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AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
901
Gemmer Asset Management
California
$39K – – –
IDBONY
902
Israel Discount Bank of New York
New York
$37K -$712 -10 -2%
LWA
903
Lowe Wealth Advisors
Maryland
$36K – – –
PGWM
904
Parisi Gray Wealth Management
New Jersey
$36K – – –
BAM
905
Bruderman Asset Management
New York
$35K – – –
OIA
906
OneDigital Investment Advisors
Kansas
$35K – – –
MPIA
907
Mountain Pacific Investment Advisers
Idaho
$35K +$35.2K +495 New
MAM
908
Meeder Asset Management
Ohio
$34K -$88.6K -1,245 -72%
NC
909
NewSquare Capital
Pennsylvania
$34K – – –
WEC
910
Winslow Evans & Crocker
Massachusetts
$34K – – –
PMFA
911
Plante Moran Financial Advisors
Michigan
$31K -$12.9K -181 -29%
BWM
912
Baystate Wealth Management
Massachusetts
$31K +$213 +3 +0.7%
TAIM
913
TD Ameritrade Investment Management
Nebraska
$31K +$22.6K +317 +254%
FC
914
Ferris Capital
Massachusetts
$30K -$3.13K -44 -9%
VNA
915
Valley National Advisers
Pennsylvania
$30K – – –
ADL
916
Asset Dedication LLC
California
$29K – – –
AIM
917
Arcadia Investment Management
Michigan
$28K – – –
CBT
918
Central Bank & Trust
Kentucky
$28K – – –
EWM
919
Endurance Wealth Management
Rhode Island
$28K – – –
SFA
920
Spectrum Financial Alliance
Kentucky
$28K – – –
RBC
921
Roble Belko & Company
Pennsylvania
$27K – – –
YWP
922
YorkBridge Wealth Partners
New York
$26K -$6.4K -90 -20%
AWMS
923
Advocacy Wealth Management Services
Georgia
$25K – – –
SWMG
924
Signature Wealth Management Group
Georgia
$25K – – –
DBT
925
Dubuque Bank & Trust
Iowa
$24K -$31K -435 -56%
35 36
37
38 39