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AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CCIM
551
Chapwood Capital Investment Management
Texas
$788K +$770K +8,334 New
PGFC
552
Peapack-Gladstone Financial Corp
New Jersey
$784K +$15.1K +163 +2%
CCA
553
Cobblestone Capital Advisors
New York
$781K – – –
LFAS
554
Level Four Advisory Services
Texas
$780K -$270K -2,919 -27%
AI
555
AdvisorShares Investments
Maryland
$773K +$756K +8,183 New
DWA
556
Dorsey Wright & Associates
California
$773K +$756K +8,183 New
FIM
557
Freedom Investment Management
Connecticut
$772K -$48.3K -523 -6%
CI
558
Conning Inc
Connecticut
$768K -$16.6K -180 -2%
VIA
559
Vident Investment Advisory
Georgia
$764K -$87.5K -947 -10%
HB
560
Horizon Bancorp
Indiana
$759K +$742K +8,027 New
BSW
561
Buckingham Strategic Wealth
Missouri
$755K +$4.71K +51 +0.6%
PGAM
562
Princeton Global Asset Management
New Jersey
$754K +$172K +1,860 +30%
CC
563
Chicago Capital
Illinois
$752K -$5.54K -60 -0.7%
WFM
564
Wolff Financial Management
Michigan
$751K – – –
BRWA
565
B. Riley Wealth Advisors
Florida
$751K +$58.7K +635 +9%
PIA
566
Powell Investment Advisors
Florida
$748K +$732K +7,919 New
BCM
567
Birmingham Capital Management
Alabama
$744K -$18.5K -200 -2%
FLI
568
Family Legacy Inc
South Carolina
$735K +$62.3K +674 +9%
FSA
569
Franklin Street Advisors
North Carolina
$734K – – –
EP
570
Eudaimonia Partners
Tennessee
$734K +$717K +7,767 New
WA
571
WBH Advisory
Maryland
$730K -$4.99K -54 -0.7%
IAA
572
Independent Advisor Alliance
North Carolina
$724K +$38.9K +421 +6%
CA
573
Calton & Associates
Florida
$720K +$25.6K +277 +4%
BO
574
Bank OZK
Arkansas
$716K +$163K +1,760 +30%
FMC
575
First Merchants Corp
Indiana
$714K -$107K -1,157 -13%
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