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AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
626
Barrett Asset Management
New York
$154K – – –
W
627
Wealthfront
California
$150K +$60.7K +1,148 +67%
JIC
628
Joel Isaacson & Co
New York
$149K -$7.72K -146 -5%
HFM
629
Hartford Financial Management
Connecticut
$149K – – –
GLI
630
Guardian Life Insurance
New York
$145K +$634 +12 +0.4%
FFC
631
First Financial Corp
Indiana
$144K – – –
MA
632
MCF Advisors
Kentucky
$134K -$26.5K -502 -16%
1IC
633
1919 Investment Counsel
Maryland
$126K -$1K -19 -0.8%
BPBT
634
Boston Private Bank & Trust
Massachusetts
$125K +$4.76K +90 +4%
PMFA
635
Plante Moran Financial Advisors
Michigan
$124K +$21.4K +405 +21%
M
636
MOTCO
Texas
$123K -$41.1K -777 -25%
QAM
637
QCI Asset Management
New York
$121K -$1.32K -25 -1%
PFSC
638
Peoples Financial Services Corp
Pennsylvania
$121K – – –
TDC
639
Thompson Davis & Co
Virginia
$116K +$31.4K +594 +37%
HIM
640
Hillsdale Investment Management
Ontario, Canada
$115K -$47.6K -900 -29%
FCCM
641
First City Capital Management
Georgia
$113K -$2.12K -40 -2%
MFBTD
642
MB Financial Bank - Trust Department
Illinois
$113K +$57.5K +1,087 +107%
VIA
643
Vantage Investment Advisors
Pennsylvania
$111K – – –
CBT
644
Central Bank & Trust
Kentucky
$111K +$50.3K +952 +81%
WA
645
WFG Advisors
Texas
$106K +$370 +7 +0.3%
WF
646
WealthTrust Fairport
Ohio
$106K +$102K +1,927 +1,752%
FNBSF
647
First National Bank Sioux Falls
South Dakota
$105K – – –
BC
648
Bartlett & Co
Ohio
$105K +$31.7K +600 +42%
FA
649
Financial Advantage
Maryland
$104K – – –
SEC
650
Seven Eight Capital
New York
$99.2K -$180K -3,400 -64%
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26
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