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American International
AIG

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
1051
Clal Insurance
Israel
$7K – – –
OPTFSNA
1052
Old Point Trust & Financial Services N A
Virginia
$6.76K – – –
CSC
1053
Caldwell Sutter Capital
California
$6.59K +$800 +10 +15%
CFM
1054
Cornerstone Financial Management
Massachusetts
$6.59K +$6.16K +77 New
DPW
1055
DiNuzzo Private Wealth
Pennsylvania
$6.5K – – –
RWA
1056
Redmont Wealth Advisors
Illinois
$6.42K – – –
TSMHT
1057
Thurston Springer Miller Herd & Titak
Indiana
$6.42K +$6K +75 New
VWM
1058
Vermillion Wealth Management
Minnesota
$6.03K +$80 +1 +1%
JGIA
1059
Jackson Grant Investment Advisers
Connecticut
$5.99K – – –
CT
1060
Clearstead Trust
Maine
$5.82K -$4.24K -53 -44%
EWP
1061
Elevation Wealth Partners
California
$5.82K -$240 -3 -4%
AEPWM
1062
Atlantic Edge Private Wealth Management
Florida
$5.73K – – –
CT
1063
Caldwell Trust
Florida
$5.65K – – –
MS
1064
Monetary Solutions
Ohio
$5.64K +$5.28K +66 New
PWA
1065
Physician Wealth Advisors
Utah
$5.56K -$10.4K -130 -67%
WWM
1066
Wolff Wiese Magana
California
$5.56K – – –
LWCFA
1067
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5.32K +$5.76K +72 New
HIA
1068
HFM Investment Advisors
New Jersey
$5.22K +$3.52K +44 +259%
DWM
1069
Dogwood Wealth Management
Kansas
$5.05K +$4.48K +56 +1,867%
CPG
1070
Cornerstone Planning Group
New Jersey
$4.92K -$2.96K -37 -36%
SFG
1071
Strive Financial Group
Indiana
$4.88K +$4.56K +57 New
VFM
1072
Vision Financial Markets
Connecticut
$4.7K – – –
BHWM
1073
Bay Harbor Wealth Management
Maryland
$4.45K +$1.52K +19 +58%
AAG
1074
Armstrong Advisory Group
Massachusetts
$4.28K – – –
GK
1075
Graney & King
New York
$4.28K – – –
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