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AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
1026
Institute for Wealth Management
Colorado
$610K -$13.2K -100 -2%
RPC
1027
Rossmore Private Capital
Connecticut
$609K -$39.5K -300 -6%
GC
1028
Gilbert & Cook
Iowa
$607K +$10.1K +77 +2%
SFS
1029
Sowell Financial Services
Arkansas
$607K -$4.22K -32 -0.7%
SWM
1030
Spire Wealth Management
Virginia
$605K -$965K -7,324 -62%
ESB
1031
Essex Savings Bank
Connecticut
$604K -$263 -2 -0%
VA
1032
Valmark Advisers
Ohio
$604K +$214K +1,625 +58%
SAG
1033
SageView Advisory Group
California
$600K -$59.8K -454 -9%
MFA
1034
Mayflower Financial Advisors
Massachusetts
$598K +$288K +2,190 +100%
HAG
1035
HF Advisory Group
Maryland
$598K -$10.1K -77 -2%
SWM
1036
Sterling Wealth Management
Illinois
$597K – – –
CFD
1037
Creative Financial Designs
Indiana
$597K +$27.7K +210 +5%
IAAG
1038
Innovative Asset Advisors Group
Connecticut
$594K -$75M -569,027 -99%
FB
1039
Finward Bancorp
Indiana
$591K -$6.59K -50 -1%
FBB
1040
Fulton Breakefield Broenniman
Maryland
$591K -$59.3K -450 -9%
MMG
1041
Monetary Management Group
Missouri
$591K – – –
NB
1042
Northwest Bancshares
Pennsylvania
$590K -$66.1K -502 -10%
BWP
1043
Baldwin Wealth Partners
Massachusetts
$589K – – –
VCM
1044
Virtue Capital Management
Tennessee
$589K -$24.8K -188 -4%
DWT
1045
Dorsey & Whitney Trust
South Dakota
$588K -$17.8K -135 -3%
DIP
1046
Davis Investment Partners
North Carolina
$585K -$10.8K -82 -2%
HWMO
1047
Heritage Wealth Management (Ohio)
Ohio
$583K – – –
VWM
1048
Vigilare Wealth Management
Arizona
$579K – – –
IIC
1049
Ironwood Investment Counsel
Arizona
$576K +$9.09K +69 +2%
CIAS
1050
Capital Investment Advisory Services
North Carolina
$573K +$3.03K +23 +0.6%
40 41
42
43 44