AMERICAN INTL GROUP INC shareholder history

Current and past AMERICAN INTL GROUP INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
DEUTSCHE BANK AG\ 30300.00%0.00%0.00%Q3 2013Q4 202054
HUNTINGTON NATIONAL BANK 26120.00%0.00%0.00%Q1 2011Q1 202138
GOLDMAN SACHS GROUP INC 3140.00%0.00%0.00%Q1 2012Q4 202035
Zurcher Kantonalbank (Zurich Cantonalbank) 32320.00%0.00%0.00%Q4 2011Q3 201932
BANK OF MONTREAL /CAN/ 31310.00%0.00%0.00%Q2 2013Q4 202031
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 31310.00%0.01%0.01%Q2 2013Q4 202031
FIRST MANHATTAN CO. LLC. 31310.00%0.00%0.00%Q2 2013Q4 202031
WELLS FARGO & COMPANY/MN 31310.00%0.00%0.00%Q2 2013Q4 202031
FARMERS & MERCHANTS INVESTMENTS INC 31310.00%0.00%0.00%Q2 2013Q4 202031
LEVIN CAPITAL STRATEGIES, L.P. 31310.00%0.01%0.03%Q2 2013Q4 202031
CITIGROUP INC 31310.00%0.00%0.00%Q2 2013Q4 202031
ROYAL BANK OF CANADA 31310.00%0.00%0.00%Q2 2013Q4 202031
BANK OF AMERICA CORP /DE/ 31310.00%0.00%0.00%Q2 2013Q4 202031
Richmond Hill Investments, LLC 31311.00%6.93%16.19%Q2 2013Q4 202031
WHITTIER TRUST CO 31310.00%0.00%0.00%Q2 2013Q4 202031
Carroll Financial Associates, Inc. 31310.00%0.00%0.00%Q2 2013Q4 202031
FIFTH THIRD BANCORP 31310.00%0.00%0.00%Q2 2013Q4 202031
THOMPSON SIEGEL & WALMSLEY LLC 31310.00%0.00%0.00%Q2 2013Q4 202031
SG Americas Securities, LLC 31310.00%0.00%0.00%Q2 2013Q4 202031
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 31310.00%0.01%0.02%Q2 2013Q4 202031
PNC FINANCIAL SERVICES GROUP, INC. 31310.00%0.00%0.00%Q2 2013Q4 202031
Avenir Corp 31310.00%0.05%0.11%Q2 2013Q4 202031
JPMORGAN CHASE & CO 31310.00%0.00%0.00%Q2 2013Q4 202031
CENTRAL TRUST Co 31310.00%0.00%0.00%Q2 2013Q4 202031
BESSEMER GROUP INC 31310.00%0.00%0.00%Q2 2013Q4 202031
D.A. DAVIDSON & CO. 31310.00%0.02%0.05%Q2 2013Q4 202031
MORGAN STANLEY 31310.00%0.00%0.00%Q2 2013Q4 202031
BENJAMIN F. EDWARDS & COMPANY, INC. 31310.00%0.00%0.01%Q2 2013Q4 202031
BARCLAYS PLC 31310.00%0.00%0.00%Q2 2013Q4 202031
SOL Capital Management CO 31310.01%0.31%1.01%Q2 2013Q4 202031
US BANCORP \DE\ 31310.00%0.00%0.00%Q2 2013Q4 202031
NFC Investments, LLC 30300.00%0.26%0.47%Q2 2013Q3 202030
Bartlett & Co. LLC 2640.00%0.00%0.00%Q2 2013Q4 202030
BROWN BROTHERS HARRIMAN & CO 2820.00%0.00%0.00%Q1 2013Q4 202030
Hudock, Inc. 30300.00%0.00%0.00%Q2 2013Q3 202030
LS Investment Advisors, LLC 30300.00%0.00%0.00%Q2 2013Q3 202030
Dalton Investments LLC 17130.01%4.59%41.76%Q2 2013Q4 202030
Tortoise Investment Management, LLC 2820.00%0.00%0.00%Q2 2013Q4 202030
DUNCKER STREETT & CO INC 1750.00%0.00%0.00%Q2 2013Q4 202029
Oakworth Capital, Inc. 29290.00%0.00%0.00%Q4 2013Q4 202029
Winslow, Evans & Crocker, Inc. 29290.00%0.00%0.00%Q4 2013Q4 202029
Compagnie Lombard Odier SCmA 29290.00%0.00%0.00%Q4 2013Q4 202029
PEOPLES FINANCIAL SERVICES CORP. 29290.00%0.00%0.00%Q4 2013Q4 202029
STIFEL FINANCIAL CORP 27270.00%0.00%0.01%Q1 2014Q3 202027
UNITED CAPITAL FINANCIAL ADVISORS, LLC 27270.00%0.11%0.22%Q2 2014Q4 202027
D'Orazio & Associates, Inc. 1710.00%0.00%0.00%Q4 2013Q4 202027
SYNOVUS FINANCIAL CORP 17100.00%0.00%0.00%Q2 2013Q2 202027
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.00%Q2 2013Q4 201927
Manikay Partners, LLC 27270.74%2.50%5.64%Q2 2013Q4 201927
M&T BANK CORP 2250.00%0.00%0.01%Q2 2013Q4 202027
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1720.00%0.00%0.00%Q2 2013Q4 202026
MARK SHEPTOFF FINANCIAL PLANNING, LLC 26260.00%0.00%0.00%Q1 2014Q2 202026
GLENMEDE TRUST CO NA 1810.00%0.00%0.00%Q2 2011Q4 202026
KBC Group NV 26260.00%0.00%0.00%Q2 2013Q3 201926
MACROVIEW INVESTMENT MANAGEMENT LLC 1880.00%0.00%0.00%Q2 2013Q4 202026
MUFG Americas Holdings Corp 2010.00%0.00%0.00%Q1 2011Q4 202025
UBS Group AG 25250.00%0.00%0.00%Q4 2014Q4 202025
Community Bank, N.A. 25250.00%0.00%0.00%Q4 2014Q4 202025
Creative Planning 980.00%0.00%0.02%Q2 2013Q4 202025
Barrett Asset Management, LLC 24240.00%0.00%0.00%Q2 2013Q1 201924
AMERIPRISE FINANCIAL INC 1590.00%0.00%0.00%Q2 2013Q4 202024
MOTCO 24240.00%0.00%0.00%Q1 2015Q4 202024
REILLY FINANCIAL ADVISORS, LLC 1130.00%0.00%0.00%Q1 2014Q4 202024
Highlander Capital Management, LLC 1210.00%0.00%0.02%Q2 2013Q4 202024
STARR INTERNATIONAL CO INC 24241.18%6.84%14.80%Q2 2013Q1 201924
Glassman Wealth Services 23230.00%0.00%0.00%Q2 2015Q4 202023
NEXT Financial Group, Inc 1420.00%0.00%0.01%Q2 2014Q4 202023
ZAZOVE ASSOCIATES LLC 1210.01%0.29%0.99%Q2 2013Q3 201923
Horizon Kinetics 23230.01%0.03%0.05%Q2 2013Q4 201823
Ledyard National Bank 23230.00%0.00%0.00%Q2 2013Q4 201823
Stanley Capital Management, LLC 1850.03%3.50%33.76%Q4 2014Q4 202023
BROWN ADVISORY INC 1940.00%0.00%0.00%Q2 2013Q3 202023
Teewinot Capital Advisers, L.L.C. 23230.84%3.59%5.79%Q1 2014Q3 201923
Arete Wealth Advisors, LLC 23230.18%2.88%5.79%Q4 2013Q2 201923
Endurance Wealth Management, Inc. 23230.00%0.00%0.00%Q2 2015Q4 202023
Cranbrook Wealth Management, LLC 1310.00%0.00%0.00%Q4 2013Q4 202022
ASSETMARK, INC 2110.00%0.00%0.00%Q2 2015Q4 202022
Allworth Financial LP 1840.00%0.00%0.00%Q1 2015Q4 202022
Hosking Partners LLP 22220.01%0.93%1.68%Q3 2015Q4 202022
TRUST CO OF VERMONT 22220.00%0.00%0.00%Q2 2013Q3 201822
State of Tennessee, Treasury Department 21210.00%0.00%0.01%Q3 2015Q3 202021
First PREMIER Bank 21210.00%0.00%0.00%Q4 2015Q4 202021
SALZHAUER MICHAEL 1510.00%0.23%0.70%Q4 2013Q3 202021
Versant Capital Management, Inc 21210.00%0.00%0.00%Q4 2015Q4 202021
BlackRock Inc. 21210.00%0.00%0.00%Q4 2015Q4 202021
WELLINGTON MANAGEMENT GROUP LLP 21210.00%0.00%0.00%Q2 2013Q2 201821
Asset Dedication, LLC 21210.00%0.00%0.00%Q4 2015Q4 202021
Fiduciary Group LLC 21210.00%0.02%0.10%Q2 2015Q2 202021
Richmond Hill Investment Co., LP 21211.92%6.29%12.87%Q4 2014Q4 201921
Sather Financial Group Inc 21210.07%2.07%3.61%Q1 2014Q1 201921
WOLVERINE ASSET MANAGEMENT LLC 1910.00%0.03%0.09%Q3 2013Q4 202021
HOWE & RUSLING INC 1110.00%0.00%0.00%Q2 2013Q4 202020
Moon Capital Management, LLC 1820.22%0.62%2.43%Q1 2014Q3 201920
CENTRAL BANK & TRUST CO 20200.00%0.00%0.00%Q2 2013Q1 201820
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 20200.00%0.00%0.01%Q2 2013Q1 201820
BRAVE ASSET MANAGEMENT INC 20200.11%0.20%0.53%Q4 2013Q3 201820
1832 Asset Management L.P. 20200.00%0.00%0.00%Q1 2016Q4 202020
Municipal Employees' Retirement System of Michigan 20200.00%0.00%0.01%Q3 2013Q2 201820
STATE STREET CORP 1280.00%0.00%0.00%Q2 2013Q3 201820
Evercore Wealth Management, LLC 19190.00%0.00%0.00%Q2 2013Q4 201719
PRELUDE CAPITAL MANAGEMENT, LLC 19190.01%0.03%0.08%Q3 2013Q1 201819
TRUST DEPARTMENT MB FINANCIAL BANK N A 1630.00%0.00%0.00%Q2 2013Q1 201919
First Pacific Advisors, LP 19190.00%0.13%0.24%Q1 2016Q3 202019
CSS LLC/IL 1710.00%0.01%0.02%Q1 2015Q3 202019
EDMOND DE ROTHSCHILD HOLDING S.A. 1720.00%0.00%0.00%Q2 2015Q4 202019
ATWOOD & PALMER INC 1010.00%0.00%0.00%Q3 2014Q4 202019
Manchester Capital Management LLC 1210.00%0.00%0.00%Q1 2015Q4 202019
Focused Wealth Management, Inc 19190.00%0.00%0.00%Q3 2013Q1 201819
M&R CAPITAL MANAGEMENT INC 19190.00%0.00%0.00%Q2 2016Q4 202019
Cribstone Capital Management, LLC 990.00%0.00%0.00%Q2 2016Q4 202018
Barnett & Company, Inc. 18180.00%0.00%0.00%Q2 2016Q3 202018
MCF Advisors LLC 1710.00%0.00%0.00%Q4 2011Q4 201618
Cable Hill Partners, LLC 18180.00%0.00%0.00%Q4 2014Q1 201918
CREDIT AGRICOLE S A 1170.00%0.00%0.00%Q2 2013Q4 202018
Force Capital Management LLC 18180.29%1.91%4.50%Q2 2013Q3 201718
Silver Point Capital L.P. 18181.13%3.13%6.07%Q2 2013Q3 201718
Advisory Services Network, LLC 1610.00%0.00%0.00%Q1 2016Q4 202018
Estabrook Capital Management 1710.00%0.00%0.00%Q2 2016Q4 202018
Spindletop Capital, LLC 1260.23%1.58%2.72%Q4 2014Q1 202018
LPL Financial LLC 18180.00%0.00%0.00%Q2 2016Q3 202018
Johnson Financial Group, Inc. 1620.00%0.00%0.00%Q1 2014Q1 202018
CARL DOMINO INC 17170.26%0.38%0.50%Q2 2013Q2 201717
WFG Advisors, LP 17170.00%0.00%0.00%Q2 2013Q2 201717
Global Retirement Partners, LLC 17170.00%0.00%0.00%Q4 2016Q4 202017
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 1160.00%0.10%0.19%Q3 2016Q4 202017
Aperio Group, LLC 17170.00%0.00%0.01%Q2 2013Q2 201717
Jacobi Capital Management LLC 17170.00%0.00%0.00%Q4 2016Q4 202017
Baupost Group 17170.08%0.45%0.79%Q2 2013Q2 201717
Financial Architects, Inc 1010.00%0.00%0.00%Q2 2013Q2 202017
TCI Wealth Advisors, Inc. 710.00%0.00%0.00%Q4 2012Q4 202017
ROYAL LONDON ASSET MANAGEMENT LTD 510.00%0.00%0.00%Q2 2013Q4 202017
SUSQUEHANNA INTERNATIONAL GROUP, LLP 17170.00%0.01%0.03%Q4 2016Q4 202017
Parallel Advisors, LLC 17170.00%0.00%0.00%Q4 2016Q4 202017
DELTA ASSET MANAGEMENT LLC/TN 1030.00%0.00%0.00%Q2 2013Q4 202017
Geneos Wealth Management Inc. 16160.00%0.00%0.00%Q1 2016Q4 201916
Gemmer Asset Management LLC 16160.00%0.00%0.00%Q1 2017Q4 202016
Kistler-Tiffany Companies, LLC 1110.00%0.00%0.00%Q1 2014Q4 202016
CAPITAL GUARDIAN TRUST CO 16160.00%0.00%0.00%Q2 2013Q1 201716
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1150.00%0.00%0.04%Q4 2016Q4 202016
Psagot Value Holdings Ltd. 310.00%0.00%0.00%Q2 2013Q4 202016
VALLEY NATIONAL ADVISERS INC 1210.00%0.00%0.00%Q1 2015Q4 202016
Locust Wood Capital Advisers 16161.06%2.59%4.05%Q2 2013Q1 201716
D. E. Shaw & Co., Inc. 16160.00%0.00%0.00%Q1 2017Q4 202016
Avior Wealth Management, LLC 1230.00%0.00%0.00%Q3 2014Q4 202015
MSI Financial Services Inc 15150.00%0.00%0.01%Q2 2013Q4 201615
People's United Financial, Inc. 910.00%0.00%0.00%Q2 2013Q2 201715
Gradient Investments LLC 1140.00%0.00%0.00%Q2 2013Q4 202015
EQUITEC SPECIALISTS, LLC 810.00%0.95%6.51%Q4 2015Q4 202015
Rothschild & Co Wealth Management UK Ltd 15150.00%0.00%0.00%Q1 2014Q3 201715
CREDIT SUISSE AG/ 1410.00%0.01%0.01%Q1 2013Q1 201715
TD Capital Management LLC 15150.00%0.00%0.00%Q2 2017Q4 202015
BlackRock Investment Management, LLC 15150.00%0.00%0.00%Q2 2013Q4 201615
BlackRock Group LTD 15150.00%0.00%0.00%Q2 2013Q4 201615
MYCIO WEALTH PARTNERS, LLC 1410.00%0.00%0.00%Q2 2013Q4 201915
BNP PARIBAS FINANCIAL MARKETS 1320.00%0.00%0.00%Q2 2013Q4 202015
BlackRock Institutional Trust Company, N.A. 15150.00%0.00%0.00%Q2 2013Q4 201615
Advisor Group, Inc. 15150.00%0.00%0.01%Q2 2016Q4 201915
Alexandria Capital, LLC 1230.00%0.00%0.00%Q2 2013Q2 201715
Concourse Capital Management, LLC 1111.36%3.55%4.47%Q1 2014Q4 201714
Advisors Asset Management, Inc. 14140.00%0.00%0.00%Q2 2013Q3 201614
Hound Partners 14140.85%1.31%1.61%Q2 2013Q3 201614
Fairholme Capital Management 14145.06%9.37%21.48%Q2 2013Q3 201614
Boyle Capital Management, L.L.C. 14145.04%9.69%23.59%Q2 2013Q3 201614
BREWIN DOLPHIN LTD 14140.00%0.00%0.01%Q3 2017Q4 202014
Smithfield Trust Co 14140.00%0.00%0.00%Q2 2013Q3 201614
SIGNATUREFD, LLC 14140.00%0.00%0.00%Q2 2013Q3 201614
CWH Capital Management, Inc. 14140.00%0.73%1.42%Q3 2017Q4 202014
Covington Capital Management 14140.00%0.00%0.00%Q3 2017Q4 202014
Pacific Center for Financial Services 14140.00%0.00%0.00%Q3 2017Q4 202014
Blue Ridge Capital, L.L.C. 14140.18%0.28%0.36%Q2 2013Q3 201614
ROCKEFELLER FINANCIAL SERVICES INC 13130.00%0.00%0.00%Q3 2013Q3 201613
American Portfolios Advisors 13130.00%0.00%0.00%Q4 2017Q4 202013
Steward Partners Investment Advisory, LLC 850.00%0.00%0.00%Q4 2016Q2 202013
Centerpoint Advisors, LLC 13130.00%0.00%0.00%Q4 2017Q4 202013
TOTH FINANCIAL ADVISORY CORP 13130.00%0.00%0.00%Q4 2017Q4 202013
Raffles Associates 13131.71%2.41%3.10%Q2 2013Q2 201613
Sound Income Strategies, LLC 13130.00%0.00%0.00%Q4 2017Q4 202013
Bruderman Asset Management, LLC 510.00%0.00%0.01%Q1 2015Q1 201913
CapWealth Advisors, LLC 760.00%0.00%0.00%Q2 2013Q3 201613
BLOOM TREE PARTNERS, LLC 850.24%1.12%2.33%Q2 2013Q3 201613
Wealthcare Advisory Partners LLC 13130.00%0.00%0.00%Q1 2017Q1 202013
Vantage Investment Advisors, LLC 850.00%0.00%0.00%Q4 2014Q1 201813
Texan Capital Management 12120.00%0.00%0.00%Q1 2015Q4 201712
TRUSTCORE FINANCIAL SERVICES, LLC 840.00%0.00%0.01%Q4 2017Q4 202012
Live Your Vision, LLC 1110.00%0.00%0.01%Q3 2015Q1 201912
CITIZENS FINANCIAL GROUP INC/RI 710.00%0.00%0.00%Q4 2015Q2 202012
Westside Investment Management, Inc. 710.00%0.00%0.00%Q4 2016Q4 202012
Bedel Financial Consulting, Inc. 12120.00%0.00%0.00%Q1 2018Q4 202012
AEGIS FINANCIAL CORP 12120.61%1.40%2.40%Q2 2013Q1 201612
GUGGENHEIM CAPITAL LLC 12120.00%0.00%0.01%Q2 2013Q1 201612
OTA Financial Group L.P. 660.32%7.43%32.72%Q3 2016Q2 202012
PRICE T ROWE ASSOCIATES INC /MD/ 12120.00%0.00%0.00%Q2 2013Q1 201612
CWM, LLC 510.00%0.00%0.00%Q4 2013Q4 201812
AdvisorNet Financial, Inc 12120.00%0.00%0.00%Q4 2017Q3 202012
IFP Advisors, Inc 1110.00%0.00%0.00%Q4 2015Q4 201812
Swift Run Capital 12122.62%4.68%6.28%Q4 2014Q3 201712
BLAIR WILLIAM & CO/IL 12120.00%0.00%0.00%Q1 2018Q4 202012
Capital Bank & Trust Co 12120.00%0.00%0.00%Q2 2017Q1 202012
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Grantham, Mayo, Van Otterloo & Co. LLC 740.00%0.02%0.04%Q2 2013Q2 201611
Litman Gregory Wealth Management LLC 1010.00%0.00%0.00%Q3 2017Q2 202011
McIlrath & Eck, LLC 11110.00%0.00%0.00%Q4 2017Q2 202011
Red Cedar Capital, LLC 920.00%0.00%0.00%Q4 2017Q4 202011
CT Financial Advisors LLC 1010.00%0.00%0.00%Q1 2014Q1 201711
YorkBridge Wealth Partners, LLC 11110.00%0.00%0.00%Q4 2016Q2 201911
CAPTRUST FINANCIAL ADVISORS 830.00%0.00%0.00%Q4 2017Q4 202011
BDO Wealth Advisors, LLC 11110.00%0.00%0.00%Q2 2018Q4 202011
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 11110.00%0.00%0.00%Q2 2013Q4 201511
Gifford Fong Associates 11110.00%0.02%0.04%Q2 2018Q4 202011
Lehman Financial Resources, Inc. 11110.00%0.00%0.00%Q1 2013Q3 201511
Certified Advisory Corp 11110.00%0.00%0.00%Q4 2017Q2 202011
VERTEX ONE ASSET MANAGEMENT INC. 1010.05%1.37%3.81%Q3 2015Q3 201911
1834 INVESTMENT ADVISORS CO 910.00%0.00%0.00%Q4 2017Q4 202011
Hoxton Financial, Inc. 1010.00%0.00%0.00%Q2 2013Q1 201611
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 640.00%0.00%0.00%Q2 2013Q1 201810
Capital Research Global Investors 10100.00%0.01%0.02%Q3 2018Q4 202010
Patriot Financial Group Insurance Agency, LLC 10100.00%0.00%0.00%Q3 2018Q4 202010
Russell Investments Group, Ltd. 10100.00%0.00%0.01%Q3 2018Q4 202010
EdgePoint Investment Group Inc. 10100.00%0.00%0.00%Q3 2015Q4 201710
HIGHBRIDGE CAPITAL MANAGEMENT LLC 910.09%0.63%1.09%Q4 2015Q4 201910
Omnia Family Wealth, LLC 10100.00%0.00%0.00%Q4 2016Q1 201910
Brick & Kyle, Associates 10100.00%0.00%0.00%Q4 2014Q1 201710
Pinnacle Summer Investments, Inc. 10100.00%0.00%0.00%Q3 2013Q4 201510
CAMBIAR INVESTORS LLC 10100.01%0.06%0.12%Q1 2018Q2 202010
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.00%Q2 2018Q3 202010
SEIZERT CAPITAL PARTNERS, LLC 10100.01%0.02%0.06%Q2 2013Q3 201510
Arlington Partners LLC 10100.00%0.00%0.00%Q3 2018Q4 202010
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 10100.00%0.00%0.00%Q3 2018Q4 202010
Corbenic Partners LLC 820.00%0.00%0.00%Q3 2014Q4 201710
FinTrust Capital Advisors, LLC 990.00%0.00%0.00%Q4 2018Q4 20209
Larson Financial Group LLC 990.00%0.00%0.00%Q4 2018Q4 20209
Truehand, Inc 990.00%0.00%0.00%Q4 2018Q4 20209
Pinnacle Bancorp, Inc. 990.00%0.00%0.00%Q4 2018Q4 20209
Waverly Advisors, LLC 990.00%0.00%0.00%Q3 2013Q3 20159
Bay Harbor Wealth Management, LLC 990.00%0.00%0.00%Q4 2018Q4 20209
Beacon Capital Management, Inc. 990.00%0.00%0.00%Q4 2013Q4 20159
Invesco Ltd. 990.00%0.00%0.00%Q2 2013Q2 20159
NVWM, LLC 520.00%0.00%0.00%Q4 2017Q4 20209
Zweig-DiMenna Associates LLC 990.01%0.81%1.67%Q1 2018Q1 20209
NewSquare Capital LLC 990.00%0.00%0.00%Q4 2018Q4 20209
LBA Wealth Management, LLC 540.00%0.00%0.00%Q4 2014Q1 20179
Triad Investment Management 990.04%1.59%4.09%Q4 2018Q4 20209
Prestige Wealth Management Group LLC 990.00%0.00%0.00%Q4 2018Q4 20209
Parkside Financial Bank & Trust 420.00%0.00%0.00%Q3 2015Q1 20189
North Star Investment Management Corp. 540.00%0.00%0.00%Q4 2014Q4 20209
Stonehage Fleming Financial Services Holdings Ltd 990.00%0.00%0.00%Q4 2014Q4 20169
TSFG, LLC 880.00%0.00%0.00%Q1 2019Q4 20208
OneDigital Investment Advisors LLC 710.00%0.00%0.01%Q2 2017Q2 20198
Intellectus Partners, LLC 880.00%0.00%0.00%Q4 2016Q3 20188
CIDEL ASSET MANAGEMENT INC 880.00%0.01%0.07%Q1 2019Q4 20208
Investors Research Corp 880.00%0.00%0.00%Q1 2019Q4 20208
JFS WEALTH ADVISORS, LLC 610.00%0.00%0.00%Q2 2014Q1 20178
Regal Investment Advisors LLC 880.00%0.00%0.00%Q4 2013Q3 20158
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 880.01%0.01%0.03%Q4 2016Q3 20188
ALLIANCEBERNSTEIN L.P. 880.00%0.00%0.00%Q2 2013Q1 20158
FIDUCIARY SERVICES CORP/GA 880.06%0.09%0.12%Q2 2013Q1 20158
Strategic Wealth Partners, Ltd. 880.00%0.00%0.00%Q4 2017Q3 20198
OPPENHEIMER & CO INC 880.01%0.01%0.01%Q2 2014Q1 20168
BALTIMORE CAPITAL MANAGEMENT, INC 710.36%1.22%2.00%Q1 2017Q1 20198
Harel Insurance Investments & Financial Services Ltd. 880.00%0.01%0.01%Q1 2016Q4 20178
Arizona State Retirement System 880.00%0.00%0.00%Q1 2013Q4 20148
BOSTON PRIVATE BANK & TRUST CO 880.00%0.00%0.00%Q2 2013Q1 20158
Patten Group, Inc. 710.00%0.01%0.02%Q4 2014Q4 20168
LSV ASSET MANAGEMENT 770.00%0.00%0.00%Q2 2013Q4 20147
Kavi Asset Management, LP 770.40%0.88%1.16%Q2 2016Q4 20177
HSBC HOLDINGS PLC 610.00%0.00%0.00%Q3 2013Q2 20157
Global Wealth Management Investment Advisory, Inc. 770.00%0.00%0.00%Q4 2018Q2 20207
SHAPIRO ROBERT N 770.00%0.00%0.00%Q2 2013Q4 20147
Bank of Kentucky, Inc. 430.00%0.00%0.00%Q2 2013Q1 20157
NEW ENGLAND SECURITIES CORP /MA/ 770.00%0.00%0.00%Q2 2013Q4 20147
OPTIMUM INVESTMENT ADVISORS 770.00%0.00%0.00%Q3 2013Q1 20157
Klingman & Associates, LLC 610.00%0.00%0.00%Q4 2014Q3 20167
MASSMUTUAL TRUST CO FSB/ADV 610.00%0.00%0.00%Q3 2014Q2 20167
Gary Goldberg Planning Services Inc 770.01%0.01%0.01%Q2 2013Q4 20147
Ancora Advisors LLC 510.00%0.00%0.00%Q4 2016Q4 20207
HM PAYSON & CO 770.00%0.00%0.00%Q2 2019Q4 20207
WealthTrust Fairport, LLC 770.00%0.00%0.00%Q2 2013Q4 20147
HL FINANCIAL SERVICES LLC 310.01%0.01%0.01%Q2 2013Q1 20177
WHITENER CAPITAL MANAGEMENT, INC. 520.00%0.00%0.00%Q4 2017Q3 20197
Integrated Wealth Management 770.00%0.00%0.00%Q1 2015Q3 20167
COMMONWEALTH BANK OF AUSTRALIA 610.00%0.00%0.00%Q2 2013Q1 20157
Private Capital Group, LLC 430.00%0.00%0.00%Q4 2017Q3 20197
WEBSTER BANK, N. A. 610.00%0.00%0.00%Q1 2019Q4 20207
Akre Capital Management 770.04%0.09%0.27%Q2 2015Q4 20167
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 770.00%0.00%0.01%Q2 2013Q4 20147
UBS ASSET MANAGEMENT AMERICAS INC 770.00%0.00%0.00%Q1 2018Q3 20197
FOUNDERS BANK & TRUST 770.00%0.00%0.00%Q2 2013Q4 20147
PRIVATE TRUST CO NA 770.00%0.00%0.00%Q1 2013Q3 20147
AFTON CAPITAL MANAGEMENT LLC 771.29%1.92%2.94%Q2 2013Q4 20147
ENVESTNET ASSET MANAGEMENT INC 510.00%0.00%0.00%Q3 2013Q4 20177
Sowell Financial Services LLC 610.00%0.00%0.00%Q4 2016Q4 20207
FMR LLC 510.00%0.00%0.00%Q2 2013Q4 20186
SeaCrest Wealth Management, LLC 660.00%0.00%0.00%Q4 2017Q1 20196
GEODE CAPITAL MANAGEMENT, LLC 660.00%0.00%0.01%Q4 2016Q1 20186
Stifel Trust Company, N.A. 660.00%0.00%0.00%Q2 2013Q3 20146
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Gruss Capital Management LP 310.09%1.12%2.21%Q1 2016Q3 20186
Citadel Advisors 660.00%0.00%0.00%Q2 2013Q3 20146
IHT Wealth Management, LLC 660.00%0.02%0.08%Q1 2017Q2 20186
Edge Advisors, LLC 330.00%0.00%0.02%Q4 2016Q2 20186
Destination Wealth Management 660.00%0.00%0.00%Q1 2018Q2 20196
COMMUNITY BANK SYSTEM, INC. 660.00%0.00%0.00%Q2 2013Q3 20146
KAYNE ANDERSON CAPITAL ADVISORS LP 330.01%0.01%0.01%Q1 2015Q3 20166
SCHARF INVESTMENTS, LLC 660.01%0.01%0.01%Q1 2016Q2 20176
Ionic Capital Management LLC 410.01%0.26%0.61%Q4 2016Q4 20206
Sonora Investment Management, LLC 510.00%0.00%0.00%Q2 2019Q4 20206
Ruffer LLP 660.01%0.01%0.01%Q2 2013Q3 20146
Roble, Belko & Company, Inc 420.00%0.00%0.00%Q1 2016Q3 20176
Narwhal Capital Management 660.01%0.02%0.03%Q2 2018Q3 20196
TRUE Private Wealth Advisors 510.00%0.00%0.00%Q2 2019Q4 20206
Stonehage Fleming (UK) Ltd 310.00%0.00%0.00%Q4 2013Q4 20156
1919 Investment Counsel, LLC 660.00%0.00%0.00%Q2 2013Q3 20146
MANUFACTURERS LIFE INSURANCE COMPANY, THE 510.00%0.00%0.00%Q2 2013Q4 20186
Lee Financial Co 660.00%0.00%0.00%Q3 2019Q4 20206
RUDMAN ERROL M 660.30%1.25%2.34%Q4 2014Q1 20166
Virtu KCG Holdings LLC 110.01%0.01%0.02%Q4 2013Q2 20165
Institute for Wealth Management, LLC. 210.00%0.03%0.07%Q2 2013Q4 20195
First Horizon Advisors, Inc. 310.00%0.00%0.00%Q4 2013Q4 20205
NWK Group, Inc. 550.00%0.00%0.00%Q4 2019Q4 20205
ROPES WEALTH ADVISORS LLC 320.00%0.00%0.00%Q1 2015Q3 20185
Aspire Private Capital, LLC 410.00%0.00%0.00%Q1 2019Q4 20205
Plante Moran Financial Advisors, LLC 550.00%0.00%0.00%Q4 2019Q4 20205
BAR HARBOR TRUST SERVICES 550.39%0.50%0.62%Q3 2017Q3 20185
S.A. Mason LLC 550.00%0.00%0.01%Q4 2019Q4 20205
Bank of New York Mellon Corp 410.00%0.00%0.00%Q1 2015Q4 20165
SCHRODER INVESTMENT MANAGEMENT GROUP 550.00%0.00%0.00%Q3 2013Q3 20145
Kore Private Wealth LLC 320.00%0.00%0.00%Q4 2018Q2 20205
Stonebridge Capital Advisors LLC 550.00%0.00%0.00%Q2 2019Q2 20205
Atlas Private Wealth Management, LLC 550.00%0.00%0.00%Q4 2019Q4 20205
Gator Capital Management, LLC 550.46%1.08%1.45%Q4 2017Q4 20185
Rockefeller Capital Management L.P. 550.00%0.00%0.00%Q4 2019Q4 20205
Community Financial Services Group, LLC 550.00%0.00%0.00%Q3 2014Q3 20155
Burt Wealth Advisors 410.00%0.00%0.00%Q4 2017Q1 20195
PECAUT & CO. 550.01%0.03%0.06%Q1 2019Q1 20205
NORTHWEST WEALTH MANAGEMENT, LLC 550.00%0.00%0.00%Q1 2018Q1 20195
First Washington CORP 550.00%0.00%0.00%Q2 2013Q2 20145
Legacy Bridge, LLC 550.00%0.00%0.00%Q4 2018Q4 20195
GREYSTONE INVESTMENT MANAGEMENT LLC 320.27%0.42%0.54%Q2 2016Q1 20185
NOMURA HOLDINGS INC 210.00%0.00%0.01%Q2 2014Q3 20165
Formidable Asset Management, LLC 320.00%0.00%0.00%Q3 2013Q3 20155
Rehmann Capital Advisory Group 320.00%0.01%0.07%Q2 2018Q3 20195
Omega Advisors Inc. 550.28%0.39%0.47%Q1 2017Q1 20185
WOODMONT INVESTMENT COUNSEL LLC 410.00%0.00%0.00%Q2 2015Q3 20165
Oxbow Advisors, LLC 550.17%0.55%0.82%Q4 2016Q4 20175
ENTERPRISE FINANCIAL SERVICES CORP 550.00%0.00%0.00%Q4 2015Q4 20165
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 550.00%0.00%0.00%Q4 2016Q4 20175
Krilogy Financial LLC 310.00%0.00%0.00%Q1 2016Q3 20185
CONNING INC. 440.00%0.00%0.00%Q3 2013Q2 20144
Inlet Private Wealth, LLC 440.00%0.00%0.01%Q1 2020Q4 20204
Laurion Capital Management LP 310.00%0.00%0.01%Q4 2014Q4 20154
ARROWGRASS CAPITAL PARTNERS (US) LP 440.02%0.02%0.03%Q1 2017Q4 20174
OSAIC HOLDINGS, INC. 440.00%0.00%0.00%Q1 2020Q4 20204
Lake Point Wealth Management 310.00%0.00%0.00%Q4 2018Q4 20194
Laurel Wealth Advisors, Inc. 440.10%0.12%0.15%Q4 2015Q3 20164
Fusion Investment Group, LLC 220.00%0.00%0.00%Q2 2014Q3 20154
Bandera Partners LLC 440.49%0.51%0.56%Q2 2013Q1 20144
Peachtree Investment Advisors, Inc. 440.00%0.00%0.00%Q3 2014Q2 20154
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 440.00%0.00%0.00%Q4 2018Q3 20194
PEAK6 Group LLC 440.06%0.07%0.08%Q1 2017Q4 20174
Rathbones Group PLC 210.00%0.01%0.02%Q1 2017Q2 20204
APG Asset Management N.V. 440.00%0.00%0.01%Q2 2013Q1 20144
Zions Trust, National Association 440.03%0.04%0.04%Q2 2013Q1 20144
Portfolio Strategies, Inc. 440.00%0.00%0.00%Q4 2017Q3 20184
Heritage Trust Co 440.00%0.00%0.00%Q1 2017Q4 20174
Amici Capital, LLC 310.00%0.00%0.01%Q3 2013Q3 20144
Wagner Wealth Management, LLC 440.00%0.00%0.00%Q4 2017Q3 20184
Vigilant Capital Management, LLC 440.01%0.01%0.01%Q4 2015Q3 20164
Cresset Asset Management, LLC 440.00%0.00%0.01%Q4 2019Q3 20204
Mascoma Wealth Management LLC 440.00%0.00%0.00%Q4 2016Q3 20174
Limestone Value Partners, LLC 442.05%3.72%5.66%Q4 2015Q3 20164
Vanguard Capital Wealth Advisors 440.22%0.28%0.35%Q3 2018Q2 20194
RMB Capital Management, LLC 310.00%0.00%0.00%Q2 2016Q2 20204
Tower Research Capital LLC (TRC) 210.00%0.00%0.00%Q2 2013Q1 20194
Realta Investment Advisors 440.00%0.00%0.00%Q1 2019Q4 20194
Firestone Capital Management 310.00%0.00%0.00%Q4 2019Q4 20204
WILLIAMS JONES & ASSOCIATES LLC 310.01%0.13%0.22%Q1 2014Q3 20174
BHF Kleinwort Benson Group S.A. 440.00%0.00%0.00%Q1 2014Q4 20144
Capital Investment Advisory Services, LLC 440.00%0.00%0.00%Q4 2018Q3 20194
PATHSTONE FAMILY OFFICE, LLC 440.00%0.00%0.00%Q1 2020Q4 20204
JBF Capital, Inc. 440.05%0.06%0.07%Q2 2015Q1 20164
WASHINGTON TRUST Co 440.00%0.00%0.00%Q1 2020Q4 20204
CLIFFORD SWAN INVESTMENT COUNSEL LLC 440.02%0.02%0.02%Q1 2014Q4 20144
Mountain Lake Investment Management LLC 440.58%0.67%0.87%Q1 2014Q4 20144
Signature Wealth Management Group 440.00%0.00%0.00%Q4 2017Q3 20184
Kelman-Lazarov, Inc. 440.00%0.00%0.00%Q1 2016Q4 20164
Sandy Spring Bank 110.00%0.00%0.00%Q2 2015Q4 20193
Atlas Private Wealth Advisors 330.00%0.00%0.00%Q2 2020Q4 20203
Golden State Wealth Management, LLC 210.00%0.00%0.00%Q2 2019Q1 20203
MERIDIAN INVESTMENT COUNSEL INC. 210.00%0.00%0.00%Q1 2017Q4 20173
TimeScale Financial, Inc. 330.00%0.00%0.00%Q2 2019Q4 20193
FIRST HORIZON CORP 210.00%0.00%0.00%Q2 2013Q4 20203
Franklin, Parlapiano, Turner & Welch, LLC 330.00%0.00%0.00%Q3 2015Q1 20163
Princeton Global Asset Management LLC 330.00%0.00%0.00%Q2 2020Q4 20203
CIBC Private Wealth Group, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
PALLADIUM PARTNERS LLC 210.00%0.00%0.00%Q2 2013Q1 20143
MILLER VALUE PARTNERS, LLC 330.00%0.02%0.04%Q1 2020Q3 20203
Spectrum Financial Alliance Ltd LLC 330.01%0.02%0.02%Q2 2018Q4 20183
MGO ONE SEVEN LLC 210.00%0.00%0.00%Q4 2017Q4 20183
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q4 2018Q1 20203
Family Legacy, Inc. 330.00%0.00%0.00%Q2 2018Q4 20183
TCTC Holdings, LLC 330.00%0.00%0.00%Q2 2020Q4 20203
Raab & Moskowitz Asset Management LLC 110.00%0.00%0.00%Q4 2014Q4 20193
LAZARD ASSET MANAGEMENT LLC 330.00%0.00%0.00%Q2 2014Q4 20143
Icon Wealth Partners, LLC 110.00%0.00%0.00%Q4 2017Q1 20193
AllSquare Wealth Management LLC 330.00%0.00%0.00%Q4 2014Q2 20153
PenderFund Capital Management Ltd. 331.61%1.91%2.10%Q1 2018Q3 20183
Semmax Financial Advisors Inc. 330.00%0.00%0.00%Q3 2019Q1 20203
Savant Capital, LLC 330.00%0.00%0.00%Q3 2018Q1 20193
Covey Capital Advisors, LLC 330.21%0.46%0.72%Q1 2017Q3 20173
Risk Paradigm Group, LLC 330.00%0.00%0.01%Q1 2015Q3 20153
Arbor Wealth Management, LLC 210.00%0.01%0.01%Q4 2015Q1 20193
Trilogy Capital Inc. 330.00%0.00%0.00%Q1 2018Q3 20183
CAROLINAS WEALTH CONSULTING LLC 330.00%0.00%0.00%Q2 2020Q4 20203
PRENTISS SMITH & CO INC 210.00%0.00%0.00%Q3 2017Q3 20183
Concert Wealth Management Inc. 330.03%0.05%0.06%Q3 2016Q1 20173
B. Riley Wealth Management, Inc. 330.00%0.00%0.00%Q4 2014Q2 20153
Procyon Advisors, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
HARBERT MANAGEMENT CORP 333.00%3.30%3.77%Q2 2013Q4 20133
Bellwether Investment Group, LLC 210.00%0.00%0.00%Q2 2016Q1 20173
Bluefin Trading, LLC 210.13%0.17%0.20%Q2 2013Q1 20193
FRANKLIN RESOURCES INC 330.00%0.00%0.00%Q2 2020Q4 20203
Essex Savings Bank 330.00%0.00%0.00%Q4 2018Q2 20193
Weaver Consulting Group 330.00%0.00%0.00%Q1 2020Q3 20203
Brinker Capital Investments, LLC 210.00%0.00%0.00%Q4 2013Q2 20193
Founders Capital Management 330.00%0.00%0.00%Q2 2017Q4 20173
QCI ASSET MANAGEMENT INC/NY 330.00%0.00%0.00%Q2 2013Q4 20133
Aevitas Wealth Management, Inc. 210.00%0.00%0.00%Q4 2017Q1 20193
WEDBUSH SECURITIES INC 330.00%0.00%0.00%Q1 2020Q3 20203
Centaur Capital 330.80%0.98%1.15%Q1 2018Q3 20183
1776 Wealth LLC 330.00%0.00%0.00%Q4 2019Q2 20203
MARINO, STRAM & ASSOCIATES LLC 210.00%0.00%0.00%Q4 2017Q1 20193
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 330.00%0.00%0.00%Q4 2019Q2 20203
Edge Wealth Management LLC 110.00%0.00%0.00%Q1 2015Q1 20172
Partnervest Advisory Services LLC 220.00%0.00%0.00%Q2 2013Q3 20132
IBEX WEALTH ADVISORS 110.00%0.00%0.00%Q4 2016Q2 20192
TORONTO DOMINION BANK 220.00%0.00%0.00%Q1 2013Q2 20132
Bryn Mawr Capital Management, LLC 220.06%0.10%0.13%Q1 2019Q2 20192
PENSECO FINANCIAL SERVICES CORP 220.00%0.00%0.00%Q2 2013Q3 20132
Cetera Advisors LLC 110.00%0.58%1.16%Q3 2014Q3 20142
Wealthspire Advisors, L.P. 110.00%0.00%0.00%Q1 2018Q3 20182
Elite Wealth Management, Inc. 220.00%0.00%0.00%Q3 2013Q4 20132
Harvest Capital Strategies LLC 220.04%0.09%0.14%Q2 2013Q3 20132
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q1 2020Q3 20202
Harfst & Associates, Inc. 110.00%0.00%0.00%Q2 2015Q2 20172
ACCURATE INVESTMENT SOLUTIONS, INC. 220.00%0.00%0.00%Q4 2015Q1 20162
Laird Norton Wetherby Wealth Management, LLC 110.00%0.00%0.00%Q2 2015Q4 20172
Joel Isaacson & Co., LLC 220.00%0.00%0.00%Q3 2015Q4 20152
PRUDENTIAL PLC 220.00%0.00%0.00%Q2 2019Q3 20192
CHILTON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q1 20192
AlphaMark Advisors, LLC 110.00%0.00%0.00%Q2 2013Q4 20132
Axiom Investment Management LLC 220.01%0.01%0.01%Q1 2019Q2 20192
Advisors Capital Management, LLC 220.00%0.00%0.00%Q3 2013Q4 20132
Planned Solutions, Inc. 220.00%0.00%0.00%Q3 2020Q4 20202
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
RESOURCES MANAGEMENT CORP /CT/ /ADV 220.00%0.00%0.00%Q3 2019Q4 20192
RAPTOR CAPITAL MANAGEMENT LP 220.24%0.24%0.25%Q2 2013Q3 20132
Donald L. Hagan, LLC 110.00%0.00%0.00%Q3 2015Q1 20162
Jackson, Grant Investment Advisers, Inc. 220.00%0.00%0.00%Q4 2015Q1 20162
EP Wealth Advisors, LLC 220.00%0.00%0.00%Q2 2015Q3 20152
Knuff & Co LLC 220.01%0.02%0.02%Q1 2019Q2 20192
Orion Portfolio Solutions, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
HRT FINANCIAL LP 220.00%0.00%0.00%Q2 2020Q3 20202
SALEM INVESTMENT COUNSELORS INC 220.00%0.00%0.00%Q2 2019Q3 20192
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.00%0.00%0.00%Q2 2016Q3 20182
Pinnacle Holdings, LLC 220.00%0.00%0.00%Q3 2015Q4 20152
Baron Financial Group, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
RMR Wealth Builders 220.00%0.00%0.00%Q3 2020Q4 20202
Holloway Wealth Management, LLC 220.00%0.00%0.00%Q4 2016Q1 20172
Old North State Trust, LLC 220.00%0.00%0.00%Q3 2018Q4 20182
Wealth Quarterback LLC 220.00%0.00%0.00%Q4 2019Q1 20202
HIGHLAND CAPITAL MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2015Q3 20152
Mariner Wealth Advisors-Madison, LLC 220.00%0.00%0.00%Q2 2013Q3 20132
Poehling Capital Management, INC. 220.00%0.00%0.00%Q4 2017Q1 20182
First Allied Advisory Services, Inc. 110.00%0.00%0.00%Q4 2017Q3 20192
Clearstead Advisors, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Bell Rock Capital LLC 220.00%0.00%0.00%Q1 2018Q2 20182
EPG Wealth Management LLC 220.00%0.00%0.00%Q4 2019Q1 20202
WEINTRAUB CAPITAL MANAGEMENT, L.P. 221.86%2.29%2.72%Q2 2013Q3 20132
Private Advisor Group, LLC 110.00%0.00%0.00%Q3 2014Q2 20202
Stratos Wealth Partners, LTD. 220.00%0.00%0.00%Q4 2017Q1 20182
Genesis Wealth Advisors, LLC 220.00%0.00%0.00%Q1 2015Q2 20152
BB&T SECURITIES, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Aris Wealth Services, Inc. 220.01%0.01%0.02%Q1 2015Q2 20152
JANE STREET GROUP, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
HORIZON KINETICS ASSET MANAGEMENT LLC 220.01%0.01%0.02%Q1 2019Q2 20192
Berman Capital Advisors, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Laurel Grove Capital, LLC 220.43%0.54%0.64%Q3 2017Q4 20172
GREAT WEST LIFE ASSURANCE CO /CAN/ 220.00%0.00%0.00%Q3 2013Q4 20132
Baystate Wealth Management LLC 220.00%0.00%0.00%Q4 2016Q1 20172
STUYVESANT CAPITAL MANAGEMENT 220.38%0.39%0.40%Q2 2013Q3 20132
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q4 2018Q4 20192
Ballentine Partners, LLC 220.00%0.00%0.00%Q2 2017Q3 20172
EDMOND DE ROTHSCHILD (SUISSE) S.A. 220.00%0.00%0.00%Q2 2015Q3 20152
Brookstone Capital Management 220.00%0.00%0.00%Q2 2015Q3 20152
Checchi Capital Advisers, LLC 220.00%0.00%0.00%Q1 2016Q2 20162
Financial Management Professionals, Inc. 220.00%0.00%0.00%Q4 2014Q1 20152
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 110.24%0.24%0.24%Q3 2018Q3 20181
Tarbox Family Office, Inc. 110.01%0.01%0.01%Q1 2014Q1 20141
STIFEL NICOLAUS & CO INC \MO\ 110.01%0.01%0.01%Q3 2013Q3 20131
Catamount Wealth Management 110.00%0.00%0.00%Q2 2016Q2 20161
OLD NATIONAL BANCORP /IN/ 110.00%0.00%0.00%Q1 2015Q1 20151
MADISON WEALTH MANAGEMENT 110.24%0.24%0.24%Q4 2019Q4 20191
Wallington Asset Management, LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Personal Wealth Partners 110.00%0.00%0.00%Q2 2019Q2 20191
HARRIS ASSOCIATES L P 110.00%0.00%0.00%Q4 2020Q4 20201
KELLEHER FINANCIAL ADVISORS 110.00%0.00%0.00%Q1 2016Q1 20161
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
SITTNER & NELSON, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Reby Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Glovista Investments LLC 110.00%0.00%0.00%Q2 2014Q2 20141
CoreFirst Bank & Trust 110.00%0.00%0.00%Q4 2020Q4 20201
Compass Efficient Model Portfolios, LLC 110.00%0.00%0.00%Q4 2013Q4 20131
Orbitronix, LP 110.30%0.30%0.30%Q4 2014Q4 20141
WealthPLAN Partners, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
Whetstone Capital Advisors, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
MONTAG A & ASSOCIATES INC 110.00%0.00%0.00%Q4 2020Q4 20201
TOMPKINS FINANCIAL CORP 110.00%0.00%0.00%Q4 2013Q4 20131
Bank Pictet & Cie (Europe) AG 110.85%0.85%0.85%Q1 2018Q1 20181
Claro Advisors LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Dorsey Wright & Associates 110.00%0.00%0.00%Q2 2013Q2 20131
BCM ADVISORS, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
Seven Post Investment Office LP 110.01%0.01%0.01%Q1 2020Q1 20201
CAPITAL CITY TRUST CO/FL 110.00%0.00%0.00%Q2 2013Q2 20131
Ford Financial Group, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Measured Wealth Private Client Group, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Carnick & Kubik, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
RWA WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Csenge Advisory Group 110.00%0.00%0.00%Q3 2018Q3 20181
REGIONS FINANCIAL CORP 110.00%0.00%0.00%Q1 2019Q1 20191
Weil Company, Inc. 110.00%0.00%0.00%Q3 2019Q3 20191
HALBERT HARGROVE GLOBAL ADVISORS, LLC 110.00%0.00%0.00%Q1 2014Q1 20141
MCRAE CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q1 2017Q1 20171
TOCQUEVILLE ASSET MANAGEMENT L.P. 110.00%0.00%0.00%Q2 2014Q2 20141
Antonetti Capital Management LLC 110.00%0.00%0.00%Q1 2014Q1 20141
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Financial Advocates Investment Management 110.00%0.00%0.00%Q4 2017Q4 20171
MML INVESTORS SERVICES, LLC 110.02%0.02%0.02%Q1 2017Q1 20171
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
Winch Advisory Services, LLC 110.00%0.00%0.00%Q2 2015Q2 20151
McAdam, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
MACKENZIE FINANCIAL CORP 110.02%0.02%0.02%Q2 2013Q2 20131
Red Door Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Gupta Wealth Management LLC 110.00%0.00%0.00%Q2 2015Q2 20151
Clarus Wealth Advisors 110.00%0.00%0.00%Q2 2018Q2 20181
Karp Capital Management Corp 110.00%0.00%0.00%Q1 2017Q1 20171
TEXAS PERMANENT SCHOOL FUND CORP 110.00%0.00%0.00%Q1 2013Q1 20131
Bridgeworth, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Cypress Point Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
V Wealth Advisors LLC 110.00%0.00%0.00%Q2 2017Q2 20171
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Virtue Capital Management, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
tru Independence LLC 110.00%0.00%0.00%Q3 2020Q3 20201
EFG Asset Management (Americas) Corp. 110.02%0.02%0.02%Q2 2014Q2 20141
New World Advisors LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Signature Financial Management, Inc. 110.41%0.41%0.41%Q1 2016Q1 20161
Arbiter Partners Capital Management LLC 110.05%0.05%0.05%Q1 2017Q1 20171
Segantii Capital Management Ltd 110.00%0.00%0.00%Q4 2020Q4 20201
FIRST HAWAIIAN BANK 110.00%0.00%0.00%Q1 2019Q1 20191
Santori & Peters, Inc. 110.00%0.00%0.00%Q4 2017Q4 20171
DOWLING & YAHNKE LLC 110.00%0.00%0.00%Q4 2019Q4 20191
FIDUCIARY TRUST INTERNATIONAL LLC 110.00%0.00%0.00%Q4 2018Q4 20181
BOURGEON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Tradition Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Campbell Wealth Management 110.00%0.00%0.00%Q2 2020Q2 20201
Clearwater Capital Advisors, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
HOWARD WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Riggs Asset Managment Co. Inc. 110.00%0.00%0.00%Q3 2015Q3 20151
Fortis Group Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
FIRST NATIONAL CORP /MA/ /ADV 110.00%0.00%0.00%Q1 2019Q1 20191
Israel Discount Bank of New York 110.00%0.00%0.00%Q1 2019Q1 20191
EVOKE WEALTH, LLC 110.05%0.05%0.05%Q4 2019Q4 20191
Moisand Fitzgerald Tamayo, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
B. Riley Wealth Advisors, Inc. 110.00%0.00%0.00%Q4 2014Q4 20141
GAM Holding AG 110.00%0.00%0.00%Q3 2019Q3 20191
Goodman Financial Corp 110.00%0.00%0.00%Q4 2017Q4 20171
LOEB PARTNERS CORP 110.01%0.01%0.01%Q4 2018Q4 20181
Executive Wealth Management, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
NJ State Employees Deferred Compensation Plan 110.06%0.06%0.06%Q1 2018Q1 20181
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q2 2020Q2 20201
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Wealthspire Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
TCW GROUP INC 110.02%0.02%0.02%Q3 2018Q3 20181
Main Street Research LLC 110.00%0.00%0.00%Q1 2016Q1 20161
Concord Wealth Partners 110.00%0.00%0.00%Q4 2020Q4 20201
BANQUE PICTET & CIE SA 110.11%0.11%0.11%Q1 2018Q1 20181
Loeb Offshore Management LP 110.32%0.32%0.32%Q4 2013Q4 20131
Windsor Capital Management, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Crosspoint Capital Strategies, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Lebenthal Asset Management, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
First Capital Advisors Group, LLC. 110.00%0.00%0.00%Q1 2018Q1 20181
Triangle Securities Wealth Management 110.00%0.00%0.00%Q2 2013Q2 20131
SIT INVESTMENT ASSOCIATES INC 110.00%0.00%0.00%Q4 2020Q4 20201
Ballew Advisors, Inc 110.00%0.00%0.00%Q3 2018Q3 20181
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
TCG Advisory Services, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Financial Avengers, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
CFM WEALTH PARTNERS LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Single Point Partners, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
GIRARD PARTNERS LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
Ausdal Financial Partners, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
SEI INVESTMENTS CO 110.00%0.00%0.00%Q1 2019Q1 20191
KINGDON CAPITAL MANAGEMENT, L.L.C. 111.33%1.33%1.33%Q4 2015Q4 20151
Irish Life Investment Managers Ltd. 110.01%0.01%0.01%Q2 2013Q2 20131
REGENTATLANTIC CAPITAL LLC 110.66%0.66%0.66%Q4 2014Q4 20141
Apollon Wealth Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Monarch Alternative Capital LP 1126.64%26.64%26.64%Q3 2013Q3 20131
US FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
Crestwood Advisors Group, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q3 2014Q3 20141
JNBA Financial Advisors 110.00%0.00%0.00%Q3 2016Q3 20161
WMS Partners, LLC 110.00%0.00%0.00%Q4 2014Q4 20141
T2 Partners Management, LP 110.78%0.78%0.78%Q3 2013Q3 20131
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
TRB Advisors LP 110.08%0.08%0.08%Q3 2013Q3 20131
Virtu Financial LLC 110.00%0.00%0.00%Q2 2020Q2 20201
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 110.01%0.01%0.01%Q2 2013Q2 20131
Allegis Investment Advisors, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
ShoreHaven Wealth Partners, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Arkadios Wealth Advisors 110.00%0.00%0.00%Q4 2020Q4 20201
Clear Harbor Asset Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
KCS Wealth Advisory 110.00%0.00%0.00%Q3 2019Q3 20191
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 110.00%0.00%0.00%Q2 2018Q2 20181
CREATIVE FINANCIAL DESIGNS INC /ADV 110.00%0.00%0.00%Q2 2020Q2 20201
One Capital Management, LLC 110.00%0.00%0.00%Q3 2014Q3 20141
RAYMOND JAMES & ASSOCIATES 110.00%0.00%0.00%Q1 2017Q1 20171
Financial Advisors Network, Inc. 110.00%0.00%0.00%Q4 2016Q4 20161
NORTHERN TRUST CORP 110.00%0.00%0.00%Q4 2013Q4 20131
CLEARY GULL INC. 110.00%0.00%0.00%Q1 2015Q1 20151
Retirement Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Joseph P. Lucia & Associates, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
External links

This page lists all the filers that currently own AMERICAN INTL GROUP INC or have owned AMERICAN INTL GROUP INC in the past.