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American International
AIG

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
851
RFG Advisory
Alabama
$217K +$194K +2,498 New
PVI
852
Pine Valley Investments
New Jersey
$217K +$194K +2,492 New
ICP
853
Impact Capital Partners
Colorado
$216K +$193K +2,481 New
TIA
854
Trust Investment Advisors
Indiana
$215K +$192K +2,471 New
MPWT
855
MassMutual Private Wealth & Trust
Connecticut
$213K +$8.39K +108 +5%
VVP
856
Venture Visionary Partners
Ohio
$213K -$25.6K -329 -12%
PWM
857
Pines Wealth Management
North Carolina
$211K -$16.2K -209 -7%
RWP
858
Revolve Wealth Partners
New Jersey
$210K +$187K +2,411 New
TFCP
859
Twin Focus Capital Partners
Massachusetts
$209K +$187K +2,400 New
C
860
Certuity
Florida
$208K +$186K +2,397 New
AWM
861
Aprio Wealth Management
Georgia
$207K +$185K +2,382 New
SWM
862
Segment Wealth Management
Texas
$206K +$184K +2,373 New
TF
863
Tompkins Financial
New York
$206K – – –
RCAG
864
Rehmann Capital Advisory Group
Michigan
$206K +$184K +2,368 New
RCA
865
Resonant Capital Advisors
Wisconsin
$205K +$183K +2,355 New
KBG
866
Kahn Brothers Group
New York
$204K +$183K +2,349 New
SQA
867
Simon Quick Advisors
New Jersey
$204K +$182K +2,344 New
WC
868
Waterloo Capital
Texas
$203K +$181K +2,330 New
NCM
869
Northside Capital Management
Oregon
$202K +$180K +2,321 New
WP
870
WealthShield Partners
North Carolina
$201K +$179K +2,308 New
FAFN
871
First Affirmative Financial Network
Colorado
$201K +$179K +2,307 New
WF
872
Wayfinding Financial
Washington
$197K +$176K +2,269 New
CH
873
Cromwell Holdings
Wyoming
$190K – – –
GIC
874
Generali Investments CEE
Czech Republic
$174K – – –
UB
875
UMB Bank
Missouri
$170K +$13.1K +168 +9%
33 34
35
36 37