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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
776
Schechter Investment Advisors
Michigan
$459K +$46.4K +468 +11%
B
777
Bellecapital
Switzerland
$458K -$10.9K -110 -2%
MMG
778
Monetary Management Group
Missouri
$458K – – –
APP
779
Avantax Planning Partners
Iowa
$456K +$73.2K +739 +18%
GCM
780
Gables Capital Management
Florida
$455K – – –
PCM
781
Parsons Capital Management
Rhode Island
$454K -$30.8K -311 -6%
HIA
782
Harbor Investment Advisory
Maryland
$452K -$32.7K -330 -7%
RAM
783
Roanoke Asset Management
New Jersey
$452K – – –
BPFA
784
Barnes Pettey Financial Advisors
Mississippi
$447K – – –
RWP
785
RWA Wealth Partners
Massachusetts
$447K +$213K +2,154 +86%
CT
786
Caldwell Trust
Florida
$446K – – –
THWM
787
Taylor Hoffman Wealth Management
Virginia
$446K – – –
QCG
788
Quadrant Capital Group
Ohio
$446K +$38K +383 +9%
MP
789
McDonald Partners
Ohio
$444K +$15.5K +156 +3%
QI
790
Qtron Investments
Massachusetts
$444K +$459K +4,631 New
FF
791
FourThought Financial
Florida
$443K +$694 +7 +0.2%
HCP
792
Hexagon Capital Partners
Arkansas
$443K +$6.24K +63 +1%
FBB
793
Fulton Breakefield Broenniman
Maryland
$443K +$457K +4,615 New
FWM
794
Finer Wealth Management
Massachusetts
$436K -$53.6K -541 -11%
ISWM
795
Independent Solutions Wealth Management
New York
$435K +$449K +4,531 New
FCM
796
Fourpath Capital Management
Oklahoma
$432K -$428K -4,317 -49%
QC
797
Quadrature Capital
United Kingdom
$426K -$1.05M -10,593 -70%
BA
798
Bridgewater Advisors
New York
$426K -$21.9K -221 -5%
TPWA
799
TRUE Private Wealth Advisors
Oregon
$424K – – –
GHAM
800
Gilman Hill Asset Management
Connecticut
$423K +$62.1K +627 +17%
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32
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