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AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
1551
JNBA Financial Advisors
Minnesota
$211K – – –
LCM
1552
Leisure Capital Management
California
$211K +$201K +1,607 New
BWCS
1553
Beirne Wealth Consulting Services
Connecticut
$210K +$201K +1,605 New
PPWM
1554
Paragon Private Wealth Management
Kentucky
$210K +$201K +1,604 New
PFO
1555
PMG Family Office
Texas
$210K +$201K +1,603 New
GWCM
1556
Godshalk Welsh Capital Management
Pennsylvania
$210K +$200K +1,600 New
FNT
1557
First Nebraska Trust
Nebraska
$209K +$200K +1,598 New
MWAM
1558
Manhattan West Asset Management
California
$209K +$200K +1,598 New
FWA
1559
FSM Wealth Advisors
Ohio
$209K +$200K +1,596 New
SP
1560
Symmetry Partners
Connecticut
$209K +$199K +1,593 New
BF
1561
bLong Financial
Tennessee
$208K +$199K +1,590 New
LIP
1562
Lighthouse Investment Partners
Florida
$208K +$199K +1,590 New
PCM
1563
Prelude Capital Management
New York
$208K -$143K -1,144 -42%
BMA
1564
Brooks Moore & Associates
Tennessee
$208K +$198K +1,583 New
KWM
1565
Keebeck Wealth Management
Illinois
$206K +$197K +1,575 New
GWMIA
1566
Global Wealth Management Investment Advisory
Florida
$206K +$196K +1,569 New
O3W
1567
Omni 360 Wealth
New Jersey
$204K +$195K +1,555 New
AIA
1568
AssuredPartners Investment Advisors
Florida
$204K -$150K -1,201 -44%
MWM
1569
Mindset Wealth Management
Indiana
$204K +$194K +1,553 New
IIM
1570
Ipswich Investment Management
Massachusetts
$203K +$194K +1,550 New
TP
1571
Tranquility Partners
Tennessee
$203K +$193K +1,545 New
EC
1572
EntryPoint Capital
New York
$202K +$193K +1,543 New
RIA
1573
Realta Investment Advisors
Delaware
$202K +$193K +1,542 New
OFP
1574
OLIO Financial Planning
Virginia
$202K +$193K +1,540 New
KCM
1575
KRS Capital Management
Michigan
$202K +$192K +1,538 New
61 62
63
64 65