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American International
AIG

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
726
Meixler Investment Management
Arizona
$312K -$287K -3,756 -48%
UCI
727
Uncommon Cents Investing
Wisconsin
$312K +$51.3K +670 +19%
OWCM
728
One Wealth Capital Management
Arizona
$311K -$26.8K -350 -8%
TC
729
TownSquare Capital
Utah
$310K +$48.4K +633 +18%
BPWM
730
BCS Private Wealth Management
New Jersey
$306K +$311K +4,070 New
RCM
731
RMR Capital Management
California
$306K – – –
VWM
732
Venturi Wealth Management
Texas
$304K -$106K -1,384 -25%
DSC
733
Daytona Street Capital
Missouri
$303K – – –
BIAS
734
Beacon Investment Advisory Services
New Jersey
$301K – – –
GITFIT
735
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$301K +$153K +2,000 +100%
PP
736
PDS Planning
Ohio
$300K -$27.4K -358 -8%
JRPCML
737
J. R. Prunier Capital Management LLC
Massachusetts
$299K – – –
GVAG
738
Great Valley Advisor Group
Delaware
$299K +$2.91K +38 +1%
BRWA
739
B. Riley Wealth Advisors
Florida
$298K -$37.7K -493 -11%
AP
740
Anchyra Partners
Georgia
$298K +$20.4K +267 +7%
CNBOF
741
City National Bank of Florida
Florida
$298K +$80.5K +1,052 +36%
DMBA
742
Deseret Mutual Benefit Administrators
Utah
$297K +$137K +1,794 +83%
BAAM
743
Baker Avenue Asset Management
California
$296K -$1.54M -20,103 -84%
7WCP
744
71 West Capital Partners
Massachusetts
$295K +$61.2K +800 +26%
DAS
745
Dynamic Advisor Solutions
Arizona
$293K +$689 +9 +0.2%
SIA
746
Soltis Investment Advisors
Utah
$292K +$5.05K +66 +2%
CIA
747
Choate Investment Advisors
Massachusetts
$292K +$19K +249 +7%
PTC
748
Private Trust Company
Ohio
$290K +$77 +1 +0%
GBT
749
Grove Bank & Trust
Florida
$290K +$2.37K +31 +0.8%
SWP
750
Stratos Wealth Partners
Ohio
$289K -$5.43K -71 -2%
28 29
30
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