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AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
676
Procyon Advisors
Connecticut
$812K -$89.9K -921 -10%
1IA
677
1834 Investment Advisors
Wisconsin
$809K -$96.8K -992 -11%
SWA
678
Stratos Wealth Advisors
Ohio
$807K -$313K -3,205 -29%
GAM
679
Gotham Asset Management
New York
$805K +$124K +1,270 +19%
MWM
680
Mission Wealth Management
California
$800K +$316K +3,241 +71%
FRA
681
Frank Rimerman Advisors
California
$799K +$1.37K +14 +0.2%
PA
682
Parallel Advisors
California
$798K +$67.6K +693 +10%
FCM
683
Fourpath Capital Management
Oklahoma
$798K -$38.6K -396 -5%
DB
684
Danske Bank
Denmark
$797K +$299K +3,066 +65%
RGF
685
Retirement Guys Formula
Ohio
$795K +$38K +389 +5%
TCM
686
Twin Capital Management
Pennsylvania
$792K -$20.1K -206 -3%
PP
687
PDS Planning
Ohio
$791K +$390 +4 +0.1%
ECM
688
Evergreen Capital Management
Washington
$784K -$4.98K -51 -0.7%
PA
689
Prossimo Advisors
California
$783K +$744K +7,627 New
NCM
690
Next Capital Management
New York
$782K +$89.1K +913 +14%
SM
691
STF Management
Texas
$780K -$73.9K -757 -9%
DAS
692
Dynamic Advisor Solutions
Arizona
$778K -$6.64K -68 -0.9%
BCMO
693
Buckingham Capital Management (Ohio)
Ohio
$773K -$13.7K -140 -2%
CB
694
Cadence Bank
Mississippi
$770K -$154K -1,582 -17%
EFMC
695
Empire Financial Management Company
New York
$767K – – –
WA
696
Waverly Advisors
Alabama
$761K +$2.54K +26 +0.4%
NFG
697
Nations Financial Group
Iowa
$750K +$63.3K +649 +10%
PWW
698
Pettyjohn Wood & White
Virginia
$748K -$9.47K -97 -1%
AFG
699
Argent Financial Group
Louisiana
$748K +$711K +7,290 New
CAI
700
Capital Advisors Inc
Oklahoma
$747K -$18K -184 -2%
26 27
28
29 30