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AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
1001
Bridges Investment Management
Nebraska
$510K -$31.9K -270 -6%
KP
1002
Keel Point
Alabama
$509K -$38.1K -323 -7%
FB
1003
Finward Bancorp
Indiana
$509K -$22.4K -190 -4%
SSCM
1004
Spectrum Strategic Capital Management
Oregon
$508K +$521K +4,408 New
BW
1005
BIP Wealth
Georgia
$507K +$520K +4,401 New
SIG
1006
Sky Investment Group
Connecticut
$506K -$9.45K -80 -2%
HAG
1007
HF Advisory Group
Maryland
$505K -$3.78K -32 -0.7%
PWPS
1008
Pinnacle Wealth Planning Services
Ohio
$504K +$22.8K +193 +5%
VWM
1009
Vigilare Wealth Management
Arizona
$504K -$116K -981 -18%
SWM
1010
Sterling Wealth Management
Illinois
$503K – – –
JCM
1011
Jacobi Capital Management
Pennsylvania
$503K +$28.6K +242 +6%
AI
1012
Arvest Investments
Arkansas
$503K -$42.9K -363 -8%
UB
1013
Umpqua Bank
Oregon
$502K -$24.9K -211 -5%
EAN
1014
Excelsior Advisor Network
Colorado
$502K +$514K +4,355 New
MMG
1015
Monetary Management Group
Missouri
$498K – – –
SFS
1016
Sowell Financial Services
Arkansas
$496K +$29.2K +247 +6%
AIA
1017
Affinity Investment Advisors
California
$496K +$227K +1,921 +81%
APG
1018
Abacus Planning Group
South Carolina
$496K +$4.72K +40 +0.9%
VA
1019
VestGen Advisors
Illinois
$495K -$113K -959 -18%
DJSG
1020
D.J. St. Germain
Massachusetts
$495K -$55.4K -469 -10%
CHC
1021
City Holding Co
West Virginia
$494K -$132K -1,117 -21%
GC
1022
Gilbert & Cook
Iowa
$492K +$1.06K +9 +0.2%
AIM
1023
Anchor Investment Management
South Carolina
$488K – – –
SLG
1024
Stanley-Laman Group
Pennsylvania
$487K +$2.72K +23 +0.5%
KF
1025
Krilogy Financial
Missouri
$486K -$48.5K -411 -9%
39 40
41
42 43