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AES

Name Holding Trade Value Shares
Change 		Change in
Stake
BCI
426
Brinker Capital Investments
Pennsylvania
$283K +$18.8K +794 +7%
ETH
427
Exos TFP Holdings
New York
$279K +$293K +12,357 New
WAM
428
Wakefield Asset Management
Colorado
$276K +$290K +12,229 New
RG
429
Renaissance Group
Kentucky
$275K – – –
LNWWM
430
Laird Norton Wetherby Wealth Management
California
$275K +$15.3K +647 +6%
WSTAM
431
Wilbanks Smith & Thomas Asset Management
Virginia
$275K +$289K +12,175 New
IA
432
Inspire Advisors
Idaho
$270K +$284K +11,968 New
EF
433
Empirical Finance
Pennsylvania
$264K – – –
MCC
434
Money Concepts Capital
Florida
$264K +$248K +10,446 +848%
GFS
435
GYL Financial Synergies
Connecticut
$259K +$925 +39 +0.3%
IIM
436
InTrack Investment Management
Vermont
$259K +$272K +11,452 New
SP
437
Symmetry Partners
Connecticut
$257K – – –
RCM
438
RNC Capital Management
California
$256K -$29K -1,225 -10%
WSC
439
Wellington Shields & Co
New York
$253K – – –
CC
440
Callan Capital
California
$253K +$266K +11,216 New
CAM
441
Cresset Asset Management
Illinois
$250K -$98.9K -4,172 -27%
JIC
442
Johnson Investment Counsel
Ohio
$249K -$6.16K -260 -2%
MW
443
Marcum Wealth
Ohio
$247K +$213 +9 +0.1%
BRWA
444
B. Riley Wealth Advisors
Florida
$246K +$257K +10,836 New
KFA
445
Krane Funds Advisors
New York
$246K +$259K +10,906 New
RT
446
Rockland Trust
Massachusetts
$242K – – –
SAM
447
Security Asset Management
New York
$242K – – –
FMLI
448
Fukoku Mutual Life Insurance
Japan
$240K -$30.1K -1,270 -11%
DU
449
Delphia (USA)
Ontario, Canada
$238K +$250K +10,551 New
LOIM
450
Liberty One Investment Management
Illinois
$236K +$247K +10,427 New
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