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AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1051
Mattern Wealth Management
Kansas
$530K – – –
PIM
1052
Penobscot Investment Management
Massachusetts
$530K – – –
DJSG
1053
D.J. St. Germain
Massachusetts
$529K -$31.5K -252 -6%
TAFW
1054
Tred Avon Family Wealth
Maryland
$529K – – –
APP
1055
Avantax Planning Partners
Iowa
$528K +$16.8K +134 +3%
AAP
1056
Aristotle Atlantic Partners
Florida
$524K +$500K +4,000 New
JRPIM
1057
Journey Retirement Planning & Investment Management
Idaho
$523K -$1.16M -9,243 -70%
PFT
1058
Providence First Trust
Arizona
$522K -$77.2K -617 -13%
BWM
1059
BCS Wealth Management
Tennessee
$521K -$497K -3,969 -50%
CT
1060
Caldwell Trust
Florida
$519K +$250 +2 +0.1%
CHC
1061
City Holding Co
West Virginia
$519K -$40.5K -324 -8%
RA
1062
RFG Advisory
Alabama
$519K +$71.8K +574 +17%
AOWM
1063
Asset One Wealth Management
Washington
$517K +$491K +3,921 New
JIC
1064
Joel Isaacson & Co
New York
$514K -$10K -80 -2%
EM
1065
Excalibur Management
Massachusetts
$512K -$7.01K -56 -1%
NIM
1066
Northeast Investment Management
Massachusetts
$511K – – –
SIG
1067
Sky Investment Group
Connecticut
$510K -$62.6K -500 -11%
KCP
1068
Kera Capital Partners
California
$509K +$500 +4 +0.1%
IP
1069
Interval Partners
New York
$507K +$484K +3,870 New
BFA
1070
Brown Financial Advisors
Ohio
$507K -$7.13K -57 -1%
BFC
1071
Bedel Financial Consulting
Indiana
$507K – – –
MW
1072
MBL Wealth
North Carolina
$506K +$12.1K +97 +3%
UWM
1073
Urban Wealth Management
California
$506K +$107K +854 +28%
CA
1074
Continuum Advisory
Idaho
$504K -$17.5K -140 -4%
KF
1075
Krilogy Financial
Missouri
$502K -$49K -392 -10%
41 42
43
44 45