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AES
AES

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
576
Private Trust Company
Ohio
$23.1K -$9.88K -680 -30%
BAM
577
Byrne Asset Management
New Jersey
$23K -$1.45K -100 -6%
BWA
578
Basecamp Wealth Advisors
Washington
$22K -$523 -36 -2%
MFT
579
Moisand Fitzgerald Tamayo
Florida
$21.7K – – –
FB
580
First Bancorp
Maine
$20.5K +$20.3K +1,397 New
HNB
581
Hilltop National Bank
Wyoming
$19.1K – – –
PWPS
582
Pinnacle Wealth Planning Services
Ohio
$18.1K – – –
CFO
583
CVA Family Office
Colorado
$16.4K +$6.45K +444 +66%
BTI
584
Blue Trust Inc
Georgia
$15K -$276 -19 -2%
APFP
585
Action Point Financial Planning
Michigan
$15K +$14.9K +1,023 New
MMG
586
Monetary Management Group
Missouri
$14.7K – – –
CWP
587
Concord Wealth Partners
Virginia
$14.7K +$14.5K +1,000 New
FFO
588
Fortitude Family Office
Arizona
$13.8K +$4.1K +282 +43%
SAM
589
Smartleaf Asset Management
Massachusetts
$13.3K – – –
CTC
590
Central Trust Company
Missouri
$12.6K +$12K +825 +2,661%
CAM
591
Costello Asset Management
Pennsylvania
$12.5K – – –
EB
592
Eastern Bank
Massachusetts
$12.5K – – –
GWP
593
Gen-Wealth Partners
Michigan
$12.4K – – –
MA
594
Montag & Associates
Georgia
$12.3K – – –
GWM
595
Geneos Wealth Management
Colorado
$11.9K -$5.67K -390 -33%
WETS
596
Wealth Enhancement Trust Services
South Dakota
$11.6K +$11.5K +793 New
LSA
597
Leonteq Securities AG
Switzerland
$11.1K -$8.85K -609 -45%
C
598
Covestor
United Kingdom
$11K -$3.11K -214 -22%
MWA
599
Medallion Wealth Advisors
Connecticut
$10.3K – – –
IAS
600
IMA Advisory Services
Colorado
$10K +$9.71K +668 +3,929%
22 23
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