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American International
AIG

Name Holding Trade Value Shares
Change 		Change in
Stake
MMA
726
Miracle Mile Advisors
California
$217K +$199K +3,424 New
QC
727
Quent Capital
New York
$212K +$6.46K +111 +3%
HWM
728
HB Wealth Management
Georgia
$212K +$195K +3,346 New
ZB
729
Zions Bancorporation
Utah
$211K +$14.7K +253 +8%
FNBT
730
FineMark National Bank & Trust
Florida
$209K +$193K +3,309 New
SWM
731
SeaCrest Wealth Management
New York
$209K +$192K +3,297 New
PFWA
732
Paces Ferry Wealth Advisors
Georgia
$207K +$190K +3,271 New
PA
733
Parallel Advisors
California
$205K -$21.4K -367 -10%
EWM
734
Endowment Wealth Management
Wisconsin
$203K +$187K +3,217 New
BIP
735
Blueprint Investment Partners
North Carolina
$203K +$187K +3,206 New
AL
736
Aspiriant LLC
California
$203K +$186K +3,203 New
EWM
737
Endurance Wealth Management
Rhode Island
$190K – – –
CWC
738
Carolinas Wealth Consulting
North Carolina
$185K -$7.68K -132 -4%
RFA
739
Resurgent Financial Advisors
Georgia
$183K +$169K +2,896 New
QCG
740
Quadrant Capital Group
Ohio
$183K -$21.4K -368 -11%
IRC
741
Investors Research Corp
Georgia
$179K – – –
EWA
742
EverSource Wealth Advisors
Alabama
$170K -$61.2K -1,052 -28%
WPWM
743
Western Pacific Wealth Management
Illinois
$164K +$46.8K +805 +45%
DCM
744
Dupont Capital Management
Delaware
$160K -$1.26M -21,604 -90%
BWA
745
BDO Wealth Advisors
Florida
$158K – – –
AA
746
Alta Advisers
United Kingdom
$152K – – –
TF
747
Tompkins Financial
New York
$149K -$5.82K -100 -4%
WTC
748
WhitTier Trust Company
Nevada
$149K -$931 -16 -0.7%
TFA
749
Toth Financial Advisory
Virginia
$144K +$1.69K +29 +1%
PTC
750
Private Trust Company
Ohio
$142K -$17.3K -298 -12%
28 29
30
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