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AES
AES

Name Holding Trade Value Shares
Change 		Change in
Stake
LOIM
426
Liberty One Investment Management
Illinois
$276K +$242K +10,708 New
SAM
427
Security Asset Management
New York
$275K – – –
RT
428
Rockland Trust
Massachusetts
$275K +$242K +10,695 New
DWM
429
Drive Wealth Management
Utah
$274K +$44.6K +1,975 +23%
MGP
430
Metis Global Partners
California
$272K +$239K +10,562 New
VI
431
Vestcor Inc
New Brunswick, Canada
$271K +$52.5K +2,322 +28%
IRF
432
IBM Retirement Fund
New York
$270K -$11.9K -526 -5%
SFA
433
Seneca Financial Advisors
New York
$268K – – –
KFC
434
Klingenstein Fields & Co
New York
$265K – – –
CAM
435
Cresset Asset Management
Illinois
$254K -$29.6K -1,311 -12%
FAG
436
Fortitude Advisory Group
Washington
$251K +$14.4K +638 +7%
HIA
437
Harbor Investment Advisory
Maryland
$250K +$135K +5,987 +160%
RCA
438
Ranch Capital Advisors
Florida
$249K -$17.8K -787 -8%
BJL
439
Brighton Jones LLC
Washington
$249K -$9.15K -405 -4%
KIG
440
Kessler Investment Group
Indiana
$241K +$5.09K +225 +2%
JIC
441
Johnson Investment Counsel
Ohio
$236K +$207K +9,161 New
CAN
442
Cetera Advisor Networks
California
$235K -$187K -8,279 -48%
AIP
443
Ameritas Investment Partners
Nebraska
$234K – – –
CBTWT
444
Community Bank & Trust (Waco, Texas)
Texas
$234K +$6.78K +300 +3%
CA
445
Calton & Associates
Florida
$233K +$520 +23 +0.3%
DMBA
446
Deseret Mutual Benefit Administrators
Utah
$230K -$18.5K -820 -8%
CCM
447
Coldstream Capital Management
Washington
$228K +$13.6K +600 +7%
ZB
448
Zions Bancorporation
Utah
$228K +$176K +7,798 +732%
AWS
449
Atria Wealth Solutions
New York
$225K +$198K +8,739 New
CCA
450
Checchi Capital Advisers
California
$220K +$193K +8,555 New
16 17
18
19 20