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AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
951
Richwood Investment Advisors
Ohio
$307K +$28.3K +323 +10%
WI
952
WrapManager Inc
California
$306K -$50K -572 -14%
AIA
953
Angeles Investment Advisors
California
$306K -$11K -126 -3%
SWM
954
Spire Wealth Management
Virginia
$305K +$27.4K +313 +10%
EGA
955
E&G Advisors
Texas
$304K -$8.75K -100 -3%
PSFG
956
Prairie Sky Financial Group
Illinois
$302K – – –
WHC
957
Wulff, Hansen & Co
California
$301K – – –
ACM
958
Advisors Capital Management
New Jersey
$300K -$80.8K -924 -21%
CT
959
ClearAlpha Technologies
Connecticut
$299K +$298K +3,404 New
WPW
960
Waldron Private Wealth
Pennsylvania
$298K +$1.84K +21 +0.6%
PBK
961
Peoples Bank (Kansas)
Kansas
$297K – – –
ESB
962
Essex Savings Bank
Connecticut
$296K +$51.8K +592 +21%
FNBSF
963
First National Bank Sioux Falls
South Dakota
$296K – – –
CW
964
Channel Wealth
California
$295K +$350 +4 +0.1%
UAS
965
United Asset Strategies
New York
$295K -$59K -674 -17%
PWA
966
Prairie Wealth Advisors
Nebraska
$294K – – –
HIC
967
Holderness Investments Company
North Carolina
$294K +$350 +4 +0.1%
CPBTD
968
Central Pacific Bank - Trust Division
Hawaii
$294K – – –
GWMI
969
Guardian Wealth Management (Illinois)
Illinois
$293K -$7.79K -89 -3%
WAL
970
W Advisors LLC
Tennessee
$292K +$1.66K +19 +0.6%
SEP
971
Southland Equity Partners
Missouri
$291K +$1.66K +19 +0.6%
KIA
972
Knollwood Investment Advisory
Maryland
$291K +$291K +3,321 New
TI
973
Trexquant Investment
Connecticut
$291K +$290K +3,319 New
BWA
974
Burt Wealth Advisors
Maryland
$291K -$4.99K -57 -2%
BONST
975
Bank of Nova Scotia Trust
Ontario, Canada
$289K – – –
37 38
39
40 41