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AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1001
Cohen Investment Advisors
New Hampshire
$655K +$1.98K +15 +0.3%
SYBT
1002
Stock Yards Bank & Trust
Kentucky
$650K -$82.3K -625 -12%
NWM
1003
Northcape Wealth Management
New York
$648K -$65.9K -500 -10%
CTI
1004
Community Trust & Investment
Kentucky
$647K +$10.1K +77 +2%
FFN
1005
Focus Financial Network
Minnesota
$646K +$39.3K +298 +7%
RW
1006
Rockport Wealth
Ohio
$643K – – –
SW
1007
SVB Wealth
Massachusetts
$639K -$32.5K -247 -5%
SWA
1008
Shah Wealth Advisors
California
$639K +$615K +4,669 New
FOFP
1009
Fee-Only Financial Planning
South Carolina
$639K -$13.2K -100 -2%
CG
1010
Cynosure Group
Utah
$638K +$615K +4,666 New
PWAM
1011
Pinnacle West Asset Management
Wyoming
$638K – – –
CIS
1012
Custom Index Systems
New York
$632K +$9.09K +69 +2%
NCM
1013
Northside Capital Management
Oregon
$629K – – –
IHL
1014
Investment House LLC
California
$625K – – –
AWM
1015
Aberdeen Wealth Management
Illinois
$624K -$65.2K -495 -10%
TCWA
1016
Turtle Creek Wealth Advisors
Texas
$623K +$150K +1,139 +33%
PWPS
1017
Pinnacle Wealth Planning Services
Ohio
$621K +$7.9K +60 +1%
MGIA
1018
Moneta Group Investment Advisors
Missouri
$621K +$24.5K +186 +4%
AC
1019
AlphaCore Capital
California
$621K +$177K +1,346 +42%
JRPIM
1020
Journey Retirement Planning & Investment Management
Idaho
$620K +$71.9K +546 +14%
AGWCA
1021
Annis Gardner Whiting Capital Advisors
Florida
$618K -$1.32K -10 -0.2%
MA
1022
MKT Advisors
California
$615K -$89.4K -679 -13%
KCM
1023
Kathmere Capital Management
Pennsylvania
$614K -$33.6K -255 -5%
HCS
1024
Himension Capital (Singapore)
Singapore
$614K -$309K -2,347 -34%
GIA
1025
Gladstone Institutional Advisory
Florida
$613K -$31.1K -236 -5%
39 40
41
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