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AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
551
Wealthspire Advisors (Maryland)
Maryland
$669K -$108K -1,309 -14%
AIP
552
Ameritas Investment Partners
Nebraska
$665K -$13.3K -161 -2%
BO
553
Bank OZK
Arkansas
$661K +$12.4K +150 +2%
SBA
554
Secrest Blakey & Associates
North Carolina
$659K -$46.3K -562 -7%
PP
555
PDS Planning
Ohio
$653K -$59.6K -724 -8%
WFM
556
Wolff Financial Management
Michigan
$649K – – –
LFAS
557
Level Four Advisory Services
Texas
$648K -$103K -1,246 -14%
PIA
558
Powell Investment Advisors
Florida
$647K – – –
AA
559
Ancora Advisors
Ohio
$643K +$67.8K +823 +12%
WPC
560
Waters Parkerson & Co
Louisiana
$638K -$16.5K -200 -2%
FSA
561
Franklin Street Advisors
North Carolina
$637K +$741 +9 +0.1%
CC
562
Chicago Capital
Illinois
$637K +$16.5K +200 +3%
TNB
563
Thomasville National Bank
Georgia
$633K -$81.4K -988 -11%
RPC
564
Rossmore Private Capital
Connecticut
$629K +$74.8K +908 +13%
OFS
565
Orrstown Financial Services
Pennsylvania
$625K -$2.31K -28 -0.4%
CI
566
Conning Inc
Connecticut
$625K +$4.12K +50 +0.7%
CAI
567
Capital Advisors Inc
Oklahoma
$622K +$92.1K +1,118 +17%
GCMG
568
Gyroscope Capital Management Group
Florida
$621K +$66.2K +804 +12%
GSWM
569
Golden State Wealth Management
California
$620K -$37.1K -451 -6%
BSW
570
Buckingham Strategic Wealth
Missouri
$620K +$32K +389 +5%
AT
571
Arden Trust
Delaware
$615K +$71.8K +872 +13%
IWC
572
Integrated Wealth Concepts
Massachusetts
$615K +$109K +1,329 +21%
OAM
573
Oppenheimer Asset Management
New York
$613K +$48.1K +584 +8%
SWA
574
Stratos Wealth Advisors
Ohio
$606K +$71.3K +866 +13%
CNBTD
575
Citizens National Bank Trust Department
Mississippi
$605K +$371K +4,500 +155%
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