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AES

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
426
Stephens Inc
Arkansas
$291K -$18.5K -780 -6%
DIM
427
Delta Investment Management
California
$291K +$306K +12,893 New
BCI
428
Brinker Capital Investments
Pennsylvania
$283K +$18.8K +794 +7%
ETH
429
Exos TFP Holdings
New York
$279K +$293K +12,357 New
WAM
430
Wakefield Asset Management
Colorado
$276K +$290K +12,229 New
RG
431
Renaissance Group
Kentucky
$275K – – –
LNWWM
432
Laird Norton Wetherby Wealth Management
California
$275K +$15.3K +647 +6%
WSTAM
433
Wilbanks Smith & Thomas Asset Management
Virginia
$275K +$289K +12,175 New
IA
434
Inspire Advisors
Idaho
$270K +$284K +11,968 New
EF
435
Empirical Finance
Pennsylvania
$264K – – –
MCC
436
Money Concepts Capital
Florida
$264K +$248K +10,446 +848%
GFS
437
GYL Financial Synergies
Connecticut
$259K +$925 +39 +0.3%
IIM
438
InTrack Investment Management
Vermont
$259K +$272K +11,452 New
SP
439
Symmetry Partners
Connecticut
$257K – – –
RCM
440
RNC Capital Management
California
$256K -$29K -1,225 -10%
PFO
441
Pathstone Family Office
New Jersey
$253K +$249K +10,515 New
WSC
442
Wellington Shields & Co
New York
$253K – – –
CC
443
Callan Capital
California
$253K +$266K +11,216 New
CAM
444
Cresset Asset Management
Illinois
$250K -$98.9K -4,172 -27%
JIC
445
Johnson Investment Counsel
Ohio
$249K -$6.16K -260 -2%
MW
446
Marcum Wealth
Ohio
$247K +$213 +9 +0.1%
BRWA
447
B. Riley Wealth Advisors
Florida
$246K +$257K +10,836 New
KFA
448
Krane Funds Advisors
New York
$246K +$259K +10,906 New
RT
449
Rockland Trust
Massachusetts
$242K – – –
SAM
450
Security Asset Management
New York
$242K – – –
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