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AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
NAAA
626
New Age Alpha Advisors
New York
$1.25M -$929K -9,170 -44%
LA
627
Legacy Advisors
Pennsylvania
$1.24M +$432K +4,262 +60%
HCM
628
Huber Capital Management
California
$1.24M -$213K -2,100 -16%
AAS
629
Ameritas Advisory Services
Nebraska
$1.23M -$37.9K -374 -3%
CW
630
CreativeOne Wealth
Kansas
$1.22M +$123K +1,218 +12%
MLA
631
My Legacy Advisors
Oregon
$1.21M -$29.1K -287 -3%
EI
632
Ethic Inc
New York
$1.2M +$388K +3,831 +53%
GSWM
633
Golden State Wealth Management
California
$1.2M +$174K +1,715 +19%
WA
634
Wealth Alliance
New York
$1.2M +$5.57K +55 +0.5%
TI
635
Tidal Investments
Wisconsin
$1.19M +$7.6K +75 +0.7%
ETC
636
Exchange Traded Concepts
Oklahoma
$1.19M +$22K +217 +2%
CA
637
Cornerstone Advisors
North Carolina
$1.18M -$2.27M -22,400 -67%
FTWA
638
Fifth Third Wealth Advisors
Ohio
$1.18M +$496K +4,897 +83%
FIM
639
Freedom Investment Management
Connecticut
$1.18M -$234K -2,307 -18%
P
640
Pitcairn
Pennsylvania
$1.18M +$814K +8,035 +295%
GFP
641
Gryphon Financial Partners
Ohio
$1.16M +$24.3K +240 +2%
OQS
642
Occudo Quantitative Strategies
Florida
$1.16M +$1.1M +10,862 New
GFA
643
Gallagher Fiduciary Advisors
Illinois
$1.15M +$17.5K +173 +2%
CCMW
644
Cypress Capital Management (Wyoming)
Wyoming
$1.14M -$26.3K -260 -2%
NL
645
Navalign LLC
California
$1.14M +$31.3K +309 +3%
RGF
646
Retirement Guys Formula
Ohio
$1.13M +$161K +1,591 +18%
OFS
647
OneAscent Financial Services
Alabama
$1.13M +$537K +5,303 +104%
HW
648
Hancock Whitney
Mississippi
$1.13M +$14.5K +143 +1%
HI
649
Horizon Investments
North Carolina
$1.12M +$42.4K +419 +4%
PNC
650
Park National Corp
Ohio
$1.12M -$75.4K -744 -7%
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