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AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
951
J2 Capital Management
Michigan
$438K +$4.79K +46 +1%
DWT
952
Dorsey & Whitney Trust
South Dakota
$436K -$3.02K -29 -0.7%
GCM
953
Gables Capital Management
Florida
$435K -$52K -500 -11%
WP
954
Waycross Partners
Kentucky
$434K +$435K +4,180 New
KWA
955
Kingswood Wealth Advisors
California
$428K +$82.5K +793 +24%
VCM
956
Voleon Capital Management
California
$427K +$173K +1,661 +68%
ALAM
957
Asahi Life Asset Management
Japan
$426K +$29.1K +280 +7%
SAM
958
Smartleaf Asset Management
Massachusetts
$426K -$88K -846 -17%
CWM
959
Crowley Wealth Management
Delaware
$425K -$31.2K -300 -7%
LWP
960
LMG Wealth Partners
Louisiana
$425K – – –
UB
961
Umpqua Bank
Oregon
$425K +$79.2K +761 +23%
PWPS
962
Pinnacle Wealth Planning Services
Ohio
$423K +$174K +1,673 +70%
AGWCA
963
Annis Gardner Whiting Capital Advisors
Florida
$423K +$30.3K +291 +8%
ACM
964
AlphaStar Capital Management
North Carolina
$423K +$424K +4,074 New
EW
965
Elyxium Wealth
California
$422K +$189K +1,818 +81%
LIM
966
Leavell Investment Management
Alabama
$420K +$25.1K +241 +6%
MWM
967
Mattern Wealth Management
Kansas
$419K – – –
PIM
968
Penobscot Investment Management
Massachusetts
$419K – – –
GC
969
Gilbert & Cook
Iowa
$419K +$9.47K +91 +2%
DI
970
DAGCO Inc
Ohio
$419K +$520 +5 +0.1%
MSA
971
Marathon Strategic Advisors
Pennsylvania
$417K – – –
JCM
972
Jacobi Capital Management
Pennsylvania
$417K -$45.5K -437 -10%
JIC
973
Joel Isaacson & Co
New York
$416K – – –
CA
974
Continuum Advisory
Idaho
$414K +$2.29K +22 +0.6%
APIM
975
Agate Pass Investment Management
Washington
$413K -$393K -3,775 -49%
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