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American International
AIG

Name Holding Trade Value Shares
Change 		Change in
Stake
SAG
751
SageView Advisory Group
California
$208K +$188K +2,953 New
DA
752
Duality Advisers
Florida
$207K +$195K +3,058 New
GBT
753
Grove Bank & Trust
Florida
$207K – – –
BA
754
Birinyi Associates
Connecticut
$205K +$193K +3,031 New
EP
755
Edgestream Partners
New Jersey
$203K -$272K -4,276 -59%
SACTSONJ
756
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$203K +$191K +3,000 New
HNB
757
Huntington National Bank
Ohio
$200K +$51.8K +813 +38%
PA
758
Parallel Advisors
California
$192K +$3.76K +59 +2%
IRC
759
Investors Research Corp
Georgia
$191K – – –
WPWM
760
Western Pacific Wealth Management
Illinois
$189K +$3.5K +55 +2%
CA
761
Clearstead Advisors
Ohio
$187K -$132K -2,073 -43%
QCG
762
Quadrant Capital Group
Ohio
$182K +$5.73K +90 +3%
AF
763
Advisornet Financial
Minnesota
$175K -$108K -1,694 -40%
WTC
764
WhitTier Trust Company
Nevada
$173K -$701 -11 -0.4%
FFA
765
Farther Finance Advisors
California
$172K +$63.5K +996 +64%
CFO
766
CVA Family Office
Colorado
$171K +$161K +2,522 New
DMBA
767
Deseret Mutual Benefit Administrators
Utah
$163K -$61.7K -969 -29%
AA
768
Alta Advisers
United Kingdom
$163K – – –
MPWT
769
MassMutual Private Wealth & Trust
Connecticut
$162K +$39.4K +619 +35%
TF
770
Tompkins Financial
New York
$161K – – –
C
771
Covestor
United Kingdom
$158K -$7.2K -113 -5%
CTC
772
Cetera Trust Company
Minnesota
$158K +$148K +2,326 New
PTC
773
Private Trust Company
Ohio
$151K -$1.91K -30 -1%
RFA
774
Resurgent Financial Advisors
Georgia
$150K -$64 -1 -0%
BFEC
775
Benjamin F. Edwards & Company
Missouri
$148K +$139K +2,188 New
29 30
31
32 33