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AES
AES

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
426
Drive Wealth Management
Utah
$274K +$44.6K +1,975 +23%
MGP
427
Metis Global Partners
California
$272K +$239K +10,562 New
VI
428
Vestcor Inc
New Brunswick, Canada
$271K +$52.5K +2,322 +28%
IRF
429
IBM Retirement Fund
New York
$270K -$11.9K -526 -5%
SFA
430
Seneca Financial Advisors
New York
$268K – – –
KFC
431
Klingenstein Fields & Co
New York
$265K – – –
CAM
432
Cresset Asset Management
Illinois
$254K -$29.6K -1,311 -12%
FAG
433
Fortitude Advisory Group
Washington
$251K +$14.4K +638 +7%
HIA
434
Harbor Investment Advisory
Maryland
$250K +$135K +5,987 +160%
RCA
435
Ranch Capital Advisors
Florida
$249K -$17.8K -787 -8%
BJL
436
Brighton Jones LLC
Washington
$249K -$9.15K -405 -4%
KIG
437
Kessler Investment Group
Indiana
$241K +$5.09K +225 +2%
JIC
438
Johnson Investment Counsel
Ohio
$236K +$207K +9,161 New
CAN
439
Cetera Advisor Networks
California
$235K -$187K -8,279 -48%
AIP
440
Ameritas Investment Partners
Nebraska
$234K – – –
CBTWT
441
Community Bank & Trust (Waco, Texas)
Texas
$234K +$6.78K +300 +3%
CA
442
Calton & Associates
Florida
$233K +$520 +23 +0.3%
DMBA
443
Deseret Mutual Benefit Administrators
Utah
$230K -$18.5K -820 -8%
CCM
444
Coldstream Capital Management
Washington
$228K +$13.6K +600 +7%
ZB
445
Zions Bancorporation
Utah
$228K +$176K +7,798 +732%
AWS
446
Atria Wealth Solutions
New York
$225K +$198K +8,739 New
CCA
447
Checchi Capital Advisers
California
$220K +$193K +8,555 New
LCM
448
LCM Capital Management
Illinois
$219K +$2.71K +120 +1%
RG
449
Renaissance Group
Kentucky
$218K – – –
CI
450
Conning Inc
Connecticut
$218K +$192K +8,488 New
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