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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
751
Gupta Wealth Management
California
$23K +$11.3K +200 +107%
PFS
752
Physicians Financial Services
North Carolina
$21K +$20.3K +358 New
MUS
753
Mitsubishi UFJ Securities
Japan
$20K +$19.3K +340 New
BCFS
754
Butensky & Cohen Financial Security
Florida
$19K +$7.88K +139 +75%
CAW
755
Cornerstone Advisors (Washington)
Washington
$18K – – –
MDCM
756
Morgan Dempsey Capital Management
Wisconsin
$18K – – –
EMA
757
Efficient Market Advisors
California
$18K +$17.2K +303 New
CFA
758
CT Financial Advisors
Pennsylvania
$17.5K – – –
CLOS
759
Compagnie Lombard Odier SCmA
Switzerland
$17K -$123K -2,171 -88%
GAM
760
Gemmer Asset Management
California
$16K – – –
VNA
761
Valley National Advisers
Pennsylvania
$16K – – –
FMP
762
Financial Management Professionals
Texas
$15K – – –
HCM
763
Highlander Capital Management
New Jersey
$15K – – –
TCM
764
TD Capital Management
Tennessee
$15K – – –
MPWT
765
MassMutual Private Wealth & Trust
Connecticut
$13.3K -$75.1K -1,325 -85%
AII
766
AGF Investments Inc
Ontario, Canada
$13K – – –
SMG
767
Spectrum Management Group
Indiana
$12K -$11.3K -200 -50%
LNB
768
Ledyard National Bank
$12K – – –
RBC
769
Roble Belko & Company
Pennsylvania
$12K – – –
TFO
770
Tarbox Family Office
California
$12K – – –
PCP
771
Proficio Capital Partners
Massachusetts
$11K +$11K +194 New
OSAM
772
O'Shaughnessy Asset Management
Connecticut
$10K +$7.99K +141 +470%
GWS
773
Glassman Wealth Services
Virginia
$9K – – –
WAS
774
Winch Advisory Services
Wisconsin
$9K +$8.61K +152 New
FPFS
775
First Personal Financial Services
North Carolina
$7K -$6.69K -118 -51%
29 30
31
32 33