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AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
WAP
576
Wealthcare Advisory Partners
Pennsylvania
$526K +$27.9K +374 +6%
PCM
577
Parsons Capital Management
Rhode Island
$522K -$14.9K -200 -3%
APP
578
Avantax Planning Partners
Iowa
$517K -$119K -1,587 -18%
BRWA
579
B. Riley Wealth Advisors
Florida
$516K -$216K -2,895 -29%
FM
580
Foster & Motley
Ohio
$516K -$75.2K -1,007 -13%
FWIA
581
Fort Washington Investment Advisors
Ohio
$515K -$67.2K -900 -11%
FMWA
582
Forvis Mazars Wealth Advisors
Missouri
$509K -$16.5K -221 -3%
HPC
583
Hobart Private Capital
North Carolina
$508K +$515K +6,899 New
DS
584
DRW Securities
Illinois
$507K +$515K +6,888 New
ABTD
585
Arvest Bank Trust Division
Oklahoma
$506K +$82.2K +1,100 +19%
AFA
586
Aurora Financial Advisors
Massachusetts
$506K +$514K +6,883 New
CTA
587
Colonial Trust Advisors
South Carolina
$501K +$26.7K +357 +6%
CLOS
588
Compagnie Lombard Odier SCmA
Switzerland
$500K +$254K +3,400 +100%
SNT
589
Security National Trust
West Virginia
$498K -$254K -3,400 -33%
CHP
590
Cable Hill Partners
Oregon
$497K -$10.2K -136 -2%
HPC
591
HM Payson & Co
Maine
$489K -$5.08K -68 -1%
AMIM
592
Aull & Monroe Investment Management
Alabama
$489K -$3.74K -50 -0.7%
SSWM
593
Smith Salley Wealth Management
North Carolina
$487K – – –
WSCM
594
Wellington Shields Capital Management
New York
$487K – – –
SC
595
SouthState Corp
Florida
$486K -$28.4K -380 -5%
KIA
596
KCM Investment Advisors
California
$482K -$60.4K -808 -11%
FCI
597
Financial Counselors Inc
Kansas
$482K – – –
CCA
598
Checchi Capital Advisers
California
$482K +$9.12K +122 +2%
AFNAS
599
American Financial Network Advisory Services
California
$476K +$17.9K +239 +4%
THWM
600
Taylor Hoffman Wealth Management
Virginia
$473K +$480K +6,430 New
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