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AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
676
Aberdeen Wealth Management
Illinois
$456K – – –
GT
677
Glenview Trust
Kentucky
$456K – – –
CIC
678
Carnegie Investment Counsel
Ohio
$455K +$30.2K +351 +7%
SIM
679
Sentry Investment Management
Wisconsin
$454K – – –
VAS
680
Vestmark Advisory Solutions
Massachusetts
$449K +$155K +1,806 +52%
DI
681
DAGCO Inc
Ohio
$446K -$42.7K -496 -9%
LDFR
682
Lehman & Derafelo Financial Resources
Pennsylvania
$446K – – –
DWA
683
Douglass Winthrop Advisors
New York
$442K – – –
PFS
684
Prospera Financial Services
Texas
$439K -$3.53K -41 -0.8%
IIC
685
Ironwood Investment Counsel
Arizona
$439K – – –
PWW
686
Pettyjohn Wood & White
Virginia
$436K -$6.37K -74 -1%
SNT
687
Security National Trust
West Virginia
$435K -$76.2K -885 -15%
CIA
688
Cohen Investment Advisors
New Hampshire
$435K +$4.39K +51 +1%
PG
689
Pendal Group
Australia
$433K +$196K +2,272 +80%
RB
690
Rodgers Brothers
Pennsylvania
$432K +$141K +1,640 +47%
IFWM
691
Institute for Wealth Management
Colorado
$431K -$4.74K -55 -1%
LCM
692
Liberty Capital Management
Michigan
$427K – – –
TI
693
Tidal Investments
Wisconsin
$427K +$228K +2,649 +110%
DJYG
694
David J. Yvars Group
Florida
$425K – – –
LA
695
LexAurum Advisors
Kansas
$422K +$344 +4 +0.1%
HPWM
696
Highland Private Wealth Management
Washington
$420K +$3.1K +36 +0.7%
B
697
Bellecapital
Switzerland
$419K – – –
EWM
698
Empirical Wealth Management
Washington
$417K -$3.88K -45 -0.9%
BAM
699
Belpointe Asset Management
Nevada
$417K -$2.15K -25 -0.5%
DJSG
700
D.J. St. Germain
Massachusetts
$416K -$4.3K -50 -1%
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