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American International
AIG

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1101
Aprio Wealth Management
Georgia
– -$216K -2,761 Closed
SIA
1102
Schechter Investment Advisors
Michigan
– -$211K -2,698 Closed
AWA
1103
Amplius Wealth Advisors
Pennsylvania
– -$209K -2,672 Closed
OFS
1104
OneAscent Financial Services
Alabama
– -$208K -2,666 Closed
FOA
1105
Five Oceans Advisors
California
– -$207K -2,644 Closed
SP
1106
Systematic Portfolios
New York
– -$203K -2,593 Closed
FNBT
1107
FineMark National Bank & Trust
Florida
– -$202K -2,586 Closed
CPA
1108
Cardiff Park Advisors
California
– -$201K -2,565 Closed
HT
1109
Headlands Technologies
Illinois
– -$159K -2,033 Closed
PMAM
1110
Picton Mahoney Asset Management
Ontario, Canada
– -$78K -1,000 Closed
CA
1111
CoreCap Advisors
Michigan
– -$56.3K -720 Closed
GFL
1112
Granite FO LLC
New Hampshire
– -$29.1K -385 Closed
FGAM
1113
Financial Gravity Asset Management
Texas
– -$16.3K -240 Closed
FUBT
1114
First United Bank & Trust
Maryland
– -$16.3K -208 Closed
NCTC
1115
New Covenant Trust Company
Indiana
– -$12.4K -158 Closed
CBT
1116
CoreFirst Bank & Trust
Kansas
– -$10.8K -138 Closed
OLVIG
1117
Oliver Lagore Vanvalin Investment Group
Michigan
– -$6.1K -78 Closed
LTI
1118
Laffer Tengler Investments
Tennessee
– -$4.38K -56 Closed
FA
1119
Financial Avengers
California
– -$3.66K -47 Closed
FFWA
1120
FRG Family Wealth Advisors
Washington
– -$3.01K -40 Closed
VAG
1121
VisionPoint Advisory Group
Texas
– -$2.58K -33 Closed
MAWCM
1122
Mine & Arao Wealth Creation & Management
California
– -$860 -11 Closed
TWP
1123
TFO Wealth Partners
Ohio
– -$860 -11 Closed
FIM
1124
Fernwood Investment Management
Massachusetts
– -$782 -10 Closed
MHR
1125
Matthew Hamilton Rosenberg
– -$543 -7 Closed
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