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AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
876
Providence Wealth Advisors
Illinois
$247K +$240K +2,640 New
AW
877
ACG Wealth
Georgia
$246K -$44K -485 -16%
CIC
878
Crawford Investment Counsel
Georgia
$245K -$80.8K -890 -25%
FNFDCM
879
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$244K +$237K +2,606 New
AI
880
Accredited Investors
Minnesota
$243K +$235K +2,593 New
BPWA
881
Beacon Pointe Wealth Advisors
California
$242K -$11.4K -125 -5%
HCM
882
Howland Capital Management
Massachusetts
$241K – – –
AIM
883
AIA Investment Management
Singapore
$241K +$234K +2,574 New
MA
884
MCF Advisors
Kentucky
$240K – – –
CWM
885
Cornerstone Wealth Management
Missouri
$240K +$8.08K +89 +4%
MMG
886
Monetary Management Group
Missouri
$239K – – –
BFM
887
Boston Financial Management
Massachusetts
$238K – – –
SSWM
888
Smith Salley Wealth Management
North Carolina
$237K – – –
TL
889
TrueWealth LLC
Georgia
$237K +$91 +1 +0%
BONST
890
Bank of Nova Scotia Trust
Ontario, Canada
$234K -$182 -2 -0.1%
HT
891
Heritage Trust
Oklahoma
$233K – – –
PWM
892
Perigon Wealth Management
California
$233K – – –
CF
893
Centaurus Financial
California
$232K -$46.1K -508 -17%
STA
894
Summit Trail Advisors
New York
$232K +$224K +2,472 New
DWT
895
Dorsey & Whitney Trust
South Dakota
$230K +$224K +2,462 New
BIA
896
Barry Investment Advisors
Massachusetts
$229K -$4.54K -50 -2%
FWM
897
Focused Wealth Management
New York
$229K -$4.36K -48 -2%
RWP
898
RWA Wealth Partners
Massachusetts
$229K – – –
SC
899
Schulhoff & Co
Ohio
$228K – – –
CTA
900
Chesley Taft & Associates
Illinois
$227K +$220K +2,428 New
34 35
36
37 38