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American International
AIG

Name Holding Trade Value Shares
Change 		Change in
Stake
OAG
1076
Oakmont Advisory Group
New Mexico
$1.79K +$1.82K +24 New
WPA
1077
West Paces Advisors
Georgia
$1.79K +$1.82K +24 New
DWM
1078
Dogwood Wealth Management
Kansas
$1.64K +$304 +4 +22%
BBPWM
1079
Blue Bell Private Wealth Management
Pennsylvania
$1.56K – – –
BW
1080
Basepoint Wealth
Iowa
$1.47K -$7.9K -104 -84%
RWS
1081
Retirement Wealth Solutions
Wisconsin
$1.42K -$304 -4 -17%
TCA
1082
Trifecta Capital Advisors
Illinois
$1.42K +$1.44K +19 New
BH
1083
Burk Holdings
Oklahoma
$1.42K – – –
WA
1084
WestEnd Advisors
North Carolina
$1.42K +$76 +1 +6%
HHGA
1085
Halbert Hargrove Global Advisors
California
$1.4K +$1.44K +19 New
BWM
1086
Bullock Wealth Management
Indiana
$1.39K +$1.37K +18 New
AWM
1087
Abound Wealth Management
Tennessee
$1.35K -$7.75K -102 -85%
BW
1088
Bravera Wealth
North Dakota
$1.27K -$1.52K -20 -54%
ECM
1089
Estabrook Capital Management
New York
$1.27K – – –
MWM
1090
Mosley Wealth Management
California
$1.27K +$988 +13 +325%
PJC
1091
Phillip James Consulting
Minnesota
$1.19K – – –
DCM
1092
Davis Capital Management
Florida
$1.19K +$988 +13 +433%
CFM
1093
Compass Financial Management
Florida
$1.19K +$1.22K +16 New
CAM
1094
Costello Asset Management
Pennsylvania
$1.12K – – –
EB
1095
Eastern Bank
Massachusetts
$1.12K – – –
FP
1096
Financial Perspectives
Minnesota
$1.12K – – –
PCFFS
1097
Pacific Center for Financial Services
California
$1.12K – – –
ACA
1098
American Capital Advisory
Idaho
$1.12K +$76 +1 +7%
AWM
1099
Activest Wealth Management
Florida
$1.04K -$228 -3 -18%
CA
1100
Continuum Advisory
Idaho
$969 +$988 +13 New
42 43
44
45 46