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AES

Name Holding Trade Value Shares
Change 		Change in
Stake
BBVA
476
Banco Bilbao Vizcaya Argentaria
Spain
$209K -$144K -9,918 -41%
PA
477
Parallel Advisors
California
$209K +$7.67K +528 +4%
PPW
478
Parcion Private Wealth
Washington
$207K +$206K +14,152 New
AI
479
Atom Investors
Texas
$204K +$202K +13,895 New
KF
480
Krilogy Financial
Missouri
$203K +$201K +13,842 New
GT
481
Greenleaf Trust
Michigan
$202K +$3.17K +218 +2%
CHAM
482
Clear Harbor Asset Management
Connecticut
$201K -$74.1K -5,101 -27%
MA
483
MCF Advisors
Kentucky
$200K +$2.14K +147 +1%
APP
484
Avantax Planning Partners
Iowa
$195K -$959 -66 -0.5%
SAM
485
Silvercrest Asset Management
New York
$194K – – –
MGP
486
Metis Global Partners
California
$192K -$4.17K -287 -2%
BFG
487
Birch Financial Group
New Hampshire
$188K – – –
CPIG
488
Chicago Partners Investment Group
Illinois
$188K +$184K +12,666 New
TE
489
Tema ETFs
New York
$186K +$16.9K +1,160 +10%
CL
490
Choreo LLC
Illinois
$186K +$15.3K +1,052 +9%
HI
491
Horizon Investments
North Carolina
$186K -$3.95K -272 -2%
TCA
492
Transcend Capital Advisors
New Jersey
$185K +$184K +12,650 New
CCG
493
Coastwise Capital Group
California
$180K +$178K +12,258 New
SC
494
Syon Capital
California
$179K +$178K +12,221 New
WTC
495
WhitTier Trust Company
Nevada
$179K -$108K -7,445 -38%
AI
496
Atria Investments
North Carolina
$179K -$897K -61,766 -84%
PWM
497
Perigon Wealth Management
California
$177K -$838K -57,703 -83%
DS
498
DRW Securities
Illinois
$175K +$173K +11,923 New
WS
499
Wedbush Securities
California
$172K -$185K -12,756 -52%
CTA
500
Chesley Taft & Associates
Illinois
$171K – – –
18 19
20
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