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Aegon
AEG

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
226
IFP Advisors
Florida
$5.25K – – –
PS
227
Pinney & Scofield
Massachusetts
$5.17K – – –
VWWMG
228
Vermillion & White Wealth Management Group
Pennsylvania
$4.86K – – –
JWA
229
JFS Wealth Advisors
Pennsylvania
$4.08K – – –
FFA
230
Farther Finance Advisors
California
$4.08K -$5.69K -851 -60%
CPG
231
Cornerstone Planning Group
New Jersey
$3.92K +$3.28K +491 +832%
GSWM
232
Golden State Wealth Management
California
$3.85K – – –
MIM
233
MTM Investment Management
South Carolina
$3.63K +$3.35K +501 New
OWP
234
ORG Wealth Partners
Texas
$3.48K -$207 -31 -6%
CT
235
Caldwell Trust
Florida
$3.4K – – –
SPIA
236
Steward Partners Investment Advisory
New York
$3.15K – – –
BGAI
237
Bruce G. Allen Investments
Colorado
$2.99K +$715 +107 +35%
NA
238
NewEdge Advisors
Louisiana
$2.87K -$29.7K -4,450 -92%
SJIM
239
St. Johns Investment Management
Florida
$2.56K – – –
SC
240
Stephens Consulting
Michigan
$2.53K +$2.33K +349 New
GKIM
241
GW&K Investment Management
Massachusetts
$2K – – –
JEST
242
JTC Employer Solutions Trustee
Jersey
$2K – – –
SWM
243
Spire Wealth Management
Virginia
$1.87K – – –
MA
244
Montag & Associates
Georgia
$1.76K – – –
WA
245
Whipplewood Advisors
Colorado
$1.6K +$1.01K +151 +216%
CIAM
246
Caitong International Asset Management
Hong Kong
$1.43K +$1.32K +197 New
AIM
247
Anchor Investment Management
South Carolina
$1.33K – – –
TPWA
248
Twin Peaks Wealth Advisors
California
$1.18K +$1.06K +159 New
PWA
249
Physician Wealth Advisors
Utah
$913 +$842 +126 New
BI
250
Binnacle Investments
Iowa
$883 – – –
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