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AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
2051
Sound Income Strategies
Florida
– -$59.4K -451 Closed
HDIM
2052
Hanson & Doremus Investment Management
Vermont
– -$55K -420 Closed
TLFA
2053
True Link Financial Advisors
California
– -$41.3K -315 Closed
LWMI
2054
Legacy Wealth Management (Idaho)
Idaho
– -$39.8K -304 Closed
DWP
2055
Destiny Wealth Partners
Florida
– -$36.3K -277 Closed
MTIC
2056
Missouri Trust & Investment Company
Missouri
– -$35.4K -270 Closed
IWS
2057
Intentional Wealth Strategies
Colorado
– -$32.1K -245 Closed
MWM
2058
Magnolia Wealth Management
Alabama
– -$24.9K -190 Closed
PWA
2059
Portus Wealth Advisors
North Carolina
– -$19.7K -150 Closed
FRA
2060
Front Row Advisors
California
– -$16.4K -125 Closed
WOSD
2061
WFA of San Diego
California
– -$15.7K -120 Closed
SC
2062
Swan Capital
Florida
– -$13.1K -100 Closed
MWC
2063
MBM Wealth Consultants
Missouri
– -$12.7K -97 Closed
CFG
2064
Clayton Financial Group
Missouri
– -$12.2K -93 Closed
SA
2065
Scarborough Advisors
Maryland
– -$9.18K -70 Closed
BDPWM
2066
Barnes Dennig Private Wealth Management
Ohio
– -$8.52K -65 Closed
GWSA
2067
Global Wealth Strategies & Associates
Colorado
– -$4.72K -36 Closed
WPA
2068
Wealth Preservation Advisors
Tennessee
– -$2.49K -19 Closed
EA
2069
Evergreen Advisors
Tennessee
– -$1.97K -15 Closed
TBFA
2070
Three Bearings Fiduciary Advisors
New Hampshire
– -$1.31K -10 Closed
CW
2071
Curio Wealth
Maryland
– -$393 -3 Closed
MMCM
2072
Murphy & Mullick Capital Management
New York
– -$131 -1 Closed
NF
2073
Napier Financial
Massachusetts
– -$131 -1 Closed
NWM
2074
Navigoe Wealth Management
California
– +$790 +6 New
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