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AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SLWA
801
San Luis Wealth Advisors
California
$886K +$95.4K +808 +12%
EGM
802
Engineers Gate Manager
New York
$885K -$9.29M -78,653 -91%
AO
803
Advisor OS
Illinois
$884K +$67.4K +571 +8%
LODC
804
Lanham O'Dell & Company
West Virginia
$884K +$4.02K +34 +0.4%
AFP
805
Ausdal Financial Partners
Iowa
$876K -$1.42K -12 -0.2%
CP
806
Cornerstone Planning
North Carolina
$871K +$888K +7,515 New
DB
807
Danske Bank
Denmark
$868K -$23.6K -200 -3%
PPW
808
Parcion Private Wealth
Washington
$868K +$3.07K +26 +0.3%
SSA
809
Sierra Summit Advisors
Nevada
$867K +$18.3K +155 +2%
JSC
810
Jackson Square Capital
California
$867K -$11.9K -101 -1%
EFMC
811
Empire Financial Management Company
New York
$862K – – –
NW
812
NewEdge Wealth
Pennsylvania
$860K +$429K +3,631 +95%
CAG
813
Csenge Advisory Group
Florida
$858K +$49.6K +420 +6%
CWS
814
Confluence Wealth Services
Pennsylvania
$857K -$72.8K -616 -8%
SMC
815
Smith, Moore & Co
Missouri
$856K -$46.2K -391 -5%
CC
816
Chicago Capital
Illinois
$852K +$2.48K +21 +0.3%
WWM
817
Western Wealth Management
Colorado
$849K +$11.6K +98 +1%
EFG
818
Everhart Financial Group
Ohio
$847K +$507K +4,296 +141%
SAM
819
Seelaus Asset Management
New Jersey
$827K – – –
AWM
820
Aprio Wealth Management
Georgia
$823K +$145K +1,230 +21%
ECA
821
Elevated Capital Advisors
Utah
$818K -$9.21K -78 -1%
SAM
822
Secure Asset Management
Michigan
$817K +$45.6K +386 +6%
SC
823
Syon Capital
California
$816K +$88.9K +753 +12%
TTWM
824
TCV Trust & Wealth Management
Virginia
$815K +$21.8K +185 +3%
BA
825
Bridgewater Advisors
New York
$814K +$71.9K +609 +10%
31 32
33
34 35