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AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
651
Kovack Advisors
Florida
$483K +$9.71K +119 +2%
GT
652
Glenview Trust
Kentucky
$482K +$7.18K +88 +1%
MWM
653
Mattern Wealth Management
Kansas
$481K – – –
ACS
654
Archford Capital Strategies
Illinois
$480K -$7.18K -88 -1%
PTC
655
Private Trust Company
Ohio
$468K +$13.9K +170 +3%
FBT
656
First Bank & Trust
South Dakota
$468K +$402K +4,924 +516%
IF
657
Intrua Financial
Texas
$467K +$456K +5,588 New
TCOT
658
Trust Company of Toledo
Ohio
$466K – – –
BPA
659
Beacon Pointe Advisors
California
$465K +$116K +1,427 +33%
VCA
660
Verdence Capital Advisors
Maryland
$463K +$242K +2,967 +104%
ARG
661
Advisory Resource Group
Oklahoma
$461K -$4.98K -61 -1%
IAA
662
Independent Advisor Alliance
North Carolina
$460K -$147K -1,798 -24%
WSCM
663
Wellington Shields Capital Management
New York
$459K +$82 +1 +0%
MWM
664
Mission Wealth Management
California
$457K +$54.3K +665 +13%
IHL
665
Investment House LLC
California
$454K – – –
ACM
666
Alethea Capital Management
Washington
$454K +$465K +5,697 New
JFGIW
667
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$453K -$77.8K -953 -14%
WSTAM
668
Wilbanks Smith & Thomas Asset Management
Virginia
$443K -$56.4K -691 -11%
GRP
669
Global Retirement Partners
California
$442K +$47.6K +583 +12%
PA
670
Parallel Advisors
California
$441K -$70.1K -859 -13%
APP
671
Avantax Planning Partners
Iowa
$441K -$2.86K -35 -0.6%
DCM
672
Donaldson Capital Management
Indiana
$440K – – –
SSA
673
South Street Advisors
New York
$440K – – –
AHB
674
Abner Herrman & Brock
New Jersey
$440K +$97.9K +1,199 +28%
AWA
675
Arete Wealth Advisors
Illinois
$438K -$8K -98 -2%
25 26
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