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AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PBK
951
Peoples Bank (Kansas)
Kansas
$358K +$48.4K +500 +15%
NIM
952
Northeast Investment Management
Massachusetts
$357K – – –
CGL
953
Clarius Group LLC
Washington
$357K -$19K -196 -5%
HFW
954
Horizon Family Wealth
Illinois
$357K +$9.1K +94 +2%
CT
955
Caldwell Trust
Florida
$357K -$29.6K -306 -7%
CI
956
Conning Inc
Connecticut
$356K -$6.68K -69 -2%
BOJHT
957
Bank of Jackson Hole Trust
Wyoming
$356K +$374K +3,861 New
CIAS
958
Capital Investment Advisory Services
North Carolina
$356K -$63.9K -660 -15%
JIC
959
Joel Isaacson & Co
New York
$356K – – –
GWM
960
Gray Wealth Management
Maine
$354K +$484 +5 +0.1%
ASC
961
Atalanta Sosnoff Capital
New York
$354K +$28.6K +296 +8%
RCA
962
Ranch Capital Advisors
Florida
$353K +$9.1K +94 +3%
GC
963
Gilbert & Cook
Iowa
$353K +$9.39K +97 +3%
BCM
964
Birmingham Capital Management
Alabama
$352K – – –
EM
965
Excalibur Management
Massachusetts
$352K +$2.03K +21 +0.6%
KMWM
966
Keudell/Morrison Wealth Management
Oregon
$351K -$1.55K -16 -0.4%
SWM
967
Spire Wealth Management
Virginia
$350K +$7.16K +74 +2%
BFA
968
Brendel Financial Advisors
New Hampshire
$349K – – –
1C
969
111 Capital
France
$347K +$364K +3,761 New
AGWCA
970
Annis Gardner Whiting Capital Advisors
Florida
$347K -$131K -1,350 -26%
THCM
971
Taylor Hoffman Capital Management
Virginia
$345K – – –
AAM
972
Aureus Asset Management
Massachusetts
$343K – – –
LC
973
Lindbrook Capital
California
$343K +$46K +475 +15%
CAM
974
Centre Asset Management
New York
$343K +$25.8K +267 +8%
AF
975
Advisornet Financial
Minnesota
$341K +$12.9K +133 +4%
37 38
39
40 41