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AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
851
Cyndeo Wealth Partners
Florida
$664K -$35.6K -325 -5%
SMG
852
Smart Money Group
Texas
$661K +$11.7K +107 +2%
ES
853
Eagle Strategies
New York
$660K +$38.6K +353 +6%
PAMG
854
Patton Albertson Miller Group
Tennessee
$660K +$385K +3,517 +150%
JIP
855
Jaffetilchin Investment Partners
Florida
$656K +$23K +210 +4%
NWM
856
Northcape Wealth Management
New York
$655K – – –
YP
857
YANKCOM Partnership
South Dakota
$653K +$14.4K +132 +2%
ITIM
858
Indiana Trust & Investment Management
Indiana
$650K +$80K +731 +14%
SPI
859
Strategic Planning Inc
Ohio
$648K +$5.36K +49 +0.9%
BO
860
Bank OZK
Arkansas
$647K -$219 -2 -0%
CA
861
Cornerstone Advisory
Maryland
$646K +$2.95K +27 +0.5%
LCM
862
Liberty Capital Management
Michigan
$641K – – –
CSB
863
City State Bank
Iowa
$636K – – –
SCTC
864
Sanibel Captiva Trust Company
Florida
$624K -$40.5K -370 -6%
AP
865
Atwood & Palmer
Missouri
$619K – – –
CK
866
Cohen Klingenstein
New York
$619K – – –
CCWM
867
Cassaday & Co Wealth Management
Virginia
$619K -$51K -466 -8%
AA
868
Advisory Alpha
Michigan
$618K -$33.5K -306 -5%
SDAM
869
Shulman DeMeo Asset Management
New York
$617K -$1.09K -10 -0.2%
MWM
870
Modera Wealth Management
New Jersey
$616K -$5.36K -49 -0.9%
IF
871
Intrua Financial
Texas
$615K +$39.3K +359 +7%
HIIFS
872
Harel Insurance Investments & Financial Services
Israel
$615K +$440K +4,025 +278%
VFG
873
Victory Financial Group
Texas
$614K -$6.24K -57 -1%
CWA
874
Centennial Wealth Advisory
Michigan
$610K +$25.8K +236 +5%
CHC
875
City Holding Co
West Virginia
$608K +$64.3K +588 +12%
33 34
35
36 37