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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
751
Integrated Wealth Concepts
Massachusetts
$365K +$354K +3,895 New
BWP
752
Bernardo Wealth Planning
Pennsylvania
$363K -$10.7K -118 -3%
LA
753
LexAurum Advisors
Kansas
$363K +$272 +3 +0.1%
WSTAM
754
Wilbanks Smith & Thomas Asset Management
Virginia
$361K +$84.4K +929 +32%
RRC
755
Relaxing Retirement Coach
Massachusetts
$360K – – –
MRCM
756
M&R Capital Management
New Jersey
$359K -$91.3K -1,005 -21%
SWA
757
Stratos Wealth Advisors
Ohio
$358K -$23.8K -262 -6%
SCM
758
Schnieders Capital Management
California
$357K – – –
MSA
759
Marino Stram & Associates
Massachusetts
$356K +$454 +5 +0.1%
AF
760
Advisornet Financial
Minnesota
$352K +$184K +2,025 +117%
APA
761
American Portfolios Advisors
New York
$352K +$20.6K +227 +6%
IBOK
762
Independence Bank of Kentucky
Kentucky
$351K – – –
NPP
763
New Potomac Partners
Maryland
$350K -$114K -1,255 -25%
BA
764
Boston Advisors
Massachusetts
$349K – – –
AWA
765
ARS Wealth Advisors
Florida
$348K +$272 +3 +0.1%
MYIA
766
Mount Yale Investment Advisors
Colorado
$348K +$24.4K +269 +7%
VRM
767
Vectors Research Management
New York
$346K +$182 +2 +0.1%
ODG
768
O'Dell Group
Ohio
$345K – – –
HFA
769
Hoover Financial Advisors
Pennsylvania
$343K – – –
WF
770
Welch & Forbes
Massachusetts
$343K +$29.4K +324 +10%
HIC
771
Holderness Investments Company
North Carolina
$342K – – –
HC
772
HNP Capital
New York
$341K +$182 +2 +0.1%
PL
773
Perpetual Ltd
Australia
$337K – – –
CGL
774
Clarius Group LLC
Washington
$336K +$34.1K +375 +12%
TU
775
TDAM USA
Ontario, Canada
$335K -$756K -8,323 -70%
29 30
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