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AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
KMWM
851
Keudell/Morrison Wealth Management
Oregon
$239K +$227K +2,849 New
CT
852
Clearstead Trust
Maine
$238K +$32.4K +408 +17%
HCM
853
Hall Capital Management
Rhode Island
$237K +$225K +2,825 New
SCA
854
Snowden Capital Advisors
New York
$237K -$11.7K -147 -5%
CPA
855
Clear Perspective Advisors
Illinois
$236K -$79.5K -1,000 -26%
PWP
856
Principle Wealth Partners
Connecticut
$236K +$14.3K +180 +7%
VFA
857
Valeo Financial Advisors
Indiana
$236K +$70.5K +887 +46%
ECA
858
Elevated Capital Advisors
Utah
$236K +$225K +2,826 New
MSA
859
Marino Stram & Associates
Massachusetts
$230K +$45.7K +575 +27%
EFSCE
860
Enterprise Financial Services Corp (EFSC)
Missouri
$230K +$135K +1,695 +161%
GSWM
861
Golden State Wealth Management
California
$230K +$219K +2,748 New
LPT
862
Legacy Private Trust
Wisconsin
$229K – – –
GLA
863
Good Life Advisors
Pennsylvania
$229K +$219K +2,750 New
NIM
864
Northeast Investment Management
Massachusetts
$228K -$68.9K -866 -24%
JFL
865
Jarislowsky, Fraser Ltd
Quebec, Canada
$227K -$199K -2,503 -48%
SWP
866
Strategic Wealth Partners
Ohio
$227K -$8.27K -104 -4%
PHAM
867
Palisades Hudson Asset Management
Florida
$227K +$215K +2,708 New
IIM
868
Ipswich Investment Management
Massachusetts
$226K – – –
BFEC
869
Benjamin F. Edwards & Company
Missouri
$224K +$8.99K +113 +4%
MHIM
870
MacNealy Hoover Investment Management
Ohio
$223K -$25.8K -325 -11%
PWM
871
Perigon Wealth Management
California
$223K – – –
MOS
872
MGO One Seven
Ohio
$222K -$18.8K -237 -8%
RA
873
RFG Advisory
Alabama
$222K +$211K +2,656 New
NWP
874
Northstar Wealth Partners
Connecticut
$221K +$210K +2,637 New
MSR
875
Main Street Research
Connecticut
$220K +$209K +2,630 New
33 34
35
36 37