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AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
926
4J Wealth Management
Virginia
$727K – – –
JIP
927
Jaffetilchin Investment Partners
Florida
$724K -$36.5K -292 -5%
MIP
928
Marietta Investment Partners
Wisconsin
$722K – – –
AP
929
Atwood & Palmer
Missouri
$721K – – –
CK
930
Cohen Klingenstein
New York
$721K – – –
SDAM
931
Shulman DeMeo Asset Management
New York
$720K -$1.63K -13 -0.2%
MG
932
Mather Group
Illinois
$712K +$23.9K +191 +4%
SC
933
SouthState Corp
Florida
$710K – – –
TCA
934
Transcend Capital Advisors
New Jersey
$708K +$170K +1,360 +34%
SIA
935
Sovereign Investment Advisors
Arizona
$708K +$676K +5,399 New
RC
936
Rexford Capital
Texas
$706K +$30.4K +243 +5%
TFG
937
Taylor Financial Group
Virginia
$705K – – –
SYBT
938
Stock Yards Bank & Trust
Kentucky
$705K +$71.3K +570 +12%
MWM
939
Modern Wealth Management
Kansas
$704K +$51.8K +414 +8%
ASC
940
Atalanta Sosnoff Capital
New York
$699K +$876 +7 +0.1%
CIG
941
Cascade Investment Group
Colorado
$697K +$6.38K +51 +1%
BIA
942
Barry Investment Advisors
Massachusetts
$696K -$4K -32 -0.6%
CPIG
943
Chicago Partners Investment Group
Illinois
$694K +$76.1K +608 +13%
TDB
944
Thompson David Blair
$693K +$406K +3,243 +159%
DCM
945
Donaldson Capital Management
Indiana
$692K -$92.7K -741 -12%
MWM
946
Modera Wealth Management
New Jersey
$691K -$34.4K -275 -5%
AWM
947
Arista Wealth Management
Nevada
$689K +$10.3K +82 +2%
BWM
948
BKM Wealth Management
Wisconsin
$687K -$125 -1 -0%
NWM
949
Northcape Wealth Management
New York
$687K +$1.75K +14 +0.3%
PMA
950
Prudent Man Advisors
Illinois
$686K +$215K +1,721 +49%
36 37
38
39 40