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AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
901
BDO Wealth Advisors
Florida
$24K +$67 +1 +0.3%
SMG
902
Spectrum Management Group
Indiana
$24K +$4.04K +60 +21%
SWMG
903
Signature Wealth Management Group
Georgia
$23K -$1.41K -21 -6%
AWM
904
Avior Wealth Management
Nebraska
$23K +$13.6K +202 +151%
PW
905
Price Wealth
Texas
$23K +$22.2K +330 New
TFO
906
Tarbox Family Office
California
$22K – – –
JFA
907
JNBA Financial Advisors
Minnesota
$21K – – –
LFA
908
Legacy Financial Advisors
Kentucky
$21K – – –
QCIG
909
Quad-Cities Investment Group
Iowa
$21K +$20.2K +300 New
BCA
910
Bay Colony Advisors
Massachusetts
$21K +$20.4K +303 New
CAW
911
Cornerstone Advisors (Washington)
Washington
$20K – – –
LA
912
Legacy Advisors
Pennsylvania
$20K – – –
KJWM
913
Kiley Juergens Wealth Management
Washington
$20K +$20.2K +300 New
SWA
914
Sutton Wealth Advisors
Florida
$19.7K -$7.41K -110 -28%
HR
915
Howe & Rusling
New York
$18K -$16.9K -251 -49%
DWA
916
Divergent Wealth Advisors
Utah
$18K – – –
RCG
917
Ruggie Capital Group
Florida
$18K – – –
WB
918
Webster Bank
Connecticut
$17K -$20.2K -300 -55%
TCM
919
TD Capital Management
Tennessee
$17K – – –
GBBWRPM
920
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$16K – – –
TIM
921
Tortoise Investment Management
New York
$15K – – –
BA
922
Ballew Advisors
Mississippi
$14K – – –
BCP
923
Blackhawk Capital Partners
Wisconsin
$14K – – –
CAM
924
CenterStar Asset Management
Illinois
$14K – – –
WAM
925
Watermark Asset Management
California
$14K – – –
35 36
37
38 39