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American International
AIG

Name Holding Trade Value Shares
Change 		Change in
Stake
TCWA
826
Turtle Creek Wealth Advisors
Texas
$225K +$229K +3,015 New
SGF
827
S&G Foundation
Wyoming
$224K – – –
MCM
828
Monument Capital Management
Virginia
$221K +$7.68K +101 +4%
EFS
829
Essex Financial Services
Connecticut
$220K -$118K -1,552 -35%
3IP
830
3Chopt Investment Partners
Virginia
$219K -$3.88K -51 -2%
DWP
831
Daymark Wealth Partners
Ohio
$218K +$223K +2,928 New
BCP
832
Berkeley Capital Partners
Georgia
$218K +$1.14K +15 +0.5%
GH
833
GAM Holding
Switzerland
$217K +$222K +2,917 New
BF
834
BOK Financial
Oklahoma
$217K +$18.9K +249 +9%
SW
835
Simplicity Wealth
New Jersey
$217K +$221K +2,908 New
SAM
836
Silvercrest Asset Management
New York
$216K -$213K -2,800 -49%
KP
837
Keel Point
Alabama
$215K +$219K +2,882 New
GFP
838
Gryphon Financial Partners
Ohio
$213K +$217K +2,856 New
NP
839
NorthRock Partners
Minnesota
$212K +$4.33K +57 +2%
PFWA
840
Paces Ferry Wealth Advisors
Georgia
$210K -$4.33K -57 -2%
PFA
841
Pure Financial Advisors
California
$210K +$214K +2,822 New
SP
842
SmartHarvest Portfolios
Washington
$209K +$2.51K +33 +1%
GC
843
Grimes & Company
Massachusetts
$208K +$3.27K +43 +2%
MIM
844
Meixler Investment Management
Arizona
$208K -$103K -1,354 -33%
JRPIM
845
Journey Retirement Planning & Investment Management
Idaho
$204K +$208K +2,731 New
TCM
846
Teza Capital Management
Illinois
$203K +$207K +2,729 New
LW
847
Livet Wealth
Utah
$203K -$5.55K -73 -3%
BCM
848
Brookstone Capital Management
Illinois
$202K +$2.05K +27 +1%
RPWA
849
Regent Peak Wealth Advisors
Georgia
$202K +$206K +2,711 New
LFG
850
Larson Financial Group
Missouri
$202K +$114K +1,498 +124%
32 33
34
35 36