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AES
AES

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
601
Aventura Private Wealth
Florida
$9.68K – – –
SWP
602
Strategic Wealth Partners
Ohio
$9.51K – – –
MP
603
McDonald Partners
Ohio
$9.24K +$9.15K +630 New
RF
604
Rossby Financial
Florida
$8.5K -$7.25K -499 -46%
SIC
605
SJS Investment Consulting
Ohio
$8.47K +$7.26K +500 +641%
HHCP
606
Hilton Head Capital Partners
South Carolina
$8.14K – – –
AA
607
Addison Advisors
Vermont
$7.33K -$567 -39 -7%
FCMT
608
Founders Capital Management (Texas)
Texas
$7.33K – – –
TWM
609
Tripletail Wealth Management
Florida
$7.29K – – –
S
610
Sachetta
Massachusetts
$7.18K +$218 +15 +3%
KFP
611
Kerr Financial Planning
California
$7.13K -$3.54K -244 -33%
PWMG
612
Prestige Wealth Management Group
New Jersey
$7.1K – – –
VERPA
613
Virginia Estate & Retirement Planning Advisors
Virginia
$7.09K – – –
FMII
614
Farmers & Merchants Investments Inc
Nebraska
$6.93K -$218 -15 -3%
SWM
615
SHP Wealth Management
Massachusetts
$6.92K +$1.02K +70 +17%
MCM
616
Manchester Capital Management
Vermont
$6.8K +$1.25K +86 +23%
KFAS
617
Keating Financial Advisory Services
Kansas
$6.77K +$1.13K +78 +20%
TC
618
Truvestments Capital
Florida
$6.33K – – –
BIA
619
Bell Investment Advisors
California
$6.26K +$509 +35 +9%
BF
620
BOK Financial
Oklahoma
$5.95K +$5.9K +406 New
MSFP
621
Mark Sheptoff Financial Planning
Connecticut
$5.86K – – –
PWA
622
Physician Wealth Advisors
Utah
$5.69K – – –
JWA
623
JFS Wealth Advisors
Pennsylvania
$5.67K +$1.25K +86 +29%
BSB
624
Bangor Savings Bank
Maine
$5.42K -$1.35M -92,633 -100%
SL
625
Salomon & Ludwin
Virginia
$5.33K -$11.9K -816 -69%
23 24
25
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