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AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
901
GDS Wealth Management
Texas
$337K -$9.54K -109 -3%
APP
902
Avantax Planning Partners
Iowa
$336K -$72.2K -825 -18%
TNB
903
Thomasville National Bank
Georgia
$336K +$24K +274 +8%
GWM
904
Gray Wealth Management
Maine
$336K +$525 +6 +0.2%
KP
905
Keel Point
Alabama
$336K +$299K +3,421 New
BCM
906
Birmingham Capital Management
Alabama
$335K -$26.2K -300 -7%
CHC
907
City Holding Co
West Virginia
$335K -$10.9K -125 -3%
P
908
Pitcairn
Pennsylvania
$333K +$44.3K +506 +15%
SSA
909
Schonfeld Strategic Advisors
New York
$333K +$332K +3,790 New
BFA
910
Brendel Financial Advisors
New Hampshire
$332K – – –
EM
911
Excalibur Management
Massachusetts
$332K +$44.4K +507 +15%
CT
912
Caldwell Trust
Florida
$330K +$72.6K +830 +28%
JGUA
913
John G. Ullman & Associates
New York
$329K – – –
EI
914
Ethic Inc
New York
$328K +$327K +3,741 New
RCA
915
Ranch Capital Advisors
Florida
$328K +$8.75K +100 +3%
JFGIW
916
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$327K -$256K -2,924 -44%
THWM
917
Taylor Hoffman Wealth Management
Virginia
$327K – – –
AAM
918
Aureus Asset Management
Massachusetts
$327K -$27.7K -317 -8%
GC
919
Gilbert & Cook
Iowa
$326K -$28.5K -326 -8%
IPWA
920
International Private Wealth Advisors
California
$326K +$29K +331 +10%
EHC
921
Everett Harris & Co
California
$326K -$13.1K -150 -4%
KI
922
Kapitalo Investimentos
Brazil
$325K +$13.4K +153 +4%
CTI
923
Community Trust & Investment
Kentucky
$325K -$3.16M -36,097 -91%
TPI
924
Trust Point Inc
Wisconsin
$325K -$34.6K -396 -10%
HFW
925
Horizon Family Wealth
Illinois
$324K +$2.54K +29 +0.8%
35 36
37
38 39