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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
NSAM
776
North Star Asset Management
Wisconsin
$206K +$207K +2,911 New
MOS
777
MGO One Seven
Ohio
$205K +$206K +2,896 New
KFGK
778
Keystone Financial Group (Kentucky)
Kentucky
$203K +$204K +2,866 New
GG
779
Gofen & Glossberg
Illinois
$203K +$204K +2,870 New
CC
780
Cornerstone Capital
California
$202K +$203K +2,848 New
BFM
781
Boston Financial Management
Massachusetts
$202K +$203K +2,850 New
SWP
782
Strategic Wealth Partners
Ohio
$201K -$5.19K -73 -3%
CCM
783
Cribstone Capital Management
Maine
$201K +$213 +3 +0.1%
PWA
784
Providence Wealth Advisors
Illinois
$201K +$202K +2,840 New
MCM
785
Manchester Capital Management
Vermont
$200K – – –
MA
786
MCF Advisors
Kentucky
$197K -$197K -2,775 -50%
TL
787
TrueWealth LLC
Georgia
$190K – – –
GI
788
Gradient Investments
Minnesota
$185K -$3.56K -50 -2%
C
789
Cerebellum
California
$184K – – –
MMG
790
Monetary Management Group
Missouri
$181K – – –
IFAM
791
Institutional & Family Asset Management
Colorado
$180K – – –
TPWA
792
TRUE Private Wealth Advisors
Oregon
$178K +$178K +2,506 New
JWBC
793
John W. Bristol & Co
New York
$174K – – –
RFA
794
Reilly Financial Advisors
California
$169K – – –
AA
795
AlphaMark Advisors
Kentucky
$164K +$1.35K +19 +0.8%
AAP
796
Arax Advisory Partners
Colorado
$162K -$14.3K -201 -8%
BAM
797
Belpointe Asset Management
Nevada
$162K +$163K +2,287 New
BC
798
Bartlett & Co
Ohio
$161K – – –
BCWM
799
Bartlett & Co Wealth Management
Ohio
$161K – – –
MSA
800
Marino Stram & Associates
Massachusetts
$160K +$356 +5 +0.2%
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