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AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
976
Institute for Wealth Management
Colorado
$485K -$11.1K -101 -2%
ESB
977
Essex Savings Bank
Connecticut
$483K – – –
IFG
978
Independent Financial Group
California
$481K +$1.97K +18 +0.4%
APG
979
Abacus Planning Group
South Carolina
$479K +$60.3K +551 +15%
GC
980
Gilbert & Cook
Iowa
$479K +$24.2K +221 +5%
AIM
981
Anchor Investment Management
South Carolina
$476K – – –
WHG
982
Westwood Holdings Group
Texas
$475K +$116K +1,058 +33%
SLG
983
Stanley-Laman Group
Pennsylvania
$473K -$217K -1,984 -32%
PWPS
984
Pinnacle Wealth Planning Services
Ohio
$470K +$11.4K +104 +3%
WP
985
Waycross Partners
Kentucky
$470K – – –
JCM
986
J2 Capital Management
Michigan
$464K -$10.2K -93 -2%
JCM
987
Jacobi Capital Management
Pennsylvania
$463K +$10.9K +100 +2%
CWM
988
Crowley Wealth Management
Delaware
$461K – – –
LWP
989
LMG Wealth Partners
Louisiana
$461K – – –
NW
990
NewEdge Wealth
Pennsylvania
$459K +$87.9K +803 +27%
TAFW
991
Tred Avon Family Wealth
Maryland
$457K +$445K +4,063 New
LIM
992
Leavell Investment Management
Alabama
$457K +$1.86K +17 +0.4%
DWT
993
Dorsey & Whitney Trust
South Dakota
$457K -$15.1K -138 -3%
SFS
994
Sowell Financial Services
Arkansas
$456K -$309K -2,823 -41%
MWM
995
Mattern Wealth Management
Kansas
$455K – – –
PIM
996
Penobscot Investment Management
Massachusetts
$455K – – –
DI
997
DAGCO Inc
Ohio
$454K +$438 +4 +0.1%
CIA
998
Choate Investment Advisors
Massachusetts
$454K +$10.4K +95 +2%
JIC
999
Joel Isaacson & Co
New York
$451K – – –
BFM
1000
Boothbay Fund Management
New York
$450K +$437K +3,997 New
38 39
40
41 42