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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
701
Symmetry Partners
Connecticut
$416K – – –
IFG
702
Independent Financial Group
California
$415K +$38.8K +451 +10%
FNBSF
703
First National Bank Sioux Falls
South Dakota
$412K – – –
APP
704
Avantax Planning Partners
Iowa
$411K +$517 +6 +0.1%
MA
705
MUFG Americas
New York
$411K +$143K +1,657 +52%
PTP
706
Platform Technology Partners
New York
$408K +$415K +4,818 New
BFA
707
Brendel Financial Advisors
New Hampshire
$405K -$4.3K -50 -1%
CA
708
Clearstead Advisors
Ohio
$405K +$12.7K +148 +3%
RCAG
709
Rehmann Capital Advisory Group
Michigan
$404K +$11.9K +138 +3%
TTWM
710
TCV Trust & Wealth Management
Virginia
$404K +$24.7K +287 +6%
GCM
711
Gables Capital Management
Florida
$401K -$150K -1,745 -27%
SMG
712
Smart Money Group
Texas
$401K -$11.8K -137 -3%
ACP
713
Arcus Capital Partners
Georgia
$401K +$56.8K +660 +16%
FF
714
FourThought Financial
Florida
$400K -$28.5K -331 -7%
ITIM
715
Indiana Trust & Investment Management
Indiana
$396K -$32K -372 -7%
QCG
716
Quadrant Capital Group
Ohio
$394K +$19.1K +222 +5%
DS
717
DRW Securities
Illinois
$390K +$396K +4,605 New
CG
718
Colony Group
Massachusetts
$387K -$36.2K -420 -8%
IA
719
IFP Advisors
Florida
$386K -$76.7K -891 -16%
RIA
720
Realta Investment Advisors
Delaware
$386K +$7.41K +86 +2%
BA
721
Bridgewater Advisors
New York
$386K +$393K +4,563 New
THWM
722
Taylor Hoffman Wealth Management
Virginia
$385K – – –
OIA
723
OneDigital Investment Advisors
Kansas
$385K +$89.4K +1,038 +30%
FBB
724
Fulton Breakefield Broenniman
Maryland
$383K – – –
MWM
725
Mission Wealth Management
California
$383K +$18K +209 +5%
27 28
29
30 31