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AES
AES

Name Holding Trade Value Shares
Change 		Change in
Stake
RF
601
Rossby Financial
Florida
$8.5K -$7.25K -499 -46%
SIC
602
SJS Investment Consulting
Ohio
$8.47K +$7.26K +500 +641%
HHCP
603
Hilton Head Capital Partners
South Carolina
$8.14K – – –
AA
604
Addison Advisors
Vermont
$7.33K -$567 -39 -7%
FCMT
605
Founders Capital Management (Texas)
Texas
$7.33K – – –
TWM
606
Tripletail Wealth Management
Florida
$7.29K – – –
S
607
Sachetta
Massachusetts
$7.18K +$218 +15 +3%
KFP
608
Kerr Financial Planning
California
$7.13K -$3.54K -244 -33%
PWMG
609
Prestige Wealth Management Group
New Jersey
$7.1K – – –
VERPA
610
Virginia Estate & Retirement Planning Advisors
Virginia
$7.09K – – –
FMII
611
Farmers & Merchants Investments Inc
Nebraska
$6.93K -$218 -15 -3%
SWM
612
SHP Wealth Management
Massachusetts
$6.92K +$1.02K +70 +17%
MCM
613
Manchester Capital Management
Vermont
$6.8K +$1.25K +86 +23%
KFAS
614
Keating Financial Advisory Services
Kansas
$6.77K +$1.13K +78 +20%
TC
615
Truvestments Capital
Florida
$6.33K – – –
BIA
616
Bell Investment Advisors
California
$6.26K +$509 +35 +9%
BF
617
BOK Financial
Oklahoma
$5.95K +$5.9K +406 New
MSFP
618
Mark Sheptoff Financial Planning
Connecticut
$5.86K – – –
PWA
619
Physician Wealth Advisors
Utah
$5.69K – – –
JWA
620
JFS Wealth Advisors
Pennsylvania
$5.67K +$1.25K +86 +29%
BSB
621
Bangor Savings Bank
Maine
$5.42K -$1.35M -92,633 -100%
SL
622
Salomon & Ludwin
Virginia
$5.33K -$11.9K -816 -69%
PIS
623
POM Investment Strategies
North Carolina
$5.04K – – –
HWA
624
HHM Wealth Advisors
Tennessee
$4.99K +$58 +4 +1%
EWP
625
Elevation Wealth Partners
California
$4.89K +$3.62K +249 +296%
23 24
25
26 27