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American International
AIG

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
751
Private Trust Company
Ohio
$142K -$17.3K -298 -12%
UB
752
UMB Bank
Missouri
$142K -$10.4K -179 -7%
CWP
753
Concord Wealth Partners
Virginia
$139K +$128K +2,200 New
RFA
754
Register Financial Advisors
Georgia
$136K +$125K +2,152 New
UAML
755
US Asset Management LLC
Pennsylvania
$132K +$122K +2,095 New
SSG
756
Summit Securities Group
New York
$130K +$50.8K +873 +74%
KFP
757
KB Financial Partners
New Jersey
$129K – – –
OA
758
Operose Advisors
Wisconsin
$128K – – –
CFO
759
CVA Family Office
Colorado
$128K +$8.44K +145 +8%
BBHC
760
Brown Brothers Harriman & Co
New York
$124K +$4.25K +73 +4%
HWMA
761
Heritage Wealth Management (Arizona)
Arizona
$124K +$54.7K +940 +93%
BWL
762
Bogart Wealth LLC
Virginia
$118K -$632K -10,866 -9%
CA
763
CoreCap Advisors
Michigan
$115K +$106K +1,817 New
CFGS
764
Concourse Financial Group Securities
Alabama
$105K +$96.5K +1,658 New
WB
765
Webster Bank
Connecticut
$103K – – –
CLOS
766
Compagnie Lombard Odier SCmA
Switzerland
$97K – – –
SAM
767
S.A. Mason
Michigan
$94.9K – – –
PWMG
768
Prestige Wealth Management Group
New Jersey
$87.3K -$5.82K -100 -7%
CSPAM
769
Cary Street Partners Asset Management
Virginia
$87K – – –
MCM
770
MV Capital Management
Maryland
$82.5K +$5.82K +100 +8%
WT
771
Washington Trust
Rhode Island
$81.3K -$5.7K -98 -7%
PFBT
772
Parkside Financial Bank & Trust
Missouri
$77K +$10.6K +183 +18%
MPWT
773
MassMutual Private Wealth & Trust
Connecticut
$73K +$1.8K +31 +3%
EBA
774
Eagle Bay Advisors
New York
$72.1K +$21.9K +377 +49%
FFA
775
Farther Finance Advisors
California
$71.8K +$66K +1,135 New
29 30
31
32 33