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American International
AIG

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
726
Diversify Advisory Services
Utah
$287K -$7.67K -96 -3%
CWA
727
Consilium Wealth Advisory
Texas
$286K – – –
ICP
728
Interchange Capital Partners
Pennsylvania
$285K +$59.2K +741 +26%
BBW
729
Blue Barn Wealth
Utah
$283K -$959 -12 -0.3%
AWM
730
AE Wealth Management
Kansas
$283K -$4.16K -52 -1%
VIM
731
VELA Investment Management
Ohio
$282K – – –
SWM
732
Spire Wealth Management
Virginia
$282K -$16.7K -209 -5%
OCBCO
733
Oversea-Chinese Banking Corp (OCBC)
Singapore
$280K +$287K +3,586 New
IA
734
IFP Advisors
Florida
$279K -$2.16K -27 -0.8%
CAG
735
Crestwood Advisors Group
Massachusetts
$279K -$234K -2,933 -45%
TCM
736
Teza Capital Management
Illinois
$278K -$564K -7,053 -67%
HI
737
Humankind Investments
New York
$277K +$25.1K +314 +10%
KIM
738
Kestra Investment Management
Texas
$277K +$85.2K +1,066 +43%
BTW
739
Boston Trust Walden
Massachusetts
$275K – – –
RG
740
Rathbones Group
United Kingdom
$274K +$33.4K +418 +14%
KF
741
Krilogy Financial
Missouri
$273K +$286K +3,581 New
DWM
742
Drive Wealth Management
Utah
$273K -$5.83K -73 -2%
FCP
743
Fidelis Capital Partners
Florida
$271K +$4.24K +53 +2%
BAM
744
Boyar Asset Management
New York
$271K – – –
GWANC
745
Guardian Wealth Advisors (North Carolina)
North Carolina
$270K +$19.9K +249 +8%
SCM
746
Shelton Capital Management
Colorado
$267K -$10.6K -133 -4%
EH
747
Equitable Holdings
New York
$267K +$3.04K +38 +1%
CNBOF
748
City National Bank of Florida
Florida
$266K -$88.2K -1,104 -25%
SSC
749
Syverson Strege & Co
Iowa
$266K -$46.8K -585 -15%
CPA
750
Capital Performance Advisors
California
$265K -$29.3K -367 -10%
28 29
30
31 32