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American International
AIG

Name Holding Trade Value Shares
Change 		Change in
Stake
ISWM
701
Independent Solutions Wealth Management
New York
$247K +$227K +3,908 New
AC
702
Annandale Capital
Texas
$247K -$64K -1,100 -22%
AGC
703
Aspen Grove Capital
Colorado
$246K +$226K +3,891 New
CFO
704
Collective Family Office
Pennsylvania
$245K +$226K +3,879 New
TNBTD
705
Trustmark National Bank Trust Department
Mississippi
$245K +$225K +3,871 New
C
706
Covestor
United Kingdom
$242K -$13.5K -232 -6%
KMWM
707
Keudell/Morrison Wealth Management
Oregon
$242K +$222K +3,821 New
SCFS
708
S.C. Financial Services
Arizona
$241K +$222K +3,814 New
AWM
709
Ameliora Wealth Management
Switzerland
$241K – – –
PFG
710
PAX Financial Group
Texas
$239K +$220K +3,784 New
DLG
711
Daniel L. Goodwin
$237K +$218K +3,750 New
BG
712
Bollard Group
Massachusetts
$237K +$1.11K +19 +0.5%
PCMC
713
Paragon Capital Management (Colorado)
Colorado
$237K +$218K +3,746 New
ABLA
714
Alan B. Lancz & Associates
Ohio
$236K – – –
SIA
715
SkyView Investment Advisors
New Jersey
$235K -$109K -1,876 -34%
FCAG
716
First Capital Advisors Group
New Jersey
$235K -$109K -1,876 -34%
BCM
717
Becker Capital Management
Oregon
$234K -$44.5K -765 -17%
GIA
718
Gateway Investment Advisers
Ohio
$233K +$214K +3,680 New
ECG
719
Edge Capital Group
Georgia
$231K +$212K +3,646 New
JF
720
Jump Financial
Illinois
$222K -$3.3M -56,736 -94%
SWM
721
Spire Wealth Management
Virginia
$222K +$4.71K +81 +2%
WI
722
Wintrust Investments
Illinois
$222K +$204K +3,503 New
HNB
723
Huntington National Bank
Ohio
$221K -$756 -13 -0.4%
BCA
724
Bay Colony Advisors
Massachusetts
$219K +$202K +3,470 New
SOW
725
State of Wyoming
Wyoming
$219K -$9.25K -159 -4%
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