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AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
1251
Kanawha Capital Management
Virginia
$387K +$26.7K +203 +8%
JTWM
1252
Jackson Thornton Wealth Management
Alabama
$386K +$127K +963 +52%
CI
1253
Corient IA
Florida
$386K – – –
CWM
1254
Chronos Wealth Management
Florida
$383K – – –
CCFM
1255
Clear Creek Financial Management
Washington
$382K -$3.42K -26 -0.9%
PFSC
1256
Peoples Financial Services Corp
Pennsylvania
$381K – – –
BC
1257
BDFS Capital
Delaware
$380K – – –
MCM
1258
McDonough Capital Management
Florida
$379K – – –
WFS
1259
Widmann Financial Services
Maryland
$379K – – –
JWS
1260
Juncture Wealth Strategies
Arizona
$379K -$14.5K -110 -4%
TAM
1261
Townsend Asset Management
North Carolina
$379K +$659 +5 +0.2%
MA
1262
MCF Advisors
Kentucky
$378K +$25.8K +196 +8%
BPW
1263
Bingham Private Wealth
California
$378K +$364K +2,760 New
CW
1264
Code Waechter
Florida
$377K -$68.5K -520 -16%
CSF
1265
Capital Squared Financial
Maryland
$375K +$2.37K +18 +0.7%
GWM
1266
GDS Wealth Management
Texas
$373K +$13.7K +104 +4%
SIAG
1267
Safeguard Investment Advisory Group
California
$372K +$13.2K +100 +4%
PDL
1268
Portfolio Design Labs
California
$372K +$527 +4 +0.1%
CCM
1269
Canal Capital Management
Virginia
$372K +$2.63K +20 +0.7%
CRC
1270
Curi RMB Capital
Illinois
$371K -$3.69K -28 -1%
PIA
1271
Pinion Investment Advisors
Kansas
$370K +$1.05K +8 +0.3%
BMC
1272
Beaton Management Company
Massachusetts
$368K -$26.3K -200 -7%
WA
1273
Wealth Alliance
New York
$367K +$13.3K +101 +4%
RS
1274
R Squared
Hong Kong
$367K -$531K -4,028 -60%
CAG
1275
Carroll Advisory Group
Texas
$367K – – –
49 50
51
52 53