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AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
751
Bartlett & Co Wealth Management
Ohio
$997K +$35.5K +301 +4%
AAB
752
ABN AMRO Bank
Netherlands
$996K +$187K +1,580 +22%
PCA
753
Purkiss Capital Advisors
Connecticut
$992K -$57.9K -490 -5%
GVAG
754
Great Valley Advisor Group
Delaware
$992K +$277K +2,342 +37%
AF
755
Arrow Financial
New York
$991K +$168K +1,426 +20%
IPAM
756
ICICI Prudential Asset Management
India
$988K +$42.3K +358 +4%
AWAG
757
ARS Wealth Advisors Group
Florida
$987K +$709 +6 +0.1%
WA
758
Wealth Alliance
New York
$986K -$326K -2,760 -24%
CAI
759
Capital Advisors Inc
Oklahoma
$975K – – –
JWA
760
JFS Wealth Advisors
Pennsylvania
$972K +$9.68K +82 +1%
SFS
761
Solitude Financial Services
Virginia
$970K +$233K +1,975 +31%
FGP
762
Freestone Grove Partners
California
$970K +$467K +3,958 +89%
AAG
763
Armstrong Advisory Group
Massachusetts
$969K +$1.06K +9 +0.1%
ICP
764
Impact Capital Partners
Colorado
$969K +$85K +720 +9%
TCM
765
Thoma Capital Management
Maryland
$966K -$24K -203 -2%
BHCM
766
Brevan Howard Capital Management
Jersey
$964K -$3.12M -26,397 -76%
CIP
767
Capital Insight Partners
Arizona
$964K -$19.7K -167 -2%
LGWM
768
Litman Gregory Wealth Management
California
$963K – – –
PRP
769
Peak Retirement Planning
Ohio
$960K -$17K -144 -2%
WJWM
770
Williams Jones Wealth Management
New York
$956K +$720K +6,097 +278%
RL
771
Rogco LP
Oklahoma
$956K -$2.6K -22 -0.3%
FRM
772
Fox Run Management
Connecticut
$949K +$972K +8,229 New
CCM
773
Capstone Capital Management
$946K +$968K +8,200 New
MFS
774
Mattson Financial Services
Michigan
$945K -$141K -1,196 -13%
CIAS
775
CFS Investment Advisory Services
New Jersey
$944K +$27.4K +232 +3%
29 30
31
32 33