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Atlas Energy Solutions
AESI

Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
226
Cornerstone Planning Group
New Jersey
$3.36K +$5.07K +244 New
HNW
227
High Note Wealth
Minnesota
$3.25K +$3.78K +182 New
TPCW
228
TD Private Client Wealth
New York
$2.73K +$3.18K +153 New
CCM
229
Coldstream Capital Management
Washington
$2.19K +$2.56K +123 New
BIA
230
Bell Investment Advisors
California
$2.14K – – –
FFO
231
Fortitude Family Office
Arizona
$2.14K – – –
S
232
SignatureFD
Georgia
$2.14K +$2.5K +120 New
MWA
233
Medallion Wealth Advisors
Connecticut
$2.01K +$2.31K +111 New
C
234
Covestor
United Kingdom
$2K -$956 -46 -34%
SS
235
SBI Securities
Japan
$1.98K +$541 +26 +31%
WA
236
Whipplewood Advisors
Colorado
$1.89K -$1.08K -52 -49%
SC
237
SouthState Corp
Florida
$1.81K +$2.1K +101 New
SCM
238
Sterling Capital Management
North Carolina
$1.41K +$187 +9 +13%
FFA
239
Farther Finance Advisors
California
$1.27K +$1.46K +70 New
PWMG
240
Private Wealth Management Group
New Jersey
$1.16K -$1.46K -70 -52%
AW
241
Avion Wealth
Texas
$1K – – –
LC
242
Lindbrook Capital
California
$999 +$665 +32 +133%
AF
243
Allworth Financial
California
$808 +$1.19K +57 New
T
244
Transce3nd
Texas
$660 – – –
GSWM
245
Golden State Wealth Management
California
$660 +$769 +37 New
FMII
246
Farmers & Merchants Investments Inc
Nebraska
$624 +$728 +35 New
PFBT
247
Parkside Financial Bank & Trust
Missouri
$446 +$520 +25 New
PA
248
Parallel Advisors
California
$428 -$21 -1 -4%
MAS
249
MPWM Advisory Solutions
Georgia
$428 – – –
SC
250
Stephens Consulting
Michigan
$357 +$416 +20 New
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