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AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BMWS
1451
Brady Martz Wealth Solutions
North Dakota
$274K +$263K +2,000 New
WAM
1452
WealthTrust Asset Management
Florida
$273K -$3.42K -26 -1%
PCA
1453
Pallas Capital Advisors
Massachusetts
$273K +$1.05K +8 +0.4%
CCFCSB
1454
Cape Cod Five Cents Savings Bank
Massachusetts
$273K +$263K +1,996 New
SFG
1455
Seamount Financial Group
Colorado
$272K +$1.32K +10 +0.5%
TAM
1456
Titleist Asset Management
Texas
$272K -$6.85K -52 -3%
GLA
1457
Great Lakes Advisors
Illinois
$270K +$32.9K +250 +15%
BOH
1458
Bank of Hawaii
Hawaii
$269K +$38.6K +293 +18%
IBOK
1459
Independence Bank of Kentucky
Kentucky
$269K -$263 -2 -0.1%
FAT
1460
First American Trust
California
$268K +$22.4K +170 +9%
AU
1461
AlphaGrep UK
$268K +$258K +1,959 New
TFS
1462
Thoroughbred Financial Services
Tennessee
$268K -$24.9K -189 -9%
TBNY
1463
Trustco Bank (New York)
New York
$268K +$258K +1,957 New
QFA
1464
Quantum Financial Advisors
California
$268K -$5.01K -38 -2%
LFWA
1465
LiftPoint Family Wealth Advisors
New Jersey
$268K -$21.1K -160 -8%
CFS
1466
CRA Financial Services
New Jersey
$267K +$36.2K +275 +16%
WB
1467
West Bancorporation
Iowa
$266K -$71.1K -540 -22%
TVPW
1468
Third View Private Wealth
Connecticut
$264K +$255K +1,933 New
ANBT
1469
American National Bank & Trust
Texas
$264K +$31K +235 +14%
OAM
1470
Occidental Asset Management
California
$264K +$1.45K +11 +0.6%
GBT
1471
Grove Bank & Trust
Florida
$263K – – –
DW30
1472
Drucker Wealth 3.0
New Jersey
$262K +$31.5K +239 +14%
IWA
1473
Inspirion Wealth Advisors
Illinois
$262K – – –
KMWM
1474
Keudell/Morrison Wealth Management
Oregon
$261K -$7.11K -54 -3%
RZH
1475
Relyea Zuckerberg Hanson
Connecticut
$260K +$2.24K +17 +0.9%
57 58
59
60 61