
Kentucky
$193K +$232 +4 +0.1%
QCG
694
Quadrant Capital Group
Ohio
$193K +$47.9K +824 +28%
PCM
695
Penserra Capital Management
California
$192K -$326K -5,617 -60%
ABLA
696
Alan B. Lancz & Associates
Ohio
$190K – – –
BG
697
Bollard Group
Massachusetts
$190K +$1.34K +23 +0.6%
HNB
698
Huntington National Bank
Ohio
$188K +$75.6K +1,302 +55%
PFGIA
699
Patriot Financial Group Insurance Agency
Massachusetts
$187K +$32.6K +561 +18%
WTC
700
WhitTier Trust Company
Nevada
$179K +$55.6K +957 +38%
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