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AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SSCM
1001
Spectrum Strategic Capital Management
Oregon
$592K +$13.6K +109 +2%
JCM
1002
Jacobi Capital Management
Pennsylvania
$591K +$18.9K +151 +3%
GWMR
1003
GC Wealth Management RIA
Massachusetts
$591K -$113K -907 -17%
S
1004
Steadtrust
Texas
$590K -$18.8K -150 -3%
VCM
1005
Virtue Capital Management
Tennessee
$589K +$52.7K +421 +10%
PWPS
1006
Pinnacle Wealth Planning Services
Ohio
$587K +$13.3K +106 +2%
SFS
1007
Sowell Financial Services
Arkansas
$586K +$21.1K +169 +4%
CPIA
1008
Cornell Pochily Investment Advisors
New York
$586K -$44K -352 -7%
EPW
1009
Endeavor Private Wealth
Kansas
$585K -$100K -800 -15%
HAG
1010
HF Advisory Group
Maryland
$583K +$9.01K +72 +2%
DWT
1011
Dorsey & Whitney Trust
South Dakota
$581K -$1.63K -13 -0.3%
FFN
1012
Focus Financial Network
Minnesota
$580K -$72.1K -576 -12%
IF
1013
Intrua Financial
Texas
$579K -$84.7K -677 -13%
ESB
1014
Essex Savings Bank
Connecticut
$579K -$7.26K -58 -1%
WF
1015
Welch & Forbes
Massachusetts
$577K -$12.5K -100 -2%
BTI
1016
Blue Trust Inc
Georgia
$574K -$53.3K -426 -9%
IAAG
1017
Innovative Asset Advisors Group
Connecticut
$573K +$71.7M +573,369 New
FB
1018
Finward Bancorp
Indiana
$573K -$5K -40 -0.9%
GC
1019
Gilbert & Cook
Iowa
$572K +$12.1K +97 +2%
DIP
1020
Davis Investment Partners
North Carolina
$572K -$25.3K -202 -4%
SWM
1021
Sterling Wealth Management
Illinois
$572K – – –
MGIA
1022
Moneta Group Investment Advisors
Missouri
$570K +$47.5K +380 +10%
PCS
1023
Personal CFO Solutions
New Jersey
$567K +$97K +775 +22%
BIM
1024
Bridges Investment Management
Nebraska
$566K -$12.5K -100 -2%
MMG
1025
Monetary Management Group
Missouri
$566K – – –
39 40
41
42 43