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AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FWI
1376
Facet Wealth Inc
Maryland
$307K +$56.9K +432 +24%
XWL
1377
XXI Wealth LLC
Illinois
$306K +$25.8K +196 +10%
WA
1378
Waddell & Associates
Tennessee
$305K +$24.8K +188 +9%
PWS
1379
Pursuit Wealth Strategies
North Carolina
$305K +$61.4K +466 +26%
HBW
1380
Hazlett, Burt & Watson
West Virginia
$305K +$1.58K +12 +0.5%
SFS
1381
Security Financial Services
Indiana
$305K +$2.77K +21 +1%
BFA
1382
Brendel Financial Advisors
New Hampshire
$305K – – –
WF
1383
Wayfinding Financial
Washington
$304K +$3.56K +27 +1%
PT
1384
Plimoth Trust
Massachusetts
$304K – – –
LSL
1385
Legacy Solutions LLC
Pennsylvania
$304K +$1.71K +13 +0.6%
MSFS
1386
Main Street Financial Solutions
Pennsylvania
$303K +$70.5K +535 +32%
CPBTD
1387
Central Pacific Bank - Trust Division
Hawaii
$302K +$1.32K +10 +0.5%
BFG
1388
Bouchey Financial Group
New York
$302K +$20.8K +158 +8%
LCM
1389
LCM Capital Management
Illinois
$302K +$6.06K +46 +2%
UWM
1390
Urban Wealth Management
California
$300K -$219K -1,661 -43%
BC
1391
BIT Capital
Germany
$300K – – –
MG
1392
Marex Group
$300K +$288K +2,190 New
VWM
1393
Venturi Wealth Management
Texas
$300K -$48.7K -370 -14%
MF
1394
Meridian Financial
Massachusetts
$299K +$527 +4 +0.2%
AW
1395
Alteri Wealth
California
$298K +$287K +2,178 New
WCM
1396
WealthBridge Capital Management
Ohio
$297K – – –
KWM
1397
Keebeck Wealth Management
Illinois
$297K +$78.3K +594 +38%
FM
1398
Family Management
New York
$296K – – –
BW
1399
Bravera Wealth
North Dakota
$296K +$4.87K +37 +2%
MCM
1400
Magnolia Capital Management
New York
$295K – – –
54 55
56
57 58