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American International
AIG

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
751
Crestwood Advisors Group
Massachusetts
$278K -$11.7K -153 -4%
DWM
752
Drive Wealth Management
Utah
$276K +$8.26K +108 +3%
IB
753
Intrust Bank
Kansas
$275K +$7.19K +94 +3%
ZB
754
Zions Bancorporation
Utah
$274K -$47.4K -620 -14%
SWM
755
SeaCrest Wealth Management
New York
$269K -$688 -9 -0.2%
FFA
756
Farther Finance Advisors
California
$268K +$45K +589 +20%
GAMC
757
Garner Asset Management Corp
Texas
$268K – – –
VIM
758
VELA Investment Management
Ohio
$267K – – –
LCM
759
Landscape Capital Management
New Jersey
$265K +$273K +3,575 New
AWA
760
Aaron Wealth Advisors
Illinois
$265K +$31K +405 +13%
ABLA
761
Alan B. Lancz & Associates
Ohio
$265K +$273K +3,565 New
VC
762
Vicus Capital
Pennsylvania
$261K -$15.3K -200 -5%
BWM
763
Buckley Wealth Management
Nevada
$260K -$76.4K -1,000 -22%
BTW
764
Boston Trust Walden
Massachusetts
$260K – – –
HNB
765
Huntington National Bank
Ohio
$259K -$10.1K -132 -4%
WPWM
766
Western Pacific Wealth Management
Illinois
$257K +$46.3K +605 +21%
GWM
767
Geneos Wealth Management
Colorado
$257K +$76 +1 +0%
MFG
768
Merit Financial Group
Georgia
$257K +$10.2K +134 +4%
MMA
769
Miracle Mile Advisors
California
$255K -$5.73K -75 -2%
CIP
770
Convergence Investment Partners
Florida
$255K +$60.8K +795 +30%
IIC
771
Integrated Investment Consultants
Michigan
$255K – – –
VI
772
Versor Investments
New York
$252K -$444K -5,811 -63%
HSA
773
HBK Sorce Advisory
Pennsylvania
$252K -$345K -4,512 -57%
WCM
774
Weaver Capital Management
Georgia
$251K +$258K +3,378 New
DT
775
Diversified Trust
Tennessee
$248K +$256K +3,344 New
29 30
31
32 33