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AES
AES

Name Holding Trade Value Shares
Change 		Change in
Stake
HR
451
Howe & Rusling
New York
$9K +$253 +22 +3%
FHA
452
First Horizon Advisors
Tennessee
$8K -$2.15K -187 -21%
DADC
453
D.A. Davidson & Co
Montana
$8K – – –
GRP
454
Global Retirement Partners
California
$8K – – –
FDCDDQ
455
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.78K -$1.04M -90,977 -99%
ZB
456
Zions Bancorporation
Utah
$7K +$4.49K +391 +173%
HAM
457
Highstreet Asset Management
Ontario, Canada
$7K +$7K +610 New
ADL
458
Asset Dedication LLC
California
$7K +$7.37K +642 New
FC
459
Ferris Capital
Massachusetts
$7K +$7.75K +675 New
SWA
460
Sutton Wealth Advisors
Florida
$6.94K +$735 +64 +11%
TFO
461
Tarbox Family Office
California
$6K – – –
BTIS
462
BB&T Investment Services
North Carolina
$6K +$115 +10 +2%
SFSIG
463
San Francisco Sentry Investment Group
California
$6K +$5.89K +513 New
IR
464
Invictus RG
Bermuda
$6K +$6.04K +526 New
WIM
465
Westside Investment Management
California
$5.59K – – –
TRCT
466
Tower Research Capital (TRC)
New York
$5K -$17.6K -1,535 -76%
PMFA
467
Plante Moran Financial Advisors
Michigan
$5K +$1.88K +164 +55%
FPFS
468
First Personal Financial Services
North Carolina
$5K +$3.33K +290 +145%
OFW
469
Omnia Family Wealth
Florida
$4K – – –
GBT
470
Grove Bank & Trust
Florida
$4K +$3.79K +330 New
WPA
471
West Paces Advisors
Georgia
$3.61K – – –
FANJ
472
Financial Architects (New Jersey)
New Jersey
$3K -$3.62K -315 -56%
PFSC
473
Peoples Financial Services Corp
Pennsylvania
$3K – – –
TWA
474
TCI Wealth Advisors
Arizona
$3K – – –
PFBT
475
Parkside Financial Bank & Trust
Missouri
$3K +$1.46K +127 +71%
17 18
19
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