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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
KIA
576
KCM Investment Advisors
California
$933K +$273 +3 +0%
RWA
577
Ropes Wealth Advisors
Massachusetts
$922K +$16.8K +184 +2%
JWS
578
Juncture Wealth Strategies
Arizona
$921K +$20.7K +227 +2%
AWM
579
Aevitas Wealth Management
Massachusetts
$919K +$2.82K +31 +0.3%
CCC
580
Chelsea Counsel Company
California
$917K – – –
FB
581
Fulton Bank
Pennsylvania
$915K -$86.8K -954 -9%
SCM
582
Schnieders Capital Management
California
$914K -$409K -4,496 -32%
PHS
583
Pekin Hardy Strauss
Illinois
$913K – – –
VAS
584
Vestmark Advisory Solutions
Massachusetts
$904K +$112K +1,235 +15%
F
585
F3Logic
Minnesota
$895K -$62.8K -690 -7%
GBS
586
Gallagher Benefit Services
Illinois
$895K +$857K +9,416 New
CWM
587
C2C Wealth Management
Arizona
$894K – – –
FHA
588
Flagship Harbor Advisors
Massachusetts
$892K +$5.92K +65 +0.7%
TCA
589
Transcend Capital Advisors
New Jersey
$892K -$111K -1,223 -12%
FLI
590
Family Legacy Inc
South Carolina
$890K +$96.3K +1,058 +12%
OPW
591
Oxler Private Wealth
New York
$890K +$853K +9,376 New
HI
592
Harbour Investments
Wisconsin
$877K +$169K +1,855 +25%
GG
593
Gofen & Glossberg
Illinois
$877K – – –
TCM
594
Twin Capital Management
Pennsylvania
$866K – – –
WFM
595
Wolff Financial Management
Michigan
$866K – – –
GMA
596
Glassy Mountain Advisors
Maryland
$861K +$826K +9,071 New
AAG
597
Armstrong Advisory Group
Massachusetts
$857K +$822K +9,027 New
CDH
598
Charles D. Hyman
$857K – – –
FFA
599
Founders Financial Alliance
North Carolina
$856K +$2.55K +28 +0.3%
HI
600
Horizon Investments
North Carolina
$852K -$319K -3,508 -28%
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