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AES
AES

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
751
Diligent Investors
California
– -$105K -10,019 Closed
CIA
752
Cape Investment Advisory
Georgia
– -$100K -9,532 Closed
HT
753
Headlands Technologies
Illinois
– -$87.5K -8,319 Closed
IGAM
754
iA Global Asset Management
Quebec, Canada
– -$51K -4,840 Closed
HCA
755
Harbor Capital Advisors
Illinois
– -$40K -3,797 Closed
BIG
756
Brooklyn Investment Group
New York
– -$26.6K -2,533 Closed
MSFP
757
Mark Sheptoff Financial Planning
Connecticut
– -$24.2K -2,300 Closed
GM
758
GeoWealth Management
Illinois
– -$22.8K -2,169 Closed
GC
759
Garde Capital
Washington
– -$22.1K -2,102 Closed
AGWCA
760
Annis Gardner Whiting Capital Advisors
Florida
– -$16.6K -1,581 Closed
TSMHT
761
Thurston Springer Miller Herd & Titak
Indiana
– -$13K -1,233 Closed
VWWMG
762
Vermillion & White Wealth Management Group
Pennsylvania
– -$10.8K -1,025 Closed
CWM
763
CarsonAllaria Wealth Management
Illinois
– -$7.4K -703 Closed
T
764
Transce3nd
Texas
– -$5.26K -500 Closed
BCMLT
765
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$2.89K -274 Closed
LWA
766
Lowe Wealth Advisors
Maryland
– -$2.39K -227 Closed
TPWA
767
Twin Peaks Wealth Advisors
California
– -$2.78K -215 Closed
SO
768
Sierra Ocean
California
– -$1.5K -142 Closed
NWM
769
Navigoe Wealth Management
California
– -$1K -135 Closed
NMG
770
New Millennium Group
Utah
– -$1.41K -134 Closed
AAS
771
Ameritas Advisory Services
Nebraska
– -$957 -91 Closed
WA
772
Whipplewood Advisors
Colorado
– -$642 -61 Closed
LWMI
773
Legacy Wealth Management (Idaho)
Idaho
– -$484 -46 Closed
RFS
774
Richardson Financial Services
Massachusetts
– -$389 -37 Closed
WCM
775
WealthTrak Capital Management
Virginia
– -$263 -25 Closed
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