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AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
851
Destination Wealth Management
California
$73K -$155K -2,183 -68%
SFM
852
Signet Financial Management
New Jersey
$71K -$14.1K -198 -17%
GSC
853
G&S Capital
Colorado
$71K – – –
HSA
854
Hussman Strategic Advisors
Maryland
$71K – – –
PG
855
Patten Group
Tennessee
$71K – – –
SBL
856
Sargent Bickham Lagudis
Colorado
$71K – – –
TSW
857
Thompson Siegel & Walmsley
Virginia
$71K – – –
WWMSC
858
Wagner Wealth Management (South Carolina)
South Carolina
$71K +$71.1K +999 New
CFA
859
Camarda Financial Advisors
Florida
$71K +$71.2K +1,000 New
LWCFA
860
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$70K -$34.9K -490 -33%
CI
861
CX Institutional
Indiana
$68K – – –
TDC
862
Thompson Davis & Co
Virginia
$68K – – –
SFSIG
863
San Francisco Sentry Investment Group
California
$67K – – –
JWA
864
JFS Wealth Advisors
Pennsylvania
$66K +$2.35K +33 +4%
LWS
865
Lucia Wealth Services
California
$66K +$9.89K +139 +18%
MPWT
866
MassMutual Private Wealth & Trust
Connecticut
$65.8K -$6.19K -87 -9%
AF
867
Arrow Financial
New York
$65K – – –
QAM
868
QCI Asset Management
New York
$64K -$7.12K -100 -10%
AOWM
869
Alpha Omega Wealth Management
Virginia
$64K – – –
JFA
870
JNBA Financial Advisors
Minnesota
$64K +$42.7K +600 +200%
OC
871
Oakworth Capital
Alabama
$62K – – –
LFG
872
LifePlan Financial Group
Ohio
$58K – – –
LF
873
Lee Financial
Texas
$57K -$12.1K -170 -18%
BRC
874
Bell Rock Capital
Delaware
$57K – – –
CCMW
875
Cypress Capital Management (Wyoming)
Wyoming
$57K – – –
33 34
35
36 37