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AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
901
Burt Wealth Advisors
Maryland
$41K – – –
VIA
902
Vantage Investment Advisors
Pennsylvania
$41K +$15.7K +220 +38%
KTC
903
Kistler-Tiffany Companies
Pennsylvania
$40K – – –
POIA
904
Pin Oak Investment Advisors
Texas
$40K +$213 +3 +0.5%
GAM
905
Gemmer Asset Management
California
$39K – – –
IDBONY
906
Israel Discount Bank of New York
New York
$37K -$712 -10 -2%
LWA
907
Lowe Wealth Advisors
Maryland
$36K – – –
PGWM
908
Parisi Gray Wealth Management
New Jersey
$36K – – –
BAM
909
Bruderman Asset Management
New York
$35K – – –
OIA
910
OneDigital Investment Advisors
Kansas
$35K – – –
MPIA
911
Mountain Pacific Investment Advisers
Idaho
$35K +$35.2K +495 New
MAM
912
Meeder Asset Management
Ohio
$34K -$88.6K -1,245 -72%
NC
913
NewSquare Capital
Pennsylvania
$34K – – –
WEC
914
Winslow Evans & Crocker
Massachusetts
$34K – – –
PMFA
915
Plante Moran Financial Advisors
Michigan
$31K -$12.9K -181 -29%
BWM
916
Baystate Wealth Management
Massachusetts
$31K +$213 +3 +0.7%
TAIM
917
TD Ameritrade Investment Management
Nebraska
$31K +$22.6K +317 +254%
FC
918
Ferris Capital
Massachusetts
$30K -$3.13K -44 -9%
VNA
919
Valley National Advisers
Pennsylvania
$30K – – –
ADL
920
Asset Dedication LLC
California
$29K – – –
AIM
921
Arcadia Investment Management
Michigan
$28K – – –
CBT
922
Central Bank & Trust
Kentucky
$28K – – –
EWM
923
Endurance Wealth Management
Rhode Island
$28K – – –
SFA
924
Spectrum Financial Alliance
Kentucky
$28K – – –
RBC
925
Roble Belko & Company
Pennsylvania
$27K – – –
35 36
37
38 39