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AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
801
WealthBridge Capital Management
Ohio
$272K +$34.3K +420 +14%
IWS
802
Insight Wealth Strategies
California
$271K +$9.14K +112 +3%
HPC
803
Hobart Private Capital
North Carolina
$270K +$277K +3,394 New
JIC
804
Joel Isaacson & Co
New York
$269K +$11.3K +139 +4%
QPWM
805
Quadrant Private Wealth Management
Pennsylvania
$267K -$58.3K -714 -18%
AGM
806
Alpine Global Management
New York
$267K +$274K +3,357 New
RA
807
RFG Advisory
Alabama
$266K -$5.88K -72 -2%
BBL
808
Beck Bode LLC
Massachusetts
$266K +$163 +2 +0.1%
YIA
809
YHB Investment Advisors
Connecticut
$266K +$273K +3,345 New
CPA
810
Court Place Advisors
Maryland
$265K – – –
BCM
811
Brookstone Capital Management
Illinois
$264K -$104K -1,271 -28%
TAM
812
Townsend Asset Management
North Carolina
$264K – – –
EGA
813
E&G Advisors
Texas
$263K – – –
DBT
814
Dubuque Bank & Trust
Iowa
$262K -$31.8K -390 -11%
UCMOK
815
United Capital Management of KS
Kansas
$260K -$19.7K -241 -7%
GLLW
816
Graves Light Lenhart Wealth
Virginia
$260K – – –
EF
817
Empirical Finance
Pennsylvania
$260K +$34K +417 +15%
ABTD
818
Arvest Bank Trust Division
Oklahoma
$259K – – –
PWS
819
Private Wealth Strategies
Ohio
$259K +$1.22K +15 +0.5%
BAM
820
Belpointe Asset Management
Nevada
$259K +$13K +159 +5%
MAM
821
Meeder Asset Management
Ohio
$258K +$67.1K +822 +34%
EH
822
Equitable Holdings
New York
$257K +$163 +2 +0.1%
FM
823
Foster & Motley
Ohio
$256K -$137K -1,680 -34%
HH
824
Hilltop Holdings
Texas
$255K +$262K +3,213 New
QCG
825
Quadrant Capital Group
Ohio
$254K -$227K -2,786 -47%
31 32
33
34 35