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AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MGIA
976
Moneta Group Investment Advisors
Missouri
$413K +$74.9K +720 +22%
NP
977
Nilsine Partners
Colorado
$411K -$38K -365 -8%
CIA
978
Choate Investment Advisors
Massachusetts
$409K – – –
SWM
979
Sterling Wealth Management
Illinois
$406K +$407K +3,910 New
NIM
980
Northeast Investment Management
Massachusetts
$405K – – –
BRWA
981
B. Riley Wealth Advisors
Florida
$403K +$404K +3,886 New
BFC
982
Bedel Financial Consulting
Indiana
$401K – – –
WHC
983
Wulff, Hansen & Co
California
$398K – – –
EM
984
Excalibur Management
Massachusetts
$397K -$1.87K -18 -0.5%
SHFA
985
SC&H Financial Advisors
Maryland
$394K +$1.46K +14 +0.4%
HTIM
986
Harbour Trust & Investment Management
Indiana
$394K – – –
KMWM
987
Keudell/Morrison Wealth Management
Oregon
$393K -$2.81K -27 -0.7%
AAM
988
Aureus Asset Management
Massachusetts
$393K +$1.46K +14 +0.4%
RCA
989
Ranch Capital Advisors
Florida
$392K -$5.62K -54 -1%
HWMO
990
Heritage Wealth Management (Ohio)
Ohio
$390K -$36.4K -350 -9%
CI
991
Conning Inc
Connecticut
$390K -$10.9K -105 -3%
HH
992
Hilltop Holdings
Texas
$388K -$459K -4,416 -54%
AF
993
Advisornet Financial
Minnesota
$388K -$22.6K -217 -5%
CAM
994
Cidel Asset Management
Ontario, Canada
$388K -$12.4K -119 -3%
KSB
995
Kennebec Savings Bank
Maine
$385K -$15.5K -149 -4%
APG
996
Abacus Planning Group
South Carolina
$385K -$1.56K -15 -0.4%
SB
997
SIG Brokerage
New York
$384K +$385K +3,699 New
BOH
998
Bank of Hawaii
Hawaii
$381K -$76.1K -731 -17%
THCM
999
Taylor Hoffman Capital Management
Virginia
$380K +$3.95K +38 +1%
BHPW
1000
Beverly Hills Private Wealth
California
$379K -$31.9K -307 -8%
38 39
40
41 42