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American International
AIG

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
1201
Phillips Financial Management
Indiana
– -$201K -2,673 Closed
WSA
1202
Wealth Science Advisors
Georgia
– -$211K -2,462 Closed
JFGIW
1203
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$129K -1,720 Closed
VIM
1204
VELA Investment Management
Ohio
– -$91.6K -1,217 Closed
RFP
1205
Root Financial Partners
California
– -$82.6K -1,097 Closed
BC
1206
Bayforest Capital
United Kingdom
– -$50.3K -668 Closed
WSFG
1207
Wall Street Financial Group
Illinois
– -$48.7K -647 Closed
DWP
1208
Destiny Wealth Partners
Florida
– -$46.3K -615 Closed
CM
1209
Capula Management
Cayman Islands
– -$39.7K -528 Closed
TPWA
1210
Twin Peaks Wealth Advisors
California
– -$38.3K -509 Closed
S
1211
Sachetta
Massachusetts
– -$29.3K -389 Closed
TGY2IT
1212
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
– -$14.2K -189 Closed
SNB
1213
Security National Bank
Nebraska
– -$13.1K -174 Closed
SIS
1214
Sound Income Strategies
Florida
– -$12K -159 Closed
AIS
1215
Advocate Investing Services
Maryland
– -$10.5K -140 Closed
CFG
1216
Clayton Financial Group
Missouri
– -$8.43K -112 Closed
JFA
1217
JNBA Financial Advisors
Minnesota
– -$7.9K -105 Closed
SPF
1218
South Plains Financial
Texas
– -$7.07K -94 Closed
GSEP
1219
Golden State Equity Partners
California
– -$6.32K -84 Closed
BP
1220
BNP Paribas
France
– -$6.02K -80 Closed
IAAG
1221
Innovative Asset Advisors Group
Connecticut
– -$4.51K -60 Closed
RCM
1222
Raleigh Capital Management
North Carolina
– -$4.37K -58 Closed
MDA
1223
Minot DeBlois Advisors
Massachusetts
– -$1.88K -25 Closed
PWA
1224
Portus Wealth Advisors
North Carolina
– -$1.88K -25 Closed
HBW
1225
Hazlett, Burt & Watson
West Virginia
– -$2K -20 Closed
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