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AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1751
Addison Advisors
Vermont
$69.4K -$558K -4,233 -89%
BHWM
1752
Beaird Harris Wealth Management
Texas
$69.2K +$32.5K +247 +95%
PSB
1753
Piscataqua Savings Bank
New Hampshire
$68.4K – – –
PP
1754
PFS Partners
New Jersey
$68.4K +$65.9K +500 New
BAM
1755
Byrne Asset Management
New Jersey
$67K – – –
ACA
1756
Atlas Capital Advisors
Wyoming
$66.1K +$12.4K +94 +24%
STB
1757
S&T Bank
Pennsylvania
$65.8K +$4.22K +32 +7%
SGFG
1758
Silver Grove Financial Group
New York
$65.5K +$63.1K +479 New
MB
1759
MidFirst Bank
Oklahoma
$64.6K -$3.56K -27 -5%
SNBOSCI
1760
Security National Bank of Sioux City Iowa
Iowa
$64K +$61.7K +468 New
MUMSS
1761
Mitsubishi UFJ Morgan Stanley Securities
Japan
$63.9K -$130K -988 -68%
RFA
1762
Reyes Financial Architecture
California
$63.3K – – –
GKIM
1763
GW&K Investment Management
Massachusetts
$63K -$1.32K -10 -2%
BWAM
1764
Boyd Watterson Asset Management
Ohio
$62.9K – – –
KFG
1765
Kingdom Financial Group
Arizona
$61.6K +$6.32K +48 +12%
DWS
1766
Dynamic Wealth Strategies
California
$60.9K +$10.5K +80 +22%
Q1WB
1767
Quest 10 Wealth Builders
Virginia
$58.7K +$132 +1 +0.2%
NL
1768
NVWM LLC
Pennsylvania
$58.3K +$395 +3 +0.7%
ATC
1769
Adirondack Trust Company
New York
$56.2K -$8.17K -62 -13%
B
1770
Birchbrook
Maine
$55.9K +$132 +1 +0.2%
ADL
1771
Asset Dedication LLC
California
$55.8K +$21.5K +163 +67%
FWA
1772
Flagship Wealth Advisors
Massachusetts
$55K +$21.3K +162 +68%
MCM
1773
MV Capital Management
Maryland
$54.9K +$1.32K +10 +3%
PWM
1774
Peterson Wealth Management
Nevada
$54.7K – – –
MNA
1775
Manning & Napier Advisors
New York
$54.1K +$48.5K +368 +1,533%
69 70
71
72 73