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AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
551
Doyle Wealth Management
Florida
$689K -$48.2K -598 -7%
PGFC
552
Peapack-Gladstone Financial Corp
New Jersey
$689K -$24.1K -299 -4%
RIM
553
Regent Investment Management
Kentucky
$682K +$649K +8,050 New
DCM
554
Donaldson Capital Management
Indiana
$678K +$133K +1,647 +26%
KIA
555
KCM Investment Advisors
California
$676K +$28.6K +355 +5%
JGUA
556
John G. Ullman & Associates
New York
$675K +$298K +3,700 +87%
BO
557
Bank OZK
Arkansas
$673K -$11.1K -138 -2%
OFS
558
Orrstown Financial Services
Pennsylvania
$673K +$42K +521 +7%
DW
559
Domani Wealth
Pennsylvania
$667K -$88.8K -1,101 -12%
CAI
560
Capital Advisors Inc
Oklahoma
$667K +$164K +2,034 +35%
IF
561
Intrua Financial
Texas
$666K +$166K +2,054 +37%
WPC
562
Waters Parkerson & Co
Louisiana
$661K – – –
CC
563
Chicago Capital
Illinois
$660K – – –
AT
564
Arden Trust
Delaware
$658K +$16.4K +204 +3%
PIA
565
Powell Investment Advisors
Florida
$649K -$20.6K -255 -3%
CTI
566
Community Trust & Investment
Kentucky
$649K +$140K +1,731 +29%
AA
567
Ancora Advisors
Ohio
$648K -$16.1K -200 -3%
EWM
568
Evercore Wealth Management
New York
$646K -$71K -881 -10%
JWS
569
Juncture Wealth Strategies
Arizona
$641K +$28.2K +350 +5%
WG
570
Welch Group
Alabama
$640K +$81.4K +1,010 +15%
PAG
571
Pinnacle Advisory Group
Maryland
$640K +$609K +7,557 New
BB
572
Busey Bank
Illinois
$638K -$43.8K -543 -7%
SCM
573
Schnieders Capital Management
California
$637K +$32.2K +400 +6%
RPC
574
Rossmore Private Capital
Connecticut
$634K +$48.6K +603 +9%
TCOT
575
Trust Company of Toledo
Ohio
$633K -$17K -211 -3%
21 22
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