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American International
AIG

Name Holding Trade Value Shares
Change 		Change in
Stake
GGS
726
Galvin Gaustad & Stein
Arizona
$291K +$301K +4,000 New
TW
727
Transform Wealth
Colorado
$290K -$9.46M -125,827 -97%
AC
728
Avestar Capital
New York
$290K +$26.9K +358 +10%
EFS
729
Essex Financial Services
Connecticut
$289K +$16.5K +219 +6%
QC
730
Quent Capital
New York
$289K +$3.01K +40 +1%
OWCM
731
One Wealth Capital Management
Arizona
$288K +$297K +3,954 New
SCM
732
Shelton Capital Management
Colorado
$287K – – –
GA
733
Geller Advisors
New York
$287K -$8.57K -114 -3%
BG
734
Bollard Group
Massachusetts
$286K +$1.65K +22 +0.6%
MAM
735
Meeder Asset Management
Ohio
$285K -$4.96M -66,000 -94%
WE
736
Wealth Effects
Massachusetts
$284K -$26.3K -350 -8%
CCM
737
CAAS Capital Management
New York
$284K +$293K +3,900 New
TCM
738
Triumph Capital Management
Colorado
$284K -$366K -4,867 -56%
HNB
739
Hilltop National Bank
Wyoming
$283K +$13.2K +175 +5%
PP
740
PDS Planning
Ohio
$280K – – –
AG
741
AIA Group
Hong Kong
$280K +$64.1K +852 +28%
WN
742
Williams & Novak
California
$279K +$288K +3,835 New
IA
743
IFG Advisory
Georgia
$278K +$287K +3,814 New
TWA
744
Talisman Wealth Advisors
New Jersey
$276K -$122K -1,624 -30%
GSEP
745
Golden State Equity Partners
California
$275K +$132K +1,758 +87%
FPAS
746
Focus Partners Advisor Solutions
Missouri
$275K -$1.2K -16 -0.4%
MCM
747
Monument Capital Management
Virginia
$272K -$13.8K -184 -5%
GSC
748
Ground Swell Capital
South Carolina
$272K +$281K +3,739 New
CPIG
749
Chicago Partners Investment Group
Illinois
$271K +$285K +3,797 New
1SB
750
1ST Source Bank
Indiana
$270K -$15.7K -209 -5%
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30
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