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American International
AIG

Name Holding Trade Value Shares
Change 		Change in
Stake
LW
851
Livet Wealth
Utah
$224K +$210K +2,621 New
RCA
852
Resonant Capital Advisors
Wisconsin
$224K +$209K +2,617 New
CGL
853
Clarius Group LLC
Washington
$223K +$560 +7 +0.3%
JIC
854
Joel Isaacson & Co
New York
$222K +$320 +4 +0.2%
FCG
855
Fielder Capital Group
Tennessee
$221K -$52.6K -657 -20%
BEI
856
Benjamin Edwards Inc
Missouri
$220K +$205K +2,568 New
CPA
857
Cardiff Park Advisors
California
$219K – – –
BP
858
Ballentine Partners
Massachusetts
$218K -$31.4K -393 -13%
MPWT
859
MassMutual Private Wealth & Trust
Connecticut
$218K -$3.28K -41 -2%
AIA
860
AssuredPartners Investment Advisors
Florida
$217K +$203K +2,531 New
SWM
861
Segment Wealth Management
Texas
$215K +$201K +2,508 New
BTW
862
Boston Trust Walden
Massachusetts
$214K -$80K -1,000 -29%
FSA
863
Fort Sheridan Advisors
Illinois
$214K +$200K +2,500 New
MG
864
McHugh Group
Ohio
$214K +$200K +2,500 New
ZIG
865
Zuckerman Investment Group
Illinois
$214K +$200K +2,500 New
EW
866
Evoke Wealth
California
$214K -$32.1K -401 -14%
KCP
867
Kera Capital Partners
California
$213K +$228K +2,848 New
STS
868
SG Trading Solutions
Utah
$213K +$199K +2,485 New
JWCA
869
J.W. Cole Advisors
Florida
$213K -$48.6K -607 -20%
NC
870
nVerses Capital
Florida
$212K +$198K +2,474 New
WSA
871
Wealth Science Advisors
Georgia
$211K +$197K +2,462 New
FHA
872
Flagship Harbor Advisors
Massachusetts
$207K +$193K +2,416 New
DOA
873
D'Orazio & Associates
Virginia
$205K +$192K +2,401 New
TCM
874
TT Capital Management
California
$205K +$192K +2,401 New
DA
875
Denali Advisors
California
$205K -$184K -2,300 -49%
33 34
35
36 37