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AES

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
451
Clearstead Trust
Maine
$193K +$4.73K +442 +2%
NWAG
452
Net Worth Advisory Group
Utah
$192K +$12.4K +1,161 +7%
GHAM
453
Gilman Hill Asset Management
Connecticut
$192K – – –
WIA
454
World Investment Advisors
California
$191K +$28.6K +2,669 +17%
NSIM
455
North Star Investment Management
Illinois
$189K +$139 +13 +0.1%
SMDAM
456
Sumitomo Mitsui DS Asset Management
Japan
$189K +$42.3K +3,949 +28%
KCM
457
Kendall Capital Management
Maryland
$187K -$45.9K -4,285 -19%
MGP
458
Metis Global Partners
California
$182K +$14.2K +1,324 +8%
IIM
459
Ironwood Investment Management
Massachusetts
$182K -$803 -75 -0.4%
SO
460
STRS Ohio
Ohio
$179K +$182K +16,969 New
ZIM
461
Zacks Investment Management
Illinois
$178K +$182K +16,960 New
GWM
462
GK Wealth Management
Nevada
$178K +$6.95K +649 +4%
AWM
463
Apollon Wealth Management
South Carolina
$175K +$28.9K +2,703 +19%
EA
464
Everpar Advisors
Oklahoma
$170K +$39.2K +3,661 +29%
OSAM
465
O'Shaughnessy Asset Management
Connecticut
$170K -$33K -3,079 -16%
SCI
466
S&CO Inc
Massachusetts
$168K +$32.1K +3,000 +23%
WA
467
Waverly Advisors
Alabama
$167K -$661K -61,781 -80%
MSA
468
MUFG Securities Americas
New York
$166K +$34.2K +3,191 +25%
NG
469
Novem Group
New York
$164K +$4.18K +391 +3%
APP
470
Avantax Planning Partners
Iowa
$163K +$165K +15,451 New
LAS
471
Legacy Advisory Services
Pennsylvania
$162K – – –
NAAA
472
New Age Alpha Advisors
New York
$162K +$165K +15,373 New
AAM
473
Augustine Asset Management
Florida
$161K -$3.75K -350 -2%
DADC
474
D.A. Davidson & Co
Montana
$160K -$7.49K -700 -4%
MYIA
475
Mount Yale Investment Advisors
Colorado
$157K +$3.54K +331 +2%
17 18
19
20 21