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AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
VLKIM
551
Van Lanschot Kempen Investment Management
Netherlands
$762K +$525K +5,779 +245%
FIM
552
Frontier Investment Management
Texas
$761K +$159K +1,753 +28%
CWM
553
Cordatus Wealth Management
Pennsylvania
$758K -$40.7K -448 -5%
ACM
554
Alethea Capital Management
Washington
$758K +$735K +8,093 New
BCM
555
Birmingham Capital Management
Alabama
$756K -$18.2K -200 -2%
AA
556
ALPS Advisors
Colorado
$754K -$279K -3,073 -28%
CC
557
Chicago Capital
Illinois
$751K +$44.5K +490 +7%
BSW
558
Buckingham Strategic Wealth
Missouri
$744K +$8.9K +98 +1%
WFM
559
Wolff Financial Management
Michigan
$744K +$60K +661 +9%
HIS
560
Horizon Investment Services
Indiana
$741K -$4K -44 -0.6%
QT
561
Quantbot Technologies
New York
$732K -$1.52M -16,700 -68%
SFA
562
Sequoia Financial Advisors
Ohio
$729K -$46.2K -509 -6%
FSA
563
Franklin Street Advisors
North Carolina
$728K – – –
PIA
564
Piedmont Investment Advisors
North Carolina
$720K +$36K +396 +5%
DCM
565
Dupont Capital Management
Delaware
$716K +$204K +2,244 +42%
IRF
566
IBM Retirement Fund
New York
$712K -$7.26K -80 -1%
ZCA
567
Zeke Capital Advisors
Pennsylvania
$712K +$119K +1,306 +21%
MAFM
568
Mid Atlantic Financial Management
Pennsylvania
$706K -$77.2K -850 -10%
1WA
569
180 Wealth Advisors
Washington
$702K -$165K -1,819 -19%
CC
570
ClearArc Capital
Ohio
$697K +$7.72K +85 +1%
OFS
571
Orrstown Financial Services
Pennsylvania
$696K +$4.63K +51 +0.7%
VFA
572
Voya Financial Advisors
Connecticut
$693K -$119K -1,306 -15%
WWM
573
Western Wealth Management
Colorado
$688K +$136K +1,500 +26%
CA
574
Calton & Associates
Florida
$688K +$216K +2,374 +48%
BRWA
575
B. Riley Wealth Advisors
Florida
$686K +$92.4K +1,017 +16%
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