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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
776
Modera Wealth Management
New Jersey
$590K +$53K +548 +9%
WHCI
777
W.H. Cornerstone Investments
Massachusetts
$590K +$293K +3,026 +90%
LHC
778
Little House Capital
Massachusetts
$590K +$619K +6,393 New
NFG
779
Nations Financial Group
Iowa
$588K -$90.2K -932 -13%
SWA
780
Stratos Wealth Advisors
Ohio
$585K -$148K -1,532 -19%
EFS
781
Essex Financial Services
Connecticut
$582K +$18.6K +192 +3%
CF
782
Clarity Financial
Texas
$579K -$33.7K -348 -5%
WPC
783
Wedmont Private Capital
Pennsylvania
$576K +$108K +1,111 +22%
GVAG
784
Great Valley Advisor Group
Delaware
$576K -$39.9K -412 -6%
GWA
785
Gibson Wealth Advisors
Texas
$576K – – –
NRS
786
Neville Rodie & Shaw
New York
$576K – – –
PPW
787
Parcion Private Wealth
Washington
$575K – – –
CB
788
Cadence Bank
Mississippi
$575K -$123K -1,274 -17%
SAG
789
SageView Advisory Group
California
$574K -$44K -455 -7%
GRP
790
Global Retirement Partners
California
$572K +$43K +444 +8%
BCP
791
Blue Chip Partners
Michigan
$572K -$59.6K -616 -9%
WSFS
792
Wilmington Savings Fund Society
Delaware
$568K +$41.1K +425 +7%
PMA
793
Prudent Man Advisors
Illinois
$567K -$79.4K -820 -12%
MPPLM
794
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$565K +$50.8K +525 +9%
DT
795
Diversified Trust
Tennessee
$563K +$46.3K +478 +8%
FLI
796
Family Legacy Inc
South Carolina
$543K -$12K -124 -2%
FTWA
797
Fifth Third Wealth Advisors
Ohio
$543K +$48.5K +501 +9%
SFI
798
Siemens Fonds Invest
Germany
$542K +$158K +1,634 +39%
AWA
799
Arete Wealth Advisors
Illinois
$538K +$111K +1,147 +24%
SMG
800
Smart Money Group
Texas
$537K +$5.32K +55 +1%
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