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AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MYIA
726
Mount Yale Investment Advisors
Colorado
$295K -$28.9K -385 -9%
DP
727
Dearborn Partners
Illinois
$295K +$296K +3,948 New
SS
728
Sunbelt Securities
Texas
$294K +$18.1K +241 +7%
LA
729
LexAurum Advisors
Kansas
$289K +$225 +3 +0.1%
BA
730
Boston Advisors
Massachusetts
$288K – – –
CPA
731
Clear Perspective Advisors
Illinois
$287K -$9.76K -130 -3%
BIA
732
Barry Investment Advisors
Massachusetts
$287K -$7.73K -103 -3%
RRC
733
Relaxing Retirement Coach
Massachusetts
$287K – – –
BRWA
734
B. Riley Wealth Advisors
Florida
$284K -$144K -1,925 -34%
DAM
735
Delta Asset Management
Tennessee
$284K – – –
SCM
736
Schnieders Capital Management
California
$284K – – –
UBV
737
United Bank (Virginia)
Virginia
$284K – – –
IA
738
IFG Advisory
Georgia
$284K +$29.2K +389 +11%
GT
739
Glenview Trust
Kentucky
$283K +$284K +3,786 New
SWA
740
Stratos Wealth Advisors
Ohio
$283K +$284K +3,789 New
MCP
741
Mirador Capital Partners
California
$282K +$6.83K +91 +2%
RCAG
742
Rehmann Capital Advisory Group
Michigan
$281K +$32K +427 +13%
S
743
SignatureFD
Georgia
$281K +$1.13K +15 +0.4%
LCM
744
Laurion Capital Management
New York
$276K +$278K +3,700 New
HFA
745
Hoover Financial Advisors
Pennsylvania
$274K +$275K +3,665 New
AW
746
ACG Wealth
Georgia
$273K +$30.5K +407 +13%
CA
747
Calton & Associates
Florida
$271K -$107K -1,428 -28%
PCM
748
Prelude Capital Management
New York
$270K +$40.7K +542 +18%
BWCS
749
Beirne Wealth Consulting Services
Connecticut
$270K +$271K +3,610 New
BAM
750
Brave Asset Management
New Jersey
$269K +$4.58K +61 +2%
28 29
30
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