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AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
951
Armor Investment Advisors
North Carolina
$237K -$8.44K -100 -4%
BHBT
952
Burke & Herbert Bank & Trust
Virginia
$237K +$5.06K +60 +2%
PCA
953
Personal Capital Advisors
California
$235K -$93.5K -1,109 -30%
BONST
954
Bank of Nova Scotia Trust
Ontario, Canada
$235K -$27.8K -329 -11%
JC
955
Jacobs & Co
California
$235K – – –
SOAG
956
Silver Oak Advisory Group
Oregon
$235K +$223K +2,645 New
WTB
957
Washington Trust Bank
Washington
$234K – – –
RPWA
958
Regent Peak Wealth Advisors
Georgia
$234K +$2.02K +24 +0.9%
FFBTD
959
First Financial Bank - Trust Division
Ohio
$233K +$221K +2,625 New
ABC
960
Associated Banc-Corp
Wisconsin
$232K – – –
SWM
961
Shakespeare Wealth Management
Wisconsin
$232K – – –
DWT
962
Dorsey & Whitney Trust
South Dakota
$232K +$220K +2,603 New
ESCM
963
Echo Street Capital Management
New York
$231K -$591K -7,007 -73%
HIC
964
Holderness Investments Company
North Carolina
$231K – – –
IAIM
965
International Assets Investment Management
Florida
$231K +$219K +2,600 New
DAM
966
Derbend Asset Management
Georgia
$230K -$3.46K -41 -2%
SPP
967
Single Point Partners
Massachusetts
$230K +$218K +2,584 New
AF
968
Advisornet Financial
Minnesota
$229K +$38.9K +461 +22%
SMH
969
Sanders Morris Harris
Texas
$228K – – –
FFG
970
Frisch Financial Group
New York
$228K +$2.02K +24 +0.9%
RWP
971
RWA Wealth Partners
Massachusetts
$228K +$5.23K +62 +2%
APP
972
Alpha Paradigm Partners
Illinois
$227K -$196K -2,329 -48%
GAB
973
German American Bancorp
Indiana
$227K – – –
ES
974
Eagle Strategies
New York
$227K +$216K +2,555 New
AWA
975
Arete Wealth Advisors
Illinois
$226K -$3.46K -41 -2%
37 38
39
40 41