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AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CFM
1076
Compass Financial Management
Florida
$543K +$548K +4,159 New
JCM
1077
J2 Capital Management
Michigan
$543K -$17.4K -132 -3%
EM
1078
Excalibur Management
Massachusetts
$543K +$8.3K +63 +2%
CA
1079
Continuum Advisory
Idaho
$541K +$14K +106 +3%
BWM
1080
BCS Wealth Management
Tennessee
$539K -$5.01K -38 -1%
AG
1081
AlTi Global
New York
$538K +$18.7K +142 +4%
OCA
1082
OpenArc Corporate Advisory
Georgia
$536K +$48.3K +367 +10%
NIM
1083
Northeast Investment Management
Massachusetts
$534K – – –
SIG
1084
Sky Investment Group
Connecticut
$532K – – –
CT
1085
Caldwell Trust
Florida
$531K -$10.4K -79 -2%
FMWA
1086
Forvis Mazars Wealth Advisors
Missouri
$531K +$150K +1,139 +42%
RCA
1087
Ranch Capital Advisors
Florida
$531K +$13.2K +100 +3%
BFC
1088
Bedel Financial Consulting
Indiana
$529K – – –
RIG
1089
RiverFront Investment Group
Virginia
$529K +$204K +1,545 +67%
EPW
1090
Endeavor Private Wealth
Kansas
$528K -$79K -600 -13%
AI
1091
Atom Investors
Texas
$528K +$508K +3,858 New
IAIM
1092
International Assets Investment Management
Florida
$528K +$54K +410 +12%
CHC
1093
City Holding Co
West Virginia
$526K -$15.1K -115 -3%
MW
1094
MBL Wealth
North Carolina
$525K -$3.42K -26 -0.7%
GCP
1095
GSA Capital Partners
United Kingdom
$525K +$256K +1,941 +102%
BFM
1096
Boothbay Fund Management
New York
$525K +$109K +828 +28%
IF
1097
Intrua Financial
Texas
$525K -$77.1K -585 -13%
JIC
1098
Joel Isaacson & Co
New York
$524K -$12.5K -95 -2%
IP
1099
Indivisible Partners
Florida
$524K +$145K +1,101 +40%
APIM
1100
Agate Pass Investment Management
Washington
$523K – – –
42 43
44
45 46