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AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
776
Empirical Wealth Management
Washington
$404K +$34.4K +443 +10%
FCI
777
Financial Counselors Inc
Kansas
$404K -$6.52K -84 -2%
9WM
778
9258 Wealth Management
Ohio
$403K -$37.6K -484 -9%
HIP
779
HUB Investment Partners
Texas
$402K +$19.7K +254 +5%
LWL
780
Leo Wealth LLC
Texas
$401K +$376K +4,843 New
CIC
781
Carnegie Investment Counsel
Ohio
$401K +$77.8K +1,002 +25%
IAS
782
Insigneo Advisory Services
Florida
$400K +$146K +1,883 +62%
BCM
783
Birmingham Capital Management
Alabama
$400K -$46.6K -600 -11%
BIA
784
Barry Investment Advisors
Massachusetts
$399K -$41.6K -536 -10%
RIL
785
Rothschild Investment LLC
Illinois
$399K -$89.4K -1,152 -19%
PIA
786
Pinion Investment Advisors
Kansas
$399K -$52.7K -679 -12%
RGI
787
River Global Investors
United Kingdom
$396K +$379K +4,880 New
CPSAC
788
Chas P. Smith & Associates (CPS)
Florida
$396K +$6.44K +83 +2%
GCIM
789
Gunn & Company Investment Management
Florida
$396K +$379K +4,877 New
PA
790
PFG Advisors
Arizona
$396K +$89.3K +1,150 +31%
BHPW
791
Beverly Hills Private Wealth
California
$394K -$81.6K -1,051 -18%
CCA
792
Cobblestone Capital Advisors
New York
$392K – – –
PWAM
793
Pinnacle West Asset Management
Wyoming
$392K +$8.93K +115 +2%
GCM
794
Gables Capital Management
Florida
$391K – – –
DWA
795
Douglass Winthrop Advisors
New York
$391K -$15.5K -200 -4%
PTP
796
Platform Technology Partners
New York
$391K +$66.5K +857 +21%
FC
797
Forte Capital
New York
$390K -$44.8K -577 -11%
WIM
798
WealthPlan Investment Management
Nebraska
$390K -$35.6K -459 -9%
NPT
799
Nixon Peabody Trust
Massachusetts
$390K +$373K +4,800 New
WI
800
WrapManager Inc
California
$390K -$56.4K -726 -13%
30 31
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