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American International
AIG

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
751
Inscription Capital
Texas
$309K +$91K +1,198 +41%
RCM
752
RMR Capital Management
California
$303K – – –
PP
753
PDS Planning
Ohio
$302K +$5.32K +70 +2%
IFG
754
Independent Financial Group
California
$301K +$307K +4,045 New
CNBOF
755
City National Bank of Florida
Florida
$301K +$6.54K +86 +2%
BIAS
756
Beacon Investment Advisory Services
New Jersey
$301K +$2.74K +36 +0.9%
DWM
757
Dynasty Wealth Management
Florida
$300K +$306K +4,023 New
GVAG
758
Great Valley Advisor Group
Delaware
$299K +$2.81K +37 +0.9%
VAS
759
Vestmark Advisory Solutions
Massachusetts
$298K -$382K -5,031 -56%
AP
760
Anchyra Partners
Georgia
$298K +$2.66K +35 +0.9%
EWA
761
EverSource Wealth Advisors
Alabama
$290K -$103K -1,350 -26%
LF
762
LifePlan Financial
Minnesota
$289K -$28.5K -375 -9%
GBT
763
Grove Bank & Trust
Florida
$287K – – –
HSA
764
HBK Sorce Advisory
Pennsylvania
$284K -$8.51K -112 -3%
TCIIS
765
TIAA-CREF Individual & Institutional Services
New York
$283K -$33K -434 -10%
CIA
766
Choate Investment Advisors
Massachusetts
$283K -$6.31K -83 -2%
PTC
767
Private Trust Company
Ohio
$280K -$7.52K -99 -3%
SCM
768
Sterneck Capital Management
Missouri
$280K -$105K -1,387 -27%
SL
769
Summitry LLC
California
$278K -$336K -4,418 -54%
TSS
770
Two Sigma Securities
New York
$276K +$282K +3,708 New
ECM
771
EagleClaw Capital Management
Massachusetts
$276K -$310K -4,075 -52%
LA
772
Legacy Advisors
Pennsylvania
$276K +$39.3K +517 +16%
CAM
773
Carret Asset Management
New York
$272K +$2.28K +30 +0.8%
PS
774
Principal Securities
Iowa
$271K +$16.5K +217 +6%
IA
775
IFP Advisors
Florida
$271K +$20.1K +265 +8%
29 30
31
32 33