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American International
AIG

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
751
Anchyra Partners
Georgia
$316K +$296K +3,694 New
ICP
752
Interchange Capital Partners
Pennsylvania
$316K +$6.4K +80 +2%
SF
753
Summit Financial
New Jersey
$316K -$29.3K -366 -9%
MCB
754
Morton Community Bank
Illinois
$314K -$32K -400 -9%
CWA
755
Consilium Wealth Advisory
Texas
$311K – – –
CIA
756
Choate Investment Advisors
Massachusetts
$310K -$180K -2,249 -38%
AC
757
Avestar Capital
New York
$310K +$290K +3,624 New
VIM
758
VELA Investment Management
Ohio
$307K – – –
EI
759
Ellevest Inc
New York
$305K -$9.2K -115 -3%
DT
760
Diversified Trust
Tennessee
$301K -$13.8K -173 -5%
CWM
761
Calamos Wealth Management
Illinois
$299K +$33.2K +415 +13%
TC
762
TownSquare Capital
Utah
$299K -$439K -5,484 -61%
UCI
763
Uncommon Cents Investing
Wisconsin
$298K +$14.8K +185 +6%
IWC
764
Integrated Wealth Concepts
Massachusetts
$296K -$288K -3,605 -51%
BAM
765
Boyar Asset Management
New York
$295K – – –
NP
766
NorthRock Partners
Minnesota
$294K -$692K -8,652 -72%
FCP
767
Fidelis Capital Partners
Florida
$294K -$720 -9 -0.3%
SCM
768
Shelton Capital Management
Colorado
$291K – – –
JSAM
769
J. Safra Asset Management
New York
$289K +$270K +3,375 New
C
770
Certuity
Florida
$287K +$4.88K +61 +2%
IA
771
IFP Advisors
Florida
$285K -$17.4K -218 -6%
EP
772
Edgestream Partners
New Jersey
$285K +$267K +3,332 New
RG
773
Rathbones Group
United Kingdom
$285K -$12.8K -160 -5%
SSC
774
Syverson Strege & Co
Iowa
$284K -$4.72K -59 -2%
PCM
775
Polymer Capital Management
New York
$284K -$293K -3,661 -52%
29 30
31
32 33