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AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
976
Confluence Wealth Services
Pennsylvania
$277K -$822 -9 -0.3%
LBC
977
Lowe Brockenbrough & Co
Virginia
$277K – – –
CT
978
Coastline Trust
Rhode Island
$276K – – –
HWM
979
Hohimer Wealth Management
Washington
$275K +$252K +2,756 New
MMM
980
Mendel Money Management
Illinois
$275K +$252K +2,758 New
JF
981
Jump Financial
Illinois
$274K -$198K -2,169 -44%
BMC
982
Beaton Management Company
Massachusetts
$274K – – –
MF
983
Meridian Financial
Massachusetts
$273K -$48.5K -531 -13%
CWM
984
Chronos Wealth Management
Florida
$269K – – –
MWM
985
Midwest Wealth Management
Indiana
$269K – – –
DWT
986
Dorsey & Whitney Trust
South Dakota
$269K +$8.77K +96 +4%
GAB
987
German American Bancorp
Indiana
$269K +$13.8K +151 +6%
AF
988
Advisornet Financial
Minnesota
$268K +$10.3K +113 +4%
FIA
989
Foundations Investment Advisors
Arizona
$268K +$240K +2,623 New
CT
990
Cambridge Trust
Massachusetts
$267K -$16.2K -177 -6%
HFS
991
Hantz Financial Services
Michigan
$267K +$13.3K +146 +6%
RA
992
RFG Advisory
Alabama
$267K +$35K +383 +17%
TA
993
Tiedemann Advisors
New York
$267K +$244K +2,669 New
IWM
994
IHT Wealth Management
Illinois
$266K -$28.6K -313 -11%
RPWA
995
Regent Peak Wealth Advisors
Georgia
$265K +$2.19K +24 +0.9%
DMBA
996
Deseret Mutual Benefit Administrators
Utah
$264K -$35.6K -390 -13%
SOAG
997
Silver Oak Advisory Group
Oregon
$264K – – –
TI
998
TTP Investments
California
$264K +$242K +2,651 New
BONST
999
Bank of Nova Scotia Trust
Ontario, Canada
$263K -$457 -5 -0.2%
SWM
1000
Shakespeare Wealth Management
Wisconsin
$263K – – –
38 39
40
41 42