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American International
AIG

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
751
AE Wealth Management
Kansas
$313K +$35.7K +429 +13%
1SB
752
1ST Source Bank
Indiana
$312K -$3.5K -42 -1%
MG
753
Marex Group
$311K +$303K +3,638 New
CWA
754
Consilium Wealth Advisory
Texas
$311K – – –
PPW
755
Parcion Private Wealth
Washington
$310K -$11.6K -139 -4%
BBW
756
Blue Barn Wealth
Utah
$309K -$1.08K -13 -0.4%
VIM
757
VELA Investment Management
Ohio
$308K – – –
IA
758
IFP Advisors
Florida
$307K +$58.3K +700 +24%
WA
759
Waverly Advisors
Alabama
$305K +$32.5K +390 +12%
DWM
760
Drive Wealth Management
Utah
$304K +$5.25K +63 +2%
SCM
761
Shelton Capital Management
Colorado
$303K -$19.1K -229 -6%
AL
762
Aspiriant LLC
California
$300K +$167 +2 +0.1%
NED
763
Nancy E. Dempze
$300K -$375K -4,500 -56%
BTW
764
Boston Trust Walden
Massachusetts
$300K – – –
DT
765
Diversified Trust
Tennessee
$299K +$11.5K +138 +4%
BCM
766
Brookstone Capital Management
Illinois
$297K -$8.83K -106 -3%
BAM
767
Boyar Asset Management
New York
$295K – – –
DAS
768
Diversify Advisory Services
Utah
$293K +$1.92K +23 +0.6%
WA
769
Wealth Alliance
New York
$291K -$41.8K -502 -13%
JSW
770
Journey Strategic Wealth
New Jersey
$291K +$283K +3,394 New
EC
771
EntryPoint Capital
New York
$288K -$10.7K -129 -4%
EH
772
Equitable Holdings
New York
$288K +$63.5K +762 +29%
SSG
773
Summit Securities Group
New York
$286K +$278K +3,341 New
BPWM
774
BCS Private Wealth Management
New Jersey
$285K +$277K +3,330 New
CFO
775
Collective Family Office
Pennsylvania
$283K -$5.58K -67 -2%
29 30
31
32 33