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American International
AIG

Name Holding Trade Value Shares
Change 		Change in
Stake
WSA
826
Wealth Science Advisors
Georgia
$211K – – –
LW
827
Livet Wealth
Utah
$210K +$13.4K +175 +7%
NP
828
NorthRock Partners
Minnesota
$210K -$50K -654 -19%
SP
829
SmartHarvest Portfolios
Washington
$208K -$81.8K -1,069 -28%
GC
830
Grimes & Company
Massachusetts
$207K -$2.68K -35 -1%
CFB
831
Cullen/Frost Bankers
Texas
$207K +$689 +9 +0.3%
AHL
832
Abel Hall LLC
Louisiana
$204K -$32.6K -426 -14%
HNB
833
Huntington National Bank
Ohio
$203K -$41.7K -545 -17%
BCM
834
Brookstone Capital Management
Illinois
$202K -$30.3K -396 -13%
AMPWP
835
Alvarez & Marsal Private Wealth Partners
Florida
$202K +$206K +2,689 New
FCG
836
Fielder Capital Group
Tennessee
$202K +$7.42K +97 +4%
FT
837
Fiduciary Trust
Massachusetts
$201K +$205K +2,674 New
PFM
838
Phillips Financial Management
Indiana
$201K -$32.2K -421 -14%
BF
839
BOK Financial
Oklahoma
$201K -$19.7K -257 -9%
CFO
840
CVA Family Office
Colorado
$193K -$6.73K -88 -3%
QL
841
Quarry LP
New York
$191K +$113K +1,482 +140%
SWM
842
Spire Wealth Management
Virginia
$191K -$7.42K -97 -4%
PWPS
843
Pinnacle Wealth Planning Services
Ohio
$190K -$31K -405 -14%
SS
844
SBI Securities
Japan
$179K -$19.4K -253 -10%
CSPIA
845
Cary Street Partners Investment Advisory
Virginia
$168K +$32.3K +422 +23%
CH
846
Cromwell Holdings
Wyoming
$164K – – –
PFBT
847
Parkside Financial Bank & Trust
Missouri
$164K -$62.8K -821 -27%
VCM
848
Versant Capital Management
Arizona
$162K +$74.9K +979 +83%
MCM
849
MV Capital Management
Maryland
$159K +$4.74K +62 +3%
WETS
850
Wealth Enhancement Trust Services
South Dakota
$159K +$9.1K +119 +6%
32 33
34
35 36