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AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
HNWAG
1051
High Net Worth Advisory Group
Florida
$231K – – –
KOC
1052
Koss-Olinger Consulting
Florida
$231K – – –
PGF
1053
Plan Group Financial
Oklahoma
$231K +$239K +2,409 New
CBT
1054
Central Bank & Trust
Kentucky
$230K – – –
CCM
1055
Condor Capital Management
New Jersey
$230K – – –
HFM
1056
Hartford Funds Management
Pennsylvania
$230K +$237K +2,391 New
MC
1057
Machina Capital
France
$230K +$238K +2,400 New
BCM
1058
BTR Capital Management
California
$229K -$4.76K -48 -2%
RP
1059
Riverwater Partners
Wisconsin
$229K -$2.87K -29 -1%
HCM
1060
Howland Capital Management
Massachusetts
$229K – – –
BC
1061
Bridgefront Capital
Texas
$229K +$236K +2,386 New
GCM
1062
Graham Capital Management
Connecticut
$227K -$339K -3,423 -59%
IAIM
1063
International Assets Investment Management
Florida
$227K -$14.6K -147 -6%
ERIM
1064
Eagle Ridge Investment Management
Connecticut
$227K – – –
OFW
1065
Omnia Family Wealth
Florida
$227K – – –
SLG
1066
Stanley-Laman Group
Pennsylvania
$227K +$235K +2,368 New
SEP
1067
Southland Equity Partners
Missouri
$226K +$10.6K +107 +5%
PCA
1068
Private Capital Advisors
Connecticut
$226K -$832K -8,400 -78%
AG
1069
Algert Global
California
$226K -$309K -3,115 -57%
BHBT
1070
Burke & Herbert Bank & Trust
Virginia
$226K -$11.8K -119 -5%
EFL
1071
ERn Financial LLC
Wisconsin
$226K +$14.9K +150 +7%
LFGH
1072
Lee Financial Group Hawaii
Hawaii
$225K – – –
TIA
1073
Trust Investment Advisors
Indiana
$225K +$232K +2,345 New
HI
1074
Human Investing
Oregon
$224K +$3.96K +40 +2%
H6H
1075
Hightower 6M Holding
Kansas
$223K -$297 -3 -0.1%
41 42
43
44 45