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AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
VFP
1401
Verus Financial Partners
Virginia
$294K +$132 +1 +0%
MWS
1402
MFA Wealth Services
California
$293K +$60.9K +462 +28%
AA
1403
Alta Advisers
United Kingdom
$293K – – –
OPTFSNA
1404
Old Point Trust & Financial Services N A
Virginia
$293K +$165K +1,255 +142%
FFM
1405
Forum Financial Management
Illinois
$293K +$29.5K +224 +12%
PJSIMP
1406
P.J. Schmidt Investment Management (PJS)
Wisconsin
$292K -$13.2K -100 -4%
PWMAG
1407
Pinnacle Wealth Management Advisory Group
New Jersey
$292K +$47.3K +359 +20%
FWP
1408
Flatrock Wealth Partners
California
$291K -$85.5K -649 -23%
DE
1409
Defiance ETFs
New York
$290K +$48.9K +371 +21%
KOC
1410
Koss-Olinger Consulting
Florida
$290K -$30.2K -229 -10%
GSWA
1411
Good Steward Wealth Advisors
Tennessee
$290K -$5.27K -40 -2%
RCM
1412
Rockbridge Capital Management
Virginia
$289K – – –
DA
1413
Dougherty & Associates
Florida
$289K +$263 +2 +0.1%
MMPW
1414
Mitchell McLeod Pugh & Williams
Alabama
$289K – – –
CWM
1415
Cranbrook Wealth Management
Michigan
$289K – – –
NSAM
1416
North Star Asset Management
Wisconsin
$287K +$132 +1 +0%
BWG
1417
Balanced Wealth Group
Ohio
$286K +$1.05K +8 +0.4%
SFC
1418
SYM Financial Corp
Indiana
$286K +$3.29K +25 +1%
RFS
1419
Richardson Financial Services
Massachusetts
$284K -$9.09K -69 -3%
LGW
1420
Leslie Global Wealth
Illinois
$284K +$2.37K +18 +0.9%
VWA
1421
VSM Wealth Advisory
Maryland
$284K +$527 +4 +0.2%
BSSFA
1422
Baron Silver Stevens Financial Advisors
Florida
$283K -$14.5K -110 -5%
LWCFA
1423
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$283K – – –
BTWM
1424
Baker Tilly Wealth Management
Wisconsin
$282K +$272K +2,064 New
RA
1425
Range Advisory
Virginia
$282K +$28.5K +216 +12%
55 56
57
58 59