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AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
601
Colonial Trust Advisors
South Carolina
$564K +$36.4K +446 +7%
SNT
602
Security National Trust
West Virginia
$564K +$71.8K +880 +14%
SFA
603
Sequoia Financial Advisors
Ohio
$561K +$6.61K +81 +1%
AA
604
Ancora Advisors
Ohio
$561K +$38K +466 +7%
SC
605
SouthState Corp
Florida
$558K +$32.2K +395 +6%
CAI
606
Capital Advisors Inc
Oklahoma
$555K +$55.7K +682 +12%
PFS
607
Prospera Financial Services
Texas
$554K +$176K +2,155 +45%
BAMF
608
BI Asset Management Fondsmaeglerselskab
Denmark
$551K -$21.5K -264 -4%
OAM
609
Oppenheimer Asset Management
New York
$551K +$109K +1,336 +24%
RIM
610
Rampart Investment Management
Connecticut
$548K +$243K +2,972 +76%
LNWWM
611
Laird Norton Wetherby Wealth Management
California
$543K -$24.2K -296 -4%
HAG
612
HighPoint Advisor Group
Illinois
$543K -$21.3K -261 -4%
ARMT
613
Amica Retiree Medical Trust
Rhode Island
$543K +$140K +1,716 +34%
KWM
614
Keebeck Wealth Management
Illinois
$542K – – –
EHC
615
Everett Harris & Co
California
$541K – – –
GCMG
616
Gyroscope Capital Management Group
Florida
$541K +$38K +466 +7%
RPC
617
Rossmore Private Capital
Connecticut
$541K +$125K +1,535 +29%
IG
618
ING Group
Netherlands
$539K +$552K +6,763 New
FFN
619
Focus Financial Network
Minnesota
$533K +$7.26K +89 +1%
BBA
620
BLB&B Advisors
Pennsylvania
$532K -$98K -1,200 -15%
RCG
621
Ruane, Cunniff & Goldfarb
New York
$532K -$30.8K -377 -5%
SSB
622
Sandy Spring Bank
Maryland
$532K +$74.4K +912 +16%
AT
623
Arden Trust
Delaware
$529K – – –
AF
624
Allworth Financial
California
$523K +$12.7K +156 +2%
SWA
625
Stratos Wealth Advisors
Ohio
$521K +$248K +3,036 +87%
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