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AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
651
Independent Advisor Alliance
North Carolina
$489K -$33.8K -393 -6%
STC
652
Sarah T. Connolly
$489K – – –
PWM
653
Perigon Wealth Management
California
$486K +$24.3K +282 +5%
WI
654
WrapManager Inc
California
$485K +$93.9K +1,090 +23%
CWP
655
Concord Wealth Partners
Virginia
$484K +$17.8K +207 +4%
CTA
656
Colonial Trust Advisors
South Carolina
$482K – – –
IHL
657
Investment House LLC
California
$482K – – –
PIA
658
Pinion Investment Advisors
Kansas
$481K +$86 +1 +0%
SMC
659
Smith, Moore & Co
Missouri
$474K +$99.7K +1,158 +26%
AIC
660
Archer Investment Corporation
Indiana
$474K +$86.1K +1,000 +22%
CHC
661
City Holding Co
West Virginia
$473K -$8.01K -93 -2%
SC
662
Savant Capital
Illinois
$473K +$8.78K +102 +2%
SIC
663
Salem Investment Counselors
North Carolina
$469K – – –
CGL
664
Clarius Group LLC
Washington
$469K +$4.82K +56 +1%
MIP
665
Marietta Investment Partners
Wisconsin
$467K – – –
SSA
666
South Street Advisors
New York
$467K – – –
MAM
667
Meeder Asset Management
Ohio
$467K +$82.7K +961 +21%
AP
668
Atwood & Palmer
Missouri
$465K – – –
CK
669
Cohen Klingenstein
New York
$465K – – –
DA
670
Detalus Advisors
Missouri
$465K – – –
LIM
671
Longfellow Investment Management
Massachusetts
$464K -$302K -3,507 -39%
AMIM
672
Aull & Monroe Investment Management
Alabama
$462K – – –
AWCI
673
Alpine Woods Capital Investors
New York
$461K -$86.1K -1,000 -16%
CAM
674
Centre Asset Management
New York
$461K -$25.8K -300 -5%
BBA
675
BLB&B Advisors
Pennsylvania
$459K -$13.8K -160 -3%
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