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AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
TCWA
1126
Turtle Creek Wealth Advisors
Texas
$447K +$44.7K +357 +12%
PMFA
1127
Plante Moran Financial Advisors
Michigan
$447K +$18.3K +146 +4%
VIPI
1128
Vista Investment Partners II
Indiana
$446K -$8.26K -66 -2%
WHC
1129
Wulff, Hansen & Co
California
$444K – – –
JGUA
1130
John G. Ullman & Associates
New York
$444K – – –
KWMG
1131
King Wealth Management Group
Florida
$444K – – –
FAN
1132
Financial Advisors Network
California
$443K +$3.88K +31 +0.9%
FNFDCM
1133
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$443K – – –
3IP
1134
3Chopt Investment Partners
Virginia
$440K -$29K -232 -6%
MP
1135
McDonald Partners
Ohio
$439K -$25K -200 -6%
SWP
1136
Strategic Wealth Partners
Ohio
$439K +$13.8K +110 +3%
AIM
1137
Alhambra Investment Management
Florida
$438K -$13.6K -109 -3%
DJYG
1138
David J. Yvars Group
Florida
$437K – – –
KIA
1139
Knollwood Investment Advisory
Maryland
$435K – – –
GMA
1140
Glassy Mountain Advisors
Maryland
$434K – – –
PWA
1141
Prairie Wealth Advisors
Nebraska
$434K – – –
PUI
1142
Purpose Unlimited Inc
$433K +$413K +3,302 New
NAG
1143
Northstar Advisory Group
New Jersey
$432K +$123K +985 +43%
SFS
1144
Stiles Financial Services
Minnesota
$432K +$2.63K +21 +0.6%
TWA
1145
Tulsa Wealth Advisors
Oklahoma
$431K -$99.2K -793 -19%
BBA
1146
BLB&B Advisors
Pennsylvania
$430K +$20.6K +165 +5%
CW
1147
Code Waechter
Florida
$430K -$156K -1,245 -28%
WAL
1148
W Advisors LLC
Tennessee
$429K -$626 -5 -0.2%
MIM
1149
Morningstar Investment Management
Illinois
$428K -$43.7K -349 -10%
IPW
1150
Impact Partnership Wealth
Georgia
$427K +$408K +3,257 New
44 45
46
47 48