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American International
AIG

Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
726
Integrated Wealth Concepts
Massachusetts
$218K +$200K +3,442 New
MMA
727
Miracle Mile Advisors
California
$217K +$199K +3,424 New
QC
728
Quent Capital
New York
$212K +$6.46K +111 +3%
HWM
729
HB Wealth Management
Georgia
$212K +$195K +3,346 New
ZB
730
Zions Bancorporation
Utah
$211K +$14.7K +253 +8%
FNBT
731
FineMark National Bank & Trust
Florida
$209K +$193K +3,309 New
SWM
732
SeaCrest Wealth Management
New York
$209K +$192K +3,297 New
PFWA
733
Paces Ferry Wealth Advisors
Georgia
$207K +$190K +3,271 New
PA
734
Parallel Advisors
California
$205K -$21.4K -367 -10%
EWM
735
Endowment Wealth Management
Wisconsin
$203K +$187K +3,217 New
BIP
736
Blueprint Investment Partners
North Carolina
$203K +$187K +3,206 New
AL
737
Aspiriant LLC
California
$203K +$186K +3,203 New
EWM
738
Endurance Wealth Management
Rhode Island
$190K – – –
CWC
739
Carolinas Wealth Consulting
North Carolina
$185K -$7.68K -132 -4%
RFA
740
Resurgent Financial Advisors
Georgia
$183K +$169K +2,896 New
QCG
741
Quadrant Capital Group
Ohio
$183K -$21.4K -368 -11%
IRC
742
Investors Research Corp
Georgia
$179K – – –
EWA
743
EverSource Wealth Advisors
Alabama
$170K -$61.2K -1,052 -28%
WPWM
744
Western Pacific Wealth Management
Illinois
$164K +$46.8K +805 +45%
DCM
745
Dupont Capital Management
Delaware
$160K -$1.26M -21,604 -90%
BWA
746
BDO Wealth Advisors
Florida
$158K – – –
AA
747
Alta Advisers
United Kingdom
$152K – – –
TF
748
Tompkins Financial
New York
$149K -$5.82K -100 -4%
WTC
749
WhitTier Trust Company
Nevada
$149K -$931 -16 -0.7%
TFA
750
Toth Financial Advisory
Virginia
$144K +$1.69K +29 +1%
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30
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