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AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
RAM
776
Roanoke Asset Management
New Jersey
$470K – – –
9WM
777
9258 Wealth Management
Ohio
$467K +$1.55K +17 +0.4%
HIS
778
Horizon Investment Services
Indiana
$466K +$427K +4,672 New
BPFA
779
Barnes Pettey Financial Advisors
Mississippi
$465K – – –
BA
780
Bridgewater Advisors
New York
$465K +$9.23K +101 +2%
CT
781
Caldwell Trust
Florida
$464K +$21.2K +232 +5%
GIA
782
Gladstone Institutional Advisory
Florida
$462K -$23.8K -261 -5%
SYBT
783
Stock Yards Bank & Trust
Kentucky
$462K – – –
FF
784
FourThought Financial
Florida
$460K +$13.6K +149 +3%
OPS
785
Orion Portfolio Solutions
Nebraska
$460K +$77.3K +846 +22%
AHB
786
Abner Herrman & Brock
New Jersey
$458K +$24.7K +270 +6%
HCP
787
Hexagon Capital Partners
Arkansas
$455K -$9.59K -105 -2%
THWM
788
Taylor Hoffman Wealth Management
Virginia
$454K – – –
ESCM
789
Echo Street Capital Management
New York
$450K +$175K +1,913 +74%
BAM
790
Belpointe Asset Management
Nevada
$448K -$46K -504 -10%
MP
791
McDonald Partners
Ohio
$446K +$405K +4,435 +11,088%
GT
792
Glenview Trust
Kentucky
$445K -$33.8K -370 -8%
TPWA
793
TRUE Private Wealth Advisors
Oregon
$445K – – –
AMBIA
794
Allen Mooney & Barnes Investment Advisors
Georgia
$444K +$407K +4,451 New
UCMOK
795
United Capital Management of KS
Kansas
$442K -$5.03K -55 -1%
RB
796
Renasant Bank
Mississippi
$442K +$12.8K +140 +3%
CWM
797
Cornerstone Wealth Management
Missouri
$437K -$20.7K -227 -5%
BBNA
798
Bremer Bank National Association
Minnesota
$437K -$7.31K -80 -2%
CWP
799
Concord Wealth Partners
Virginia
$436K -$4.66K -51 -1%
LB
800
Leo Brokerage
Texas
$435K +$398K +4,361 New
30 31
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