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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
751
Optimum Investment Advisors
Illinois
$10K – – –
DW
752
Domani Wealth
Pennsylvania
$9.46K +$31.6K +532 New
GWS
753
Glassman Wealth Services
Virginia
$8K – – –
ARMC
754
American Research & Management Company
Massachusetts
$7K – – –
CWM
755
Catamount Wealth Management
Connecticut
$7K – – –
SC
756
Saturna Capital
Washington
$7K – – –
ICM
757
ICC Capital Management
Florida
$7K +$1.78K +30 +30%
RWM
758
Raffa Wealth Management
District of Columbia
$6.3K – – –
HTHT
759
Hemenway Trust Hemenway Trust
New Hampshire
$6K -$5.93K -100 -50%
KA
760
Klingman & Associates
New York
$6K – – –
WEC
761
Winslow Evans & Crocker
Massachusetts
$5.63K – – –
CFSG
762
Community Financial Services Group
Vermont
$5K – – –
RCG
763
Ruggie Capital Group
Florida
$5K +$5.16K +87 New
GWM
764
Gupta Wealth Management
California
$5K +$5.52K +93 New
CFS
765
Commonwealth Financial Services
West Virginia
$4K – – –
SFWA
766
Summit Financial Wealth Advisors
Louisiana
$4K – – –
SAM
767
Shamrock Asset Management
Texas
$3K – – –
SGC
768
South Georgia Capital
Illinois
$3K – – –
LWA
769
Lenox Wealth Advisors
New York
$2K – – –
MUS
770
Mitsubishi UFJ Securities
Japan
$2K +$1.78K +30 New
TSW
771
Thompson Siegel & Walmsley
Virginia
$1K -$7.89K -133 -92%
HF
772
Hoxton Financial
West Virginia
$1K – – –
OC
773
Oakworth Capital
Alabama
$1K – – –
OSAM
774
O'Shaughnessy Asset Management
Connecticut
$1K – – –
EA
775
Euclid Advisors
Connecticut
– -$70.3M -1,158,519 Closed
29 30
31
32 33