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AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FCFS
1026
First Command Financial Services
Texas
$90K -$65.1K -750 -41%
SFPG
1027
Stonebridge Financial Planning Group
Florida
$90K -$1.3K -15 -1%
CCA
1028
Column Capital Advisors
Indiana
$90K – – –
FRA
1029
Front Row Advisors
California
$88K – – –
MFT
1030
Moisand Fitzgerald Tamayo
Florida
$84K – – –
JWA
1031
JFS Wealth Advisors
Pennsylvania
$84K +$781 +9 +0.9%
TSW
1032
Thompson Siegel & Walmsley
Virginia
$83K – – –
GWS
1033
Glassman Wealth Services
Virginia
$83K +$5.81K +67 +7%
LAM
1034
Lountzis Asset Management
Pennsylvania
$83K +$86.8K +1,000 New
RMC
1035
Resources Management Corp
Connecticut
$81K – – –
KPCM
1036
Kings Point Capital Management
New York
$80K +$7.29K +84 +10%
VNA
1037
Valley National Advisers
Pennsylvania
$79K – – –
DI
1038
Disciplined Investments
Oklahoma
$77K +$347 +4 +0.4%
PFBT
1039
Parkside Financial Bank & Trust
Missouri
$74K -$24.5K -282 -24%
FPFS
1040
First Personal Financial Services
North Carolina
$73K – – –
BEI
1041
Benjamin Edwards Inc
Missouri
$73K +$61.3K +706 +403%
PS
1042
Planned Solutions
California
$72K – – –
ASBI
1043
American State Bank (Iowa)
Iowa
$71.2K +$74.2K +855 New
FFW
1044
Fusion Family Wealth
New York
$71K +$43.4K +500 +140%
AL
1045
AJO LP
Pennsylvania
$70K -$259K -2,979 -78%
MPWT
1046
MassMutual Private Wealth & Trust
Connecticut
$70K +$28.4K +327 +63%
BCA
1047
Berman Capital Advisors
Georgia
$69K +$8.68K +100 +14%
IF
1048
Ironwood Financial
Arizona
$67K +$70.1K +808 New
CFD
1049
Creative Financial Designs
Indiana
$65K +$34.7K +400 +106%
AWM
1050
Avior Wealth Management
Nebraska
$64K +$25K +288 +60%
40 41
42
43 44