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AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
1051
Vigilare Wealth Management
Arizona
$579K – – –
IIC
1052
Ironwood Investment Counsel
Arizona
$576K +$9.09K +69 +2%
CIAS
1053
Capital Investment Advisory Services
North Carolina
$573K +$3.03K +23 +0.6%
WP
1054
Waycross Partners
Kentucky
$572K – – –
TCBWMS
1055
Texas Capital Bank Wealth Management Services
Texas
$568K +$7.9K +60 +1%
AI
1056
Arvest Investments
Arkansas
$568K -$13.6K -103 -2%
KCP
1057
Kera Capital Partners
California
$567K +$34.1K +259 +7%
CWG
1058
Cornerstone Wealth Group
North Carolina
$566K +$214K +1,625 +65%
PFBT
1059
Parkside Financial Bank & Trust
Missouri
$566K +$7.38K +56 +1%
NA
1060
Navellier & Associates
Nevada
$563K +$279K +2,117 +106%
CL
1061
CSS LLC
Illinois
$562K +$89.6K +680 +20%
UB
1062
Umpqua Bank
Oregon
$561K +$6.46K +49 +1%
LWP
1063
LMG Wealth Partners
Louisiana
$560K – – –
BIM
1064
Bridges Investment Management
Nebraska
$558K -$31.4K -238 -6%
CS
1065
Cannell & Spears
New York
$558K – – –
WETS
1066
Wealth Enhancement Trust Services
South Dakota
$556K -$74.4K -565 -12%
HFW
1067
Horizon Family Wealth
Illinois
$556K +$39.7K +301 +8%
KF
1068
Krilogy Financial
Missouri
$555K +$43.1K +327 +9%
DI
1069
DAGCO Inc
Ohio
$554K +$527 +4 +0.1%
MWM
1070
Mattern Wealth Management
Kansas
$553K – – –
TAFW
1071
Tred Avon Family Wealth
Maryland
$552K – – –
APP
1072
Avantax Planning Partners
Iowa
$552K – – –
PIM
1073
Penobscot Investment Management
Massachusetts
$551K -$1.32K -10 -0.2%
SLG
1074
Stanley-Laman Group
Pennsylvania
$551K -$26.3K -200 -5%
VAM
1075
Verity Asset Management
North Carolina
$548K +$37K +281 +8%
41 42
43
44 45