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AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
ONB
701
Old National Bancorp
Indiana
$402K +$13.7K +145 +3%
KFA
702
Krane Funds Advisors
New York
$401K -$70.4K -745 -13%
SIC
703
Salem Investment Counselors
North Carolina
$400K – – –
LA
704
LexAurum Advisors
Kansas
$398K +$79.9K +845 +20%
GRP
705
Global Retirement Partners
California
$398K +$380K +4,021 +423%
BRWM
706
B. Riley Wealth Management
Tennessee
$397K +$469K +4,965 New
RB
707
Rodgers Brothers
Pennsylvania
$395K -$9.27K -98 -2%
PJSIMP
708
P.J. Schmidt Investment Management (PJS)
Wisconsin
$395K – – –
TC
709
TwinBeech Capital
New York
$395K +$35.4K +374 +8%
AIM
710
Aigen Investment Management
New York
$395K +$178K +1,880 +62%
SMG
711
Smart Money Group
Texas
$394K +$3.59K +38 +0.8%
BFA
712
Brendel Financial Advisors
New Hampshire
$393K – – –
ITIM
713
Indiana Trust & Investment Management
Indiana
$392K -$23K -243 -5%
FM
714
Foster & Motley
Ohio
$391K -$30.1K -318 -6%
FNBSF
715
First National Bank Sioux Falls
South Dakota
$390K – – –
9WM
716
9258 Wealth Management
Ohio
$388K -$76.8K -812 -15%
BFEC
717
Benjamin F. Edwards & Company
Missouri
$388K -$71.6K -757 -13%
PFS
718
Prospera Financial Services
Texas
$386K -$679K -7,182 -60%
LDFR
719
Lehman & Derafelo Financial Resources
Pennsylvania
$382K -$17.7K -187 -4%
NP
720
Ninepoint Partners
Ontario, Canada
$380K -$27.3K -289 -6%
MSA
721
Marino Stram & Associates
Massachusetts
$375K +$59.4K +628 +15%
MCP
722
Mirador Capital Partners
California
$374K +$19.6K +207 +5%
CTI
723
Community Trust & Investment
Kentucky
$373K +$9.46K +100 +2%
AWA
724
ARS Wealth Advisors
Florida
$372K +$97.4K +1,030 +28%
TTWM
725
TCV Trust & Wealth Management
Virginia
$371K -$16.5K -175 -4%
27 28
29
30 31