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AES
AES

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
626
Strategic Investment Solutions
Illinois
$7.47K +$52 +4 +0.7%
ANBT
627
American National Bank & Trust
Texas
$7.29K +$7.2K +554 New
TWM
628
Tripletail Wealth Management
Florida
$7.19K +$6.49K +500 New
KFP
629
Kerr Financial Planning
California
$6.71K +$6.17K +475 New
AA
630
Addison Advisors
Vermont
$6.7K – – –
LFG
631
Larson Financial Group
Missouri
$6.67K +$4.99K +384 +312%
FCMT
632
Founders Capital Management (Texas)
Texas
$6.58K – – –
FMII
633
Farmers & Merchants Investments Inc
Nebraska
$6.42K – – –
PWMG
634
Prestige Wealth Management Group
New Jersey
$6.37K +$1.86K +143 +42%
HWM
635
Hemington Wealth Management
Virginia
$6K +$3.61K +278 +130%
TWD
636
True Wealth Design
Ohio
$5.76K +$4.83K +372 +564%
SWM
637
Spire Wealth Management
Virginia
$5.57K +$247 +19 +5%
FFO
638
Fortitude Family Office
Arizona
$5.3K +$571 +44 +12%
PWA
639
Physician Wealth Advisors
Utah
$5.11K – – –
BIA
640
Bell Investment Advisors
California
$4.13K -$4.13K -318 -50%
PP
641
Pacifica Partners
Canada
$3.84K -$1.1K -85 -25%
WPA
642
Wealth Preservation Advisors
Tennessee
$3.76K -$1.01K -78 -21%
MCM
643
MV Capital Management
Maryland
$3.75K +$533 +41 +17%
SC
644
SouthState Corp
Florida
$3.61K -$4.21K -324 -54%
GEA
645
Glen Eagle Advisors
New Jersey
$3.58K – – –
SL
646
Salomon & Ludwin
Virginia
$3.48K +$3.1K +239 New
AG
647
AmeriFlex Group
Nevada
$3.34K +$3.3K +254 New
HHGA
648
Halbert Hargrove Global Advisors
California
$3.34K +$3.3K +254 New
MEG
649
Millstone Evans Group
Colorado
$2.92K – – –
S
650
Sachetta
Massachusetts
$2.78K – – –
24 25
26
27 28