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AES
AES

Name Holding Trade Value Shares
Change 		Change in
Stake
DC
551
Diametric Capital
Massachusetts
$165K +$174K +11,688 New
CL
552
Choreo LLC
Illinois
$164K -$66.1K -4,437 -28%
TE
553
Tema ETFs
New York
$163K +$834 +56 +0.5%
NS
554
NBC Securities
Alabama
$163K -$6.71K -451 -4%
SCTC
555
Sanibel Captiva Trust Company
Florida
$163K +$172K +11,549 New
JWM
556
Jeppson Wealth Management
California
$161K – – –
QL
557
Quarry LP
New York
$156K -$6.02M -404,291 -97%
PFA
558
Pathway Financial Advisers
Indiana
$156K +$60 +4 +0%
CMMS
559
Comprehensive Money Management Services
Florida
$152K +$7.44K +500 +5%
WSFS
560
Wilmington Savings Fund Society
Delaware
$152K +$135K +9,085 +534%
FPL
561
Fortress Private Ledger
North Carolina
$152K – – –
CIAS
562
Capital Investment Advisory Services
North Carolina
$152K -$65.5K -4,400 -29%
TCWM
563
Total Clarity Wealth Management
Illinois
$150K -$12.4K -831 -7%
DFCM
564
Dark Forest Capital Management
Puerto Rico
$147K -$859K -57,725 -85%
SFA
565
Seneca Financial Advisors
New York
$147K – – –
MAS
566
Meeder Advisory Services
Ohio
$147K +$953 +64 +0.6%
EI
567
Ethic Inc
New York
$146K +$155K +10,389 New
IWC
568
Integrated Wealth Concepts
Massachusetts
$144K -$551K -36,998 -78%
CWP
569
Capital Wealth Planning
Florida
$141K – – –
RAM
570
Resona Asset Management
Japan
$136K +$22.9K +1,541 +19%
MCM
571
MAI Capital Management
Ohio
$110K +$8.68K +583 +8%
CFD
572
Creative Financial Designs
Indiana
$109K +$116K +7,767 New
TFA
573
Toth Financial Advisory
Virginia
$107K – – –
HWA
574
Heritage Wealth Advisors
Virginia
$103K +$80.5K +5,408 +288%
CPCPP
575
Canada Post Corporation Pension Plan
Canada
$103K – – –
21 22
23
24 25