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AES
AES

Name Holding Trade Value Shares
Change 		Change in
Stake
MEG
676
Millstone Evans Group
Colorado
$3.18K – – –
CA
677
Crewe Advisors
Utah
$3.14K +$3.09K +219 New
S
678
Sachetta
Massachusetts
$3.03K – – –
AGWCA
679
Annis Gardner Whiting Capital Advisors
Florida
$3.03K +$2.97K +211 New
VNA
680
Valley National Advisers
Pennsylvania
$3K +$3.65K +259 New
KFAS
681
Keating Financial Advisory Services
Kansas
$2.91K +$2.86K +203 New
CMA
682
Cedar Mountain Advisors
Oregon
$2.9K +$1.37K +97 +92%
AUB
683
Atlantic Union Bankshares
Virginia
$2.87K – – –
KG
684
Kilter Group
New York
$2.75K +$28 +2 +1%
CWP
685
Clark Wealth Partners
Illinois
$2.7K – – –
TFA
686
Transamerica Financial Advisors
Florida
$2.55K +$2.21K +157 +748%
TIM
687
Thompson Investment Management
Wisconsin
$2.54K – – –
SIS
688
Strategic Investment Solutions
Illinois
$2.43K -$5.6K -397 -70%
HHMI
689
Howard Hughes Medical Institute
Maryland
$2.19K – – –
BGAI
690
Bruce G. Allen Investments
Colorado
$2.06K – – –
ST
691
Smithfield Trust
Pennsylvania
$2K – – –
HBW
692
Hazlett, Burt & Watson
West Virginia
$2K +$1.9K +135 New
IWM
693
IMG Wealth Management
Florida
$1.98K – – –
CFG
694
Clayton Financial Group
Missouri
$1.82K +$1.79K +127 New
MSWM
695
Mowery & Schoenfeld Wealth Management
Illinois
$1.81K +$1.78K +126 New
TWD
696
True Wealth Design
Ohio
$1.79K -$4.41K -313 -71%
DIP
697
DT Investment Partners
Pennsylvania
$1.79K – – –
RWS
698
Retirement Wealth Solutions
Wisconsin
$1.79K +$141 +10 +9%
CFM
699
Cornerstone Financial Management
Massachusetts
$1.79K +$1.76K +125 New
RS
700
Rakuten Securities
Japan
$1.68K -$15K -1,062 -90%
26 27
28
29 30