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AES
AES

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
701
Anchor Investment Management
South Carolina
$1.27K – – –
BH
702
Burk Holdings
Oklahoma
$1.23K +$1.29K +87 New
EWP
703
Elevation Wealth Partners
California
$1.19K +$417 +28 +50%
AW
704
Ankerstar Wealth
Texas
$1.17K – – –
BHWM
705
Bay Harbor Wealth Management
Maryland
$1.14K +$536 +36 +80%
EP
706
Essential Partners
California
$1.11K +$700 +47 +147%
SIC
707
SJS Investment Consulting
Ohio
$1.1K +$208 +14 +22%
NB
708
NBT Bank
New York
$1.1K +$1.16K +78 New
WIM
709
Westside Investment Management
California
$1.06K -$7.44K -500 -87%
CCWM
710
Cassaday & Co Wealth Management
Virginia
$1.06K +$1.12K +75 New
DPW
711
DiNuzzo Private Wealth
Pennsylvania
$1.04K +$149 +10 +16%
AW
712
Avion Wealth
Texas
$1K – – –
TFGT
713
TS Financial Group (TSFG)
Illinois
$1K – – –
DF
714
Dunhill Financial
United Kingdom
$983 +$447 +30 +77%
SC
715
Swan Capital
Florida
$928 +$983 +66 New
VWM
716
Vermillion Wealth Management
Minnesota
$690 +$729 +49 New
ANBT
717
American National Bank & Trust
Texas
$634 -$10.2K -684 -94%
ACM
718
Anfield Capital Management
California
$606 +$640 +43 New
TFA
719
Transamerica Financial Advisors
Florida
$591 -$2.02K -136 -76%
WWM
720
Wolff Wiese Magana
California
$564 – – –
CPG
721
Cornerstone Planning Group
New Jersey
$532 +$60 +4 +12%
GIA
722
GHP Investment Advisors
Colorado
$522 +$551 +37 New
RWM
723
Raffa Wealth Management
District of Columbia
$479 +$119 +8 +31%
CWP
724
Clark Wealth Partners
Illinois
$465 -$2.31K -155 -82%
AWM
725
Activest Wealth Management
Florida
$465 +$342 +23 +230%
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