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AES
AES

Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
476
Tarbox Family Office
California
$8K -$1.31K -73 -11%
AIM
477
Artemis Investment Management
United Kingdom
$7.81K -$1.26M -70,142 -11%
FANJ
478
Financial Architects (New Jersey)
New Jersey
$7K – – –
PWMG
479
Prestige Wealth Management Group
New Jersey
$7K +$8.73K +487 New
EW
480
Evoke Wealth
California
$6.75K -$4.46K -249 -33%
SWA
481
Sutton Wealth Advisors
Florida
$6.66K – – –
FWM
482
FSA Wealth Management
Massachusetts
$6K – – –
IF
483
Ironwood Financial
Arizona
$6K – – –
EIP
484
Ellis Investment Partners
Pennsylvania
$6K +$6.02K +336 +166%
NC
485
NewSquare Capital
Pennsylvania
$6K +$7.33K +409 New
FMII
486
Farmers & Merchants Investments Inc
Nebraska
$5K – – –
SFSIG
487
San Francisco Sentry Investment Group
California
$5K – – –
SLF
488
Sun Life Financial
Ontario, Canada
$5K +$90 +5 +1%
PFBT
489
Parkside Financial Bank & Trust
Missouri
$5K +$1.42K +79 +26%
PFGIA
490
Patriot Financial Group Insurance Agency
Massachusetts
$5K +$6.44K +359 New
SWM
491
Selective Wealth Management
Virginia
$4K – – –
TWA
492
TCI Wealth Advisors
Arizona
$4K – – –
WCG
493
Weaver Consulting Group
California
$4K – – –
PFO
494
Pathstone Family Office
New Jersey
$4K +$5.34K +298 New
LSA
495
Lion Street Advisors
Texas
$4K +$5.65K +315 New
ST
496
Smithfield Trust
Pennsylvania
$3K -$12.7K -710 -76%
JCM
497
Jacobi Capital Management
Pennsylvania
$3K – – –
SFA
498
Semmax Financial Advisors
North Carolina
$3K – – –
TIM
499
Tortoise Investment Management
New York
$3K – – –
BL
500
Balentine LLC
Georgia
$3K +$2.04K +114 +98%
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