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AES
AES

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
601
LGT Financial Advisors
Texas
$13.9K +$15K +789 New
CWM
602
CarsonAllaria Wealth Management
Illinois
$12.4K +$13.4K +703 New
FCA
603
FinTrust Capital Advisors
South Carolina
$12.3K – – –
S
604
Sachetta
Massachusetts
$12K -$1.27K -67 -9%
CAL
605
Capital Advisors Ltd
Ohio
$12K -$742 -39 -5%
FDCDDQ
606
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12K -$31.5K -1,656 -71%
PWMG
607
Prestige Wealth Management Group
New Jersey
$10.8K +$2.47K +130 +27%
EC
608
EntryPoint Capital
New York
$10.7K -$54.4K -2,861 -82%
FRA
609
Front Row Advisors
California
$10.5K – – –
LTI
610
Laffer Tengler Investments
Tennessee
$10.5K +$6.66K +350 +140%
TCM
611
TruNorth Capital Management
Michigan
$10.5K +$11.4K +598 New
WWP
612
WR Wealth Planners
Missouri
$10.4K +$1.24K +65 +12%
FHA
613
First Horizon Advisors
Tennessee
$10.2K +$342 +18 +3%
WIM
614
Westside Investment Management
California
$8.98K – – –
TFIPS
615
Towarzystwo Funduszy Inwestycyjnych PZU SA
$8.79K – – –
SWM
616
Spire Wealth Management
Virginia
$8.57K -$1.03K -54 -10%
FMII
617
Farmers & Merchants Investments Inc
Nebraska
$8.57K – – –
SN
618
Sittner & Nelson
Oregon
$8.5K – – –
TFF
619
The Family Firm
Maryland
$8.5K +$9.2K +484 New
HWP
620
Highline Wealth Partners
California
$8.15K – – –
MCM
621
Manchester Capital Management
Vermont
$7.89K -$342 -18 -4%
BGAI
622
Bruce G. Allen Investments
Colorado
$7.49K +$133 +7 +2%
LFG
623
Larson Financial Group
Missouri
$7.33K +$7.72K +406 +3,691%
FW
624
Fairway Wealth
Ohio
$7.2K +$7.79K +410 New
GKIM
625
GW&K Investment Management
Massachusetts
$7K +$190 +10 +2%
23 24
25
26 27