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AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
1001
CNB Bank
Pennsylvania
$53K – – –
NWM
1002
Northwest Wealth Management
Iowa
$52K – – –
WOC
1003
West Oak Capital
California
$52K – – –
FFC
1004
First Financial Corp
Indiana
$51K – – –
NCM
1005
Northstar Capital Management
New York
$50K – – –
ONST
1006
Old North State Trust
North Carolina
$50K – – –
BWA
1007
Burt Wealth Advisors
Maryland
$49K – – –
MPWT
1008
MassMutual Private Wealth & Trust
Connecticut
$48.4K -$27.8K -350 -38%
FNBOSM
1009
First National Bank of South Miami
Florida
$47K – – –
WEC
1010
Winslow Evans & Crocker
Massachusetts
$46K +$5.57K +70 +15%
CAW
1011
Cornerstone Advisors (Washington)
Washington
$46K +$13.9K +175 +47%
LWS
1012
Lucia Wealth Services
California
$46K +$33.2K +417 +307%
GAM
1013
Gemmer Asset Management
California
$44K – – –
IDBONY
1014
Israel Discount Bank of New York
New York
$44K – – –
AS
1015
Altshuler Shaham
Israel
$44K +$13.8K +173 +49%
MIP
1016
Mondrian Investment Partners
United Kingdom
$43K – – –
LWA
1017
Lowe Wealth Advisors
Maryland
$42K – – –
WPA
1018
West Paces Advisors
Georgia
$41K – – –
BMM
1019
Buffington Mohr McNeal
Idaho
$41K +$38.6K +485 New
AIM
1020
Assured Investment Management
New York
$40K -$295K -3,708 -89%
MAM
1021
Meeder Asset Management
Ohio
$40K – – –
NC
1022
NewSquare Capital
Pennsylvania
$40K – – –
AF
1023
Arrow Financial
New York
$39K -$2.94K -37 -7%
OWD
1024
Osborn Williams & Donohoe
Ohio
$38K +$36.1K +454 New
BWM
1025
Baystate Wealth Management
Massachusetts
$37K +$239 +3 +0.7%
39 40
41
42 43