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AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1176
Heritage Wealth Advisors
Virginia
$145K +$35K +400 +32%
OP
1177
ORG Partners
Indiana
$141K +$125K +1,432 +774%
AWM
1178
Avior Wealth Management
Nebraska
$138K -$42.7K -488 -24%
MRCM
1179
M&R Capital Management
New Jersey
$131K – – –
KFI
1180
Key Financial Inc
Pennsylvania
$129K – – –
SAM
1181
S.A. Mason
Michigan
$129K – – –
CWP
1182
Concord Wealth Partners
Virginia
$124K -$176K -2,008 -59%
NRG
1183
Nemes Rush Group
Michigan
$123K – – –
TFF
1184
The Family Firm
Maryland
$122K +$122K +1,394 New
TFGT
1185
TS Financial Group (TSFG)
Illinois
$120K +$262 +3 +0.2%
TSMHT
1186
Thurston Springer Miller Herd & Titak
Indiana
$119K -$226K -2,583 -66%
BCM
1187
Blume Capital Management
California
$118K – – –
CSWM
1188
Cassady Schiller Wealth Management
Ohio
$118K -$52.5K -600 -31%
JWA
1189
JFS Wealth Advisors
Pennsylvania
$118K +$1.05K +12 +0.9%
WIM
1190
Westside Investment Management
California
$117K – – –
AAP
1191
Arax Advisory Partners
Colorado
$115K +$3.85K +44 +3%
IWA
1192
Icon Wealth Advisors
Texas
$114K -$89K -1,017 -47%
DIP
1193
DT Investment Partners
Pennsylvania
$113K +$60.5K +692 +117%
AWM
1194
AllSquare Wealth Management
New York
$111K – – –
ATPW
1195
Ashton Thomas Private Wealth
Arizona
$110K +$109K +1,249 New
BLC
1196
Brown, Lisle/Cummings
Rhode Island
$109K – – –
PGAM
1197
Princeton Global Asset Management
New Jersey
$109K +$87 +1 +0.1%
YDMI
1198
Y.D. More Investments
Israel
$108K +$107K +1,226 New
GBT
1199
Grove Bank & Trust
Florida
$107K -$26.3K -301 -20%
APW
1200
Acima Private Wealth
Virginia
$107K – – –
46 47
48
49 50