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AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
VIA
776
Vident Investment Advisory
Georgia
$470K +$451K +4,955 New
IWM
777
IHT Wealth Management
Illinois
$470K +$3.46K +38 +0.8%
GT
778
Glenview Trust
Kentucky
$470K +$45.5K +500 +11%
FAIM
779
Financial Advocates Investment Management
Washington
$469K +$12.1K +133 +3%
HIS
780
Horizon Investment Services
Indiana
$469K -$5.83K -64 -1%
CA
781
Cullinan Associates
Kentucky
$468K -$26.9K -295 -6%
BTI
782
Blue Trust Inc
Georgia
$467K +$192K +2,107 +64%
CCA
783
Cobblestone Capital Advisors
New York
$466K -$2.28K -25 -0.5%
HBT
784
Heartland Bank & Trust
Illinois
$463K +$443K +4,872 New
APP
785
Avantax Planning Partners
Iowa
$461K +$25.5K +280 +6%
IFWM
786
Institute for Wealth Management
Colorado
$459K -$8.83K -97 -2%
PCM
787
Parsons Capital Management
Rhode Island
$455K +$3.37K +37 +0.8%
MMG
788
Monetary Management Group
Missouri
$453K – – –
FOFP
789
Fee-Only Financial Planning
South Carolina
$453K +$434K +4,769 New
AMIM
790
Aull & Monroe Investment Management
Alabama
$452K – – –
FCM
791
Fourpath Capital Management
Oklahoma
$452K +$122K +1,344 +39%
SIA
792
Strategic Investment Advisors
Michigan
$451K +$433K +4,752 New
CHC
793
City Holding Co
West Virginia
$450K -$12K -132 -3%
TNB
794
Thomasville National Bank
Georgia
$448K -$13.4K -147 -3%
MCWS
795
McKinley Carter Wealth Services
West Virginia
$448K +$80.6K +885 +23%
RAM
796
Roanoke Asset Management
New Jersey
$447K – – –
HCP
797
Hexagon Capital Partners
Arkansas
$446K -$33.8K -371 -7%
HFM
798
Hartford Funds Management
Pennsylvania
$444K +$131K +1,434 +44%
FNFDCM
799
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$442K +$164K +1,800 +63%
CT
800
Caldwell Trust
Florida
$442K – – –
30 31
32
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