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American International
AIG

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
701
Voleon Capital Management
California
$385K +$374K +4,497 New
CNBOF
702
City National Bank of Florida
Florida
$384K +$45.8K +550 +14%
SW
703
Simplicity Wealth
New Jersey
$384K +$45.4K +545 +14%
RBI
704
Raiffeisen Bank International
Austria
$382K – – –
SOW
705
State of Wyoming
Wyoming
$380K +$370K +4,442 New
PP
706
Patten & Patten
Tennessee
$376K – – –
HNB
707
Hilltop National Bank
Wyoming
$371K +$361K +4,340 New
CAS
708
CTC Alternative Strategies
Illinois
$370K -$40K -480 -10%
DAS
709
Dynamic Advisor Solutions
Arizona
$367K +$11.6K +139 +3%
SFC
710
SYM Financial Corp
Indiana
$366K -$49.9K -599 -12%
FG
711
Fiduciary Group
Georgia
$366K – – –
SCM
712
SCS Capital Management
Massachusetts
$364K +$136K +1,635 +63%
SIA
713
Soltis Investment Advisors
Utah
$361K +$42K +505 +14%
AWA
714
Arete Wealth Advisors
Illinois
$360K -$6.91K -83 -2%
BTWM
715
Baker Tilly Wealth Management
Wisconsin
$358K -$6.41K -77 -2%
NW
716
NewEdge Wealth
Pennsylvania
$357K -$52.8K -634 -12%
LAM
717
LECAP Asset Management
United Kingdom
$356K -$1.4M -16,806 -80%
BG
718
Bollard Group
Massachusetts
$356K +$18.2K +219 +6%
CIC
719
Carnegie Investment Counsel
Ohio
$353K -$15.4K -185 -4%
CW
720
Code Waechter
Florida
$352K +$105K +1,267 +45%
GIA
721
GHP Investment Advisors
Colorado
$351K -$6.16K -74 -2%
DMBA
722
Deseret Mutual Benefit Administrators
Utah
$350K – – –
SAM
723
Shell Asset Management
Netherlands
$350K +$341K +4,095 New
RCM
724
RMR Capital Management
California
$348K – – –
PMG
725
ProVise Management Group
Florida
$346K – – –
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