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AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
W
601
Wealthfront
California
$283K -$32.4K -571 -11%
GA
602
Geneva Advisors
Illinois
$279K +$32K +565 +13%
LNWWM
603
Laird Norton Wetherby Wealth Management
California
$276K +$2.66K +47 +1%
LIM
604
Leavell Investment Management
Alabama
$274K +$31.2K +550 +13%
FIM
605
Fruth Investment Management
Texas
$273K – – –
FFBTD
606
First Financial Bank - Trust Division
Ohio
$270K – – –
EFS
607
Essex Financial Services
Connecticut
$270K +$31.5K +555 +14%
BFC
608
Blue Fin Capital
Rhode Island
$266K -$9.92K -175 -4%
WSFS
609
Wilmington Savings Fund Society
Delaware
$263K -$13.6K -240 -5%
CA
610
CapWealth Advisors
Tennessee
$260K +$56.7K +1,000 +29%
BAM
611
Brave Asset Management
New Jersey
$257K -$12.8K -225 -5%
WTB
612
Washington Trust Bank
Washington
$256K – – –
LFR
613
Lehman Financial Resources
Pennsylvania
$255K – – –
BB
614
Bell Bank
North Dakota
$253K -$752K -13,268 -75%
WCM
615
Weatherstone Capital Management
Colorado
$253K – – –
CS
616
Cannell & Spears
New York
$253K +$25.5K +450 +12%
BFM
617
Boothbay Fund Management
New York
$250K -$114K -2,007 -32%
CIC
618
Carnegie Investment Counsel
Ohio
$250K -$21.8K -385 -9%
SYBT
619
Stock Yards Bank & Trust
Kentucky
$246K +$11.3K +200 +5%
AL
620
Airain Ltd
Guernsey
$243K -$30.6K -540 -11%
BHWM
621
Bar Harbor Wealth Management
New Hampshire
$241K -$22.7K -400 -9%
FANJ
622
Financial Architects (New Jersey)
New Jersey
$240K – – –
CAM
623
Cypress Asset Management
Texas
$239K – – –
LW
624
Linscomb Wealth
Texas
$239K +$567 +10 +0.2%
LIM
625
Lathrop Investment Management
Arkansas
$238K – – –
23 24
25
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