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AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
801
Northcape Wealth Management
New York
$535K – – –
SLG
802
Stanley-Laman Group
Pennsylvania
$533K -$387 -4 -0.1%
AA
803
Advisory Alpha
Michigan
$527K +$37.7K +390 +7%
LCM
804
Liberty Capital Management
Michigan
$526K – – –
FSA
805
Franklin Street Advisors
North Carolina
$524K – – –
BO
806
Bank OZK
Arkansas
$520K -$26.1K -270 -5%
DAS
807
Dynamic Advisor Solutions
Arizona
$517K -$191K -1,976 -26%
SDAM
808
Shulman DeMeo Asset Management
New York
$517K -$2.03K -21 -0.4%
WC
809
Whitney & Co
New York
$516K -$48.4K -500 -8%
AUB
810
Atlantic Union Bankshares
Virginia
$510K -$24.1K -249 -4%
SCTC
811
Sanibel Captiva Trust Company
Florida
$509K +$176K +1,817 +49%
TFG
812
Taylor Financial Group
Virginia
$508K +$116K +1,200 +28%
DCM
813
Donaldson Capital Management
Indiana
$508K -$21.5K -222 -4%
AP
814
Atwood & Palmer
Missouri
$507K – – –
CK
815
Cohen Klingenstein
New York
$507K – – –
GIA
816
Gladstone Institutional Advisory
Florida
$503K +$9.68K +100 +2%
SIA
817
Schechter Investment Advisors
Michigan
$500K -$28.4K -293 -5%
CI
818
Cigna Investments
Connecticut
$500K – – –
CSB
819
City State Bank
Iowa
$499K – – –
CWS
820
Confluence Wealth Services
Pennsylvania
$497K – – –
VT
821
Vise Technologies
New York
$493K +$156K +1,617 +43%
CCWM
822
Cassaday & Co Wealth Management
Virginia
$491K -$33.7K -348 -6%
RIL
823
Rothschild Investment LLC
Illinois
$489K +$29.4K +304 +6%
CIAS
824
CFS Investment Advisory Services
New Jersey
$489K +$77.3K +799 +18%
BTI
825
Blue Trust Inc
Georgia
$488K -$176K -1,821 -26%
31 32
33
34 35