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AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
951
Dynamic Advisor Solutions
Arizona
$201K +$217K +2,481 New
CBT
952
Central Bank & Trust
Kentucky
$195K – – –
HFS
953
Hantz Financial Services
Michigan
$195K – – –
GI
954
Gradient Investments
Minnesota
$188K +$6.72K +77 +3%
TCWM
955
Total Clarity Wealth Management
Illinois
$182K -$199K -2,279 -50%
PWA
956
Phoenix Wealth Advisors
North Carolina
$181K – – –
PCFFS
957
Pacific Center for Financial Services
California
$177K – – –
BAM
958
Barrett Asset Management
New York
$174K +$27.1K +310 +17%
BC
959
Bartlett & Co
Ohio
$172K -$9.6K -110 -5%
FCA
960
FinTrust Capital Advisors
South Carolina
$172K -$8.73K -100 -5%
VWA
961
V Wealth Advisors
Kansas
$172K +$185K +2,122 New
BCWM
962
Bartlett & Co Wealth Management
Ohio
$172K -$9.6K -110 -5%
JGIA
963
Jackson Grant Investment Advisers
Connecticut
$171K +$524 +6 +0.3%
AF
964
Advisornet Financial
Minnesota
$171K +$43.6K +500 +31%
CI
965
CX Institutional
Indiana
$170K -$11.9K -136 -6%
TF
966
TimeScale Financial
Massachusetts
$170K +$698 +8 +0.4%
JFGIW
967
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$169K -$3.23K -37 -2%
PFGIA
968
Patriot Financial Group Insurance Agency
Massachusetts
$166K +$8.29K +95 +5%
TWA
969
TCI Wealth Advisors
Arizona
$164K -$35.9K -411 -17%
RFA
970
Reilly Financial Advisors
California
$164K -$4.71K -54 -3%
FA
971
Financial Advantage
Maryland
$162K – – –
ODG
972
O'Dell Group
Ohio
$161K -$43.6K -500 -20%
LAS
973
Lloyd Advisory Services
Georgia
$161K +$6.55K +75 +4%
BCA
974
Berman Capital Advisors
Georgia
$161K +$57.5K +659 +49%
PB
975
Pinnacle Bancorp
Nebraska
$157K – – –
37 38
39
40 41