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American International
AIG

Name Holding Trade Value Shares
Change 		Change in
Stake
POIA
976
Pin Oak Investment Advisors
Texas
$26K – – –
NECFA
977
New England Capital Financial Advisors
Connecticut
$25.8K – – –
CFFP
978
Center for Financial Planning
Michigan
$25.7K – – –
WA
979
Westfuller Advisors
New York
$24.4K -$3.92K -49 -15%
NFSG
980
Newbridge Financial Services Group
Florida
$24.2K -$5.44K -68 -19%
PWAM
981
Private Wealth Asset Management
Iowa
$23.4K – – –
WSFS
982
Wilmington Savings Fund Society
Delaware
$22.2K – – –
SS
983
Sunbelt Securities
Texas
$21.6K -$2.88K -36 -12%
HWA
984
HHM Wealth Advisors
Tennessee
$21.2K – – –
SWP
985
Strategic Wealth Partners
Ohio
$21K -$462K -5,775 -96%
TFA
986
Transamerica Financial Advisors
Florida
$20.9K +$7.84K +98 +67%
TCM
987
TD Capital Management
Tennessee
$20.6K -$8.4K -105 -30%
SC
988
SouthState Corp
Florida
$20.5K +$2K +25 +12%
FFA
989
Frazier Financial Advisors
Ohio
$19.7K – – –
GA
990
GoalVest Advisory
New York
$19.7K +$18.4K +230 New
AWM
991
Activest Wealth Management
Florida
$19.6K +$8.64K +108 +89%
CBT
992
Crews Bank & Trust
Florida
$19.4K – – –
KAS
993
Kemnay Advisory Services
New York
$18.3K +$17.1K +214 New
PPC
994
Park Place Capital
Alabama
$18.2K -$320 -4 -2%
AFC
995
Ares Financial Consulting
California
$17.7K +$16.6K +207 New
CWP
996
Concord Wealth Partners
Virginia
$17.5K -$24.6K -307 -60%
RA
997
Ransom Advisory
Rhode Island
$17.1K – – –
TF
998
Tompkins Financial
New York
$16.7K -$53.9K -674 -78%
ADL
999
Asset Dedication LLC
California
$16.3K – – –
CAM
1000
Costello Asset Management
Pennsylvania
$16.3K – – –
38 39
40
41 42