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AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
976
Acima Private Wealth
Virginia
$97K – – –
GWMIA
977
Global Wealth Management Investment Advisory
Florida
$95K -$6.29K -77 -6%
CT
978
Clearstead Trust
Maine
$94K -$145K -1,775 -60%
CWM
979
Campbell Wealth Management
Virginia
$93K +$95.3K +1,168 New
MA
980
MCF Advisors
Kentucky
$92K -$115K -1,409 -55%
SFPG
981
Stonebridge Financial Planning Group
Florida
$91K – – –
WOC
982
West Oak Capital
California
$91K – – –
WFMPM
983
Woodley Farra Manion Portfolio Management
Indiana
$88K -$10.7K -131 -11%
AWA
984
Arkadios Wealth Advisors
Georgia
$84.4K +$8.16K +100 +11%
FRA
985
Front Row Advisors
California
$84K – – –
MFT
986
Moisand Fitzgerald Tamayo
Florida
$81K – – –
PCM
987
Penserra Capital Management
California
$80K -$5.39K -66 -6%
SBL
988
Sargent Bickham Lagudis
Colorado
$80K – – –
TSW
989
Thompson Siegel & Walmsley
Virginia
$80K – – –
RMC
990
Resources Management Corp
Connecticut
$78K – – –
SCA
991
Stonebridge Capital Advisors
Minnesota
$76K – – –
LWM
992
Liberty Wealth Management
California
$74K +$11.3K +139 +18%
DI
993
Disciplined Investments
Oklahoma
$73K +$326 +4 +0.4%
LWCFA
994
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$72K – – –
OC
995
Oakworth Capital
Alabama
$72K – – –
KPCM
996
Kings Point Capital Management
New York
$71K – – –
RDWM
997
Red Door Wealth Management
Tennessee
$71K – – –
VCM
998
Vigilant Capital Management
Maine
$71K – – –
PFBT
999
Parkside Financial Bank & Trust
Missouri
$70K -$2.37K -29 -3%
BHWM
1000
Bay Harbor Wealth Management
Maryland
$69K +$70.9K +869 New
38 39
40
41 42