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AES
AES

Name Holding Trade Value Shares
Change 		Change in
Stake
ANBT
626
American National Bank & Trust
Texas
$7.29K +$7.2K +554 New
TWM
627
Tripletail Wealth Management
Florida
$7.19K +$6.49K +500 New
KFP
628
Kerr Financial Planning
California
$6.71K +$6.17K +475 New
AA
629
Addison Advisors
Vermont
$6.7K – – –
LFG
630
Larson Financial Group
Missouri
$6.67K +$4.99K +384 +312%
FCMT
631
Founders Capital Management (Texas)
Texas
$6.58K – – –
FMII
632
Farmers & Merchants Investments Inc
Nebraska
$6.42K – – –
PWMG
633
Prestige Wealth Management Group
New Jersey
$6.37K +$1.86K +143 +42%
HWM
634
Hemington Wealth Management
Virginia
$6K +$3.61K +278 +130%
TWD
635
True Wealth Design
Ohio
$5.76K +$4.83K +372 +564%
SWM
636
Spire Wealth Management
Virginia
$5.57K +$247 +19 +5%
FFO
637
Fortitude Family Office
Arizona
$5.3K +$571 +44 +12%
PWA
638
Physician Wealth Advisors
Utah
$5.11K – – –
BIA
639
Bell Investment Advisors
California
$4.13K -$4.13K -318 -50%
PP
640
Pacifica Partners
Canada
$3.84K -$1.1K -85 -25%
WPA
641
Wealth Preservation Advisors
Tennessee
$3.76K -$1.01K -78 -21%
MCM
642
MV Capital Management
Maryland
$3.75K +$533 +41 +17%
SC
643
SouthState Corp
Florida
$3.61K -$4.21K -324 -54%
GEA
644
Glen Eagle Advisors
New Jersey
$3.58K – – –
SL
645
Salomon & Ludwin
Virginia
$3.48K +$3.1K +239 New
AG
646
AmeriFlex Group
Nevada
$3.34K +$3.3K +254 New
HHGA
647
Halbert Hargrove Global Advisors
California
$3.34K +$3.3K +254 New
MEG
648
Millstone Evans Group
Colorado
$2.92K – – –
S
649
Sachetta
Massachusetts
$2.78K – – –
CWP
650
Clark Wealth Partners
Illinois
$2.7K +$2.44K +188 New
24 25
26
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