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AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
GWMIA
1026
Global Wealth Management Investment Advisory
Florida
$36K -$242K -3,041 -87%
VNA
1027
Valley National Advisers
Pennsylvania
$36K -$5.33K -67 -14%
KTC
1028
Kistler-Tiffany Companies
Pennsylvania
$36K – – –
POIA
1029
Pin Oak Investment Advisors
Texas
$36K – – –
SL
1030
Salomon & Ludwin
Virginia
$35K – – –
AP
1031
Arlington Partners
Alabama
$34K – – –
CBT
1032
Central Bank & Trust
Kentucky
$34K – – –
EWM
1033
Endurance Wealth Management
Rhode Island
$34K – – –
LFA
1034
Legacy Financial Advisors
Kentucky
$34K +$3.9K +49 +14%
FIB
1035
First Interstate Bank
Montana
$33K -$79.8K -1,003 -72%
ADL
1036
Asset Dedication LLC
California
$33K – – –
FC
1037
Ferris Capital
Massachusetts
$32K -$3.82K -48 -11%
RBC
1038
Roble Belko & Company
Pennsylvania
$32K – – –
GWS
1039
Glassman Wealth Services
Virginia
$32K +$17.9K +225 +138%
WCG
1040
Weaver Consulting Group
California
$32K +$28.9K +364 New
PGWM
1041
Parisi Gray Wealth Management
New Jersey
$31K -$15.9K -200 -35%
YWP
1042
YorkBridge Wealth Partners
New York
$31K – – –
AIL
1043
AGF Investments LLC
Ontario, Canada
$29K -$1.7M -21,322 -98%
DBT
1044
Dubuque Bank & Trust
Iowa
$29K – – –
CFD
1045
Creative Financial Designs
Indiana
$29K +$7.95K +100 +40%
TC
1046
Truvestments Capital
Florida
$28K +$26.1K +328 New
SWA
1047
Sutton Wealth Advisors
Florida
$26.9K +$2.86K +36 +13%
WPW
1048
Winthrop Partners - WNY
New York
$26.3K -$25.2K -317 -50%
TFO
1049
Tarbox Family Office
California
$26K – – –
TFGT
1050
TS Financial Group (TSFG)
Illinois
$26K +$24.6K +309 New
40 41
42
43 44