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American International
AIG

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
801
Catalina Capital Group
California
$222K +$11.1K +148 +5%
PTC
802
Private Trust Company
Ohio
$221K +$4.21K +56 +2%
BA
803
Birinyi Associates
Connecticut
$221K – – –
IIC
804
Integrated Investment Consultants
Michigan
$220K – – –
VP
805
Verum Partners
North Carolina
$220K +$3.98K +53 +2%
BWM
806
Baron Wealth Management
Michigan
$219K -$6.99K -93 -3%
SACTSONJ
807
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$218K – – –
LAM
808
Longboard Asset Management
Arizona
$217K +$225K +2,987 New
SCTC
809
Sanibel Captiva Trust Company
Florida
$217K +$224K +2,983 New
NCFG
810
New Century Financial Group
New Jersey
$217K +$3.16K +42 +1%
CS
811
Cannell & Spears
New York
$215K +$902 +12 +0.4%
SFC
812
SYM Financial Corp
Indiana
$215K +$222K +2,948 New
AL
813
Aspiriant LLC
California
$213K +$150 +2 +0.1%
CIA
814
Concurrent Investment Advisors
Florida
$210K +$7.14K +95 +3%
EWA
815
EverSource Wealth Advisors
Alabama
$209K +$21.1K +280 +11%
PMG
816
ProVise Management Group
Florida
$209K – – –
CW
817
Code Waechter
Florida
$208K +$215K +2,856 New
PWM
818
Pines Wealth Management
North Carolina
$207K +$220K +2,930 New
FMLI
819
Fukoku Mutual Life Insurance
Japan
$207K – – –
LA
820
Latitude Advisors
Florida
$206K – – –
IRC
821
Investors Research Corp
Georgia
$206K – – –
LFAS
822
Level Four Advisory Services
Texas
$206K +$212K +2,824 New
FCG
823
Fielder Capital Group
Tennessee
$203K -$526 -7 -0.3%
VVP
824
Venture Visionary Partners
Ohio
$202K -$6.62K -88 -3%
SIM
825
Sentry Investment Management
Wisconsin
$194K -$32.6K -434 -14%
31 32
33
34 35