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American International
AIG

Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
701
Plato Investment Management
Australia
$332K -$90.3K -1,211 -21%
PP
702
Patten & Patten
Tennessee
$331K -$113K -1,518 -25%
LSAG
703
Lake Street Advisors Group
New Hampshire
$329K -$1.04K -14 -0.3%
CFG
704
Citizens Financial Group
Rhode Island
$325K -$4.84K -65 -1%
LA
705
Legacy Advisors
Pennsylvania
$324K +$330K +4,429 New
KP
706
Keel Point
Alabama
$324K -$29.1K -391 -8%
FMP
707
Financial Management Professionals
Texas
$323K +$1.86K +25 +0.6%
MC
708
Moors & Cabot
Massachusetts
$321K -$17.9K -240 -5%
AWA
709
Aaron Wealth Advisors
Illinois
$319K +$58.7K +788 +22%
FWM
710
FFT Wealth Management
Pennsylvania
$319K +$25.6K +344 +9%
PFS
711
Prospera Financial Services
Texas
$318K -$13.2K -177 -4%
OTPPB
712
Ontario Teachers' Pension Plan Board
Ontario, Canada
$318K -$210K -2,824 -39%
HCM
713
Howard Capital Management
Georgia
$317K +$322K +4,322 New
AWA
714
Arete Wealth Advisors
Illinois
$313K -$587K -7,875 -65%
MW
715
Marcum Wealth
Ohio
$312K -$58.5K -785 -16%
EW
716
Elyxium Wealth
California
$312K +$317K +4,254 New
WE
717
Wealth Effects
Massachusetts
$311K – – –
GIA
718
GHP Investment Advisors
Colorado
$311K -$8.57K -115 -3%
WA
719
Wealth Alliance
New York
$309K -$478K -6,410 -60%
CHP
720
Cable Hill Partners
Oregon
$308K -$11.7K -157 -4%
SVWAG
721
Sound View Wealth Advisors Group
Georgia
$306K +$311K +4,176 New
CGL
722
Clarius Group LLC
Washington
$302K -$11.7K -157 -4%
BTI
723
Blue Trust Inc
Georgia
$298K +$193K +2,589 +181%
RCM
724
RMR Capital Management
California
$298K – – –
GA
725
Geller Advisors
New York
$297K -$250K -3,348 -45%
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