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AES
AES

Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
501
Harvest Fund Management
China
$14K -$17.6K -847 -58%
BCA
502
Berman Capital Advisors
Georgia
$14K -$21 -1 -0.2%
TFO
503
Tarbox Family Office
California
$14K – – –
CCA
504
Childress Capital Advisors
Texas
$14K +$12.6K +606 New
SL
505
Savior LLC
Massachusetts
$13K +$62 +3 +0.5%
CFD
506
Creative Financial Designs
Indiana
$13K +$8.13K +391 +262%
SWA
507
Sutton Wealth Advisors
Florida
$12.8K +$499 +24 +5%
PFBT
508
Parkside Financial Bank & Trust
Missouri
$12K +$125 +6 +1%
PWMG
509
Prestige Wealth Management Group
New Jersey
$12K +$332 +16 +3%
TFIPS
510
Towarzystwo Funduszy Inwestycyjnych PZU SA
$11.8K +$10.4K +500 New
IF
511
Ironwood Financial
Arizona
$11K – – –
FWM
512
FSA Wealth Management
Massachusetts
$11K +$9.56K +460 New
TFGT
513
TS Financial Group (TSFG)
Illinois
$10K +$8.48K +408 New
SLF
514
Sun Life Financial
Ontario, Canada
$9K -$208 -10 -3%
FMII
515
Farmers & Merchants Investments Inc
Nebraska
$9K – – –
ST
516
Smithfield Trust
Pennsylvania
$9K – – –
TCOV
517
Trust Company of Vermont
Vermont
$9K +$7.86K +378 New
CFA
518
Carroll Financial Associates
North Carolina
$8K -$332 -16 -4%
EIP
519
Ellis Investment Partners
Pennsylvania
$8K – – –
FHC
520
First Horizon Corporation
Tennessee
$8K +$7.79K +375 New
TWA
521
TCI Wealth Advisors
Arizona
$7K – – –
LGA
522
Lebenthal Global Advisors
New York
$7K +$6.55K +315 New
FHA
523
First Horizon Advisors
Tennessee
$6K – – –
RPWA
524
Regent Peak Wealth Advisors
Georgia
$6K +$4.88K +235 New
JCM
525
Jacobi Capital Management
Pennsylvania
$5K – – –
19 20
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