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AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MPPLM
901
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$296K +$47.2K +534 +18%
VWMG
902
Virginia Wealth Management Group
Virginia
$295K +$795 +9 +0.3%
PSFG
903
Prairie Sky Financial Group
Illinois
$295K +$309K +3,503 New
IFA
904
Interactive Financial Advisors
Illinois
$295K – – –
IPAM
905
ICICI Prudential Asset Management
India
$295K +$18.2K +206 +6%
JIC
906
Joel Isaacson & Co
New York
$295K – – –
RCA
907
Ranch Capital Advisors
Florida
$294K – – –
APG
908
Abacus Planning Group
South Carolina
$293K – – –
RIA
909
Richwood Investment Advisors
Ohio
$292K – – –
CSIC
910
Clifford Swan Investment Counsel
California
$290K – – –
SF
911
Symphony Financial
Texas
$289K +$17.8K +201 +6%
LWCFA
912
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$289K +$14.8K +167 +5%
TPWA
913
TRUE Private Wealth Advisors
Oregon
$288K – – –
LF
914
Lantz Financial
Illinois
$288K +$34.1K +386 +13%
EI
915
Ethic Inc
New York
$287K -$33.6K -380 -10%
BFC
916
Bedel Financial Consulting
Indiana
$286K +$72.7K +823 +32%
CF
917
Centaurus Financial
California
$285K -$79.9K -905 -21%
HIC
918
Holderness Investments Company
North Carolina
$285K +$442 +5 +0.1%
FNBSF
919
First National Bank Sioux Falls
South Dakota
$284K – – –
GHAM
920
Gilman Hill Asset Management
Connecticut
$282K – – –
GWM
921
Gray Wealth Management
Maine
$282K +$1.06K +12 +0.4%
PCM
922
Penserra Capital Management
California
$280K +$292K +3,309 +11,818%
LL
923
LWMG LLC
Minnesota
$280K -$11.1K -126 -4%
CAM
924
Cypress Asset Management
Texas
$278K -$6.62K -75 -2%
SHFA
925
SC&H Financial Advisors
Maryland
$277K – – –
35 36
37
38 39