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AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
976
Heritage Wealth Advisors
Virginia
$130K – – –
LAS
977
Lloyd Advisory Services
Georgia
$128K +$18.5K +229 +18%
GRP
978
Global Retirement Partners
California
$125K -$172K -2,129 -59%
KTC
979
Kistler-Tiffany Companies
Pennsylvania
$124K +$83.8K +1,040 +245%
PCTC
980
Perkins Coie Trust Company
Washington
$123K – – –
SAM
981
S.A. Mason
Michigan
$121K +$115K +1,430 New
BCM
982
Blume Capital Management
California
$120K – – –
ACM
983
Allred Capital Management
Texas
$118K +$112K +1,395 New
LS
984
Leelyn Smith
Illinois
$118K +$23.4K +290 +26%
SWM
985
Selective Wealth Management
Virginia
$118K +$109K +1,350 +3,462%
SCA
986
Stonebridge Capital Advisors
Minnesota
$112K +$106K +1,318 New
PI
987
PineBridge Investments
New York
$111K +$91.9K +1,140 +667%
OC
988
Oakworth Capital
Alabama
$109K +$95K +1,178 +1,101%
RE
989
RBC Europe
United Kingdom
$109K – – –
AWM
990
AllSquare Wealth Management
New York
$107K – – –
GAM
991
Grandview Asset Management
Pennsylvania
$107K +$102K +1,267 New
JIR
992
James Investment Research
Ohio
$106K -$618K -7,661 -86%
KFI
993
Key Financial Inc
Pennsylvania
$106K -$7.82K -97 -7%
APW
994
Acima Private Wealth
Virginia
$104K – – –
SBSB
995
Sullivan, Bruyette, Speros & Blaney
Virginia
$104K – – –
SSC
996
Syverson Strege & Co
Iowa
$104K +$806 +10 +0.8%
CCC
997
Crescent Capital Consulting
Louisiana
$103K +$48.4K +600 +95%
AWM
998
Atticus Wealth Management
Florida
$102K – – –
PCM
999
Pinz Capital Management
New York
$102K +$96.7K +1,200 New
MC
1000
Maverick Capital
Texas
$102K +$96.9K +1,202 New
38 39
40
41 42