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AES
AES

Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
626
Hilltop National Bank
Wyoming
$18.3K – – –
EF
627
Entrust Financial
Pennsylvania
$18.3K -$863 -58 -4%
GSEP
628
Golden State Equity Partners
California
$17.5K -$136K -9,134 -88%
PWPS
629
Pinnacle Wealth Planning Services
Ohio
$17.4K +$2.02K +136 +12%
BIAS
630
Beacon Investment Advisory Services
New Jersey
$17.3K -$472K -31,725 -96%
GWM
631
Geneos Wealth Management
Colorado
$16.9K +$119 +8 +0.7%
SL
632
Salomon & Ludwin
Virginia
$16.9K +$14K +941 +394%
DWP
633
Destiny Wealth Partners
Florida
$16.5K +$17.4K +1,170 New
HFM
634
Harvest Fund Management
China
$16K -$348K -23,406 -95%
RF
635
Rossby Financial
Florida
$15.3K +$774 +52 +5%
BTI
636
Blue Trust Inc
Georgia
$14.7K -$18.3K -1,226 -54%
MMG
637
Monetary Management Group
Missouri
$14.1K – – –
C
638
Covestor
United Kingdom
$13K -$195K -13,103 -93%
SAM
639
Smartleaf Asset Management
Massachusetts
$12.7K -$128K -8,570 -90%
IUHSA
640
Itau Unibanco Holding S.A.
Brazil
$12.4K -$3.84M -258,181 -100%
CAM
641
Costello Asset Management
Pennsylvania
$12K – – –
EB
642
Eastern Bank
Massachusetts
$12K – – –
GWP
643
Gen-Wealth Partners
Michigan
$11.9K +$2.13K +143 +20%
MA
644
Montag & Associates
Georgia
$11.8K -$59.5K -4,000 -83%
VERPA
645
Virginia Estate & Retirement Planning Advisors
Virginia
$11.3K +$849 +57 New
KFP
646
Kerr Financial Planning
California
$10.6K -$3.63K -244 -25%
MWA
647
Medallion Wealth Advisors
Connecticut
$9.86K – – –
CFO
648
CVA Family Office
Colorado
$9.5K +$2.46K +165 +32%
FAMI
649
Fideuram Asset Management (Ireland)
$9.49K -$417 -28 -5%
FFO
650
Fortitude Family Office
Arizona
$9.3K +$3.17K +213 +48%
24 25
26
27 28