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AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MPPLM
826
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$141K +$143K +1,913 New
AWA
827
Acorn Wealth Advisors
Michigan
$136K +$143K +1,909 New
HI
828
Hudock Inc
Pennsylvania
$133K – – –
LWCFA
829
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$128K -$971 -13 -0.7%
FIB
830
First Interstate Bank
Montana
$128K – – –
CWM
831
Cranbrook Wealth Management
Michigan
$126K – – –
TF
832
Tompkins Financial
New York
$126K – – –
WCM
833
Wealthcare Capital Management
Virginia
$121K – – –
EFSCE
834
Enterprise Financial Services Corp (EFSC)
Missouri
$121K +$2.02K +27 +2%
GLI
835
Guardian Life Insurance
New York
$117K +$35.9K +480 +43%
IWP
836
Icon Wealth Partners
Texas
$117K +$119K +1,587 New
MPWT
837
MassMutual Private Wealth & Trust
Connecticut
$116K -$5.08K -68 -4%
PMFA
838
Plante Moran Financial Advisors
Michigan
$113K – – –
HWM
839
Holloway Wealth Management
Florida
$111K – – –
BCM
840
Blume Capital Management
California
$109K – – –
TWA
841
TCI Wealth Advisors
Arizona
$108K -$59.5K -797 -35%
LNB
842
Ledyard National Bank
$107K – – –
KF
843
Krilogy Financial
Missouri
$104K +$75 +1 +0.1%
1IA
844
1834 Investment Advisors
Wisconsin
$103K +$104K +1,398 New
AF
845
Advisornet Financial
Minnesota
$102K +$104K +1,387 New
BAM
846
Barrett Asset Management
New York
$101K -$59.8K -800 -37%
EA
847
Edge Advisors
Georgia
$101K +$3.59K +48 +4%
FPB
848
First PREMIER Bank
South Dakota
$100K – – –
GFP
849
Gryphon Financial Partners
Ohio
$99K +$100K +1,342 New
RE
850
RBC Europe
United Kingdom
$95.1K – – –
32 33
34
35 36