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AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
LIM
1201
Lathrop Investment Management
Arkansas
$432K – – –
CIA
1202
Choate Investment Advisors
Massachusetts
$430K -$11.7K -89 -3%
PB
1203
Pinnacle Bancorp
Nebraska
$429K +$105K +800 +34%
MIM
1204
Morningstar Investment Management
Illinois
$428K – – –
PIN
1205
Prudent Investors Network
California
$427K +$411K +3,122 New
BAM
1206
Bosun Asset Management
Illinois
$427K – – –
DAM
1207
Delta Asset Management
Tennessee
$427K – – –
FAOAI
1208
Fund Advisors of America Inc
Florida
$426K +$3.03K +23 +0.7%
DWM
1209
Drive Wealth Management
Utah
$426K +$19.9K +151 +5%
MA
1210
MJP Associates
Connecticut
$426K -$8.43K -64 -2%
LA
1211
Latitude Advisors
Florida
$424K +$58.8K +446 +17%
WAU
1212
Wellington-Altus USA
Manitoba, Canada
$421K +$166K +1,261 +65%
CTA
1213
Colonial Trust Advisors
South Carolina
$421K +$22.9K +174 +6%
ECA
1214
Elevated Capital Advisors
Utah
$420K -$445K -3,376 -52%
HIC
1215
Holderness Investments Company
North Carolina
$420K -$10.1K -77 -2%
BG
1216
Bahl & Gaynor
Ohio
$418K – – –
CSA
1217
Cornerstone Select Advisors
Missouri
$417K -$5.53K -42 -1%
HWM
1218
Hohimer Wealth Management
Washington
$417K +$1.19K +9 +0.3%
OL
1219
one8zero8 LLC
North Carolina
$416K – – –
LWP
1220
LeClair Wealth Partners
Ohio
$416K +$400K +3,039 New
CTA
1221
Chesley Taft & Associates
Illinois
$416K +$3.03K +23 +0.8%
GAB
1222
German American Bancorp
Indiana
$415K -$11.2K -85 -3%
ARG
1223
Advisory Resource Group
Oklahoma
$412K -$7.11K -54 -2%
PCP
1224
Proficio Capital Partners
Massachusetts
$412K +$397K +3,012 New
EFMH
1225
E Fund Management (HK)
Hong Kong
$411K +$142K +1,076 +56%
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