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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PCTC
801
Perkins Coie Trust Company
Washington
$156K – – –
GP
802
Girard Partners
Pennsylvania
$156K +$158K +2,215 New
TAM
803
Tiverton Asset Management
Delaware
$155K -$277K -3,893 -64%
PCFFS
804
Pacific Center for Financial Services
California
$154K – – –
JCM
805
Jacobi Capital Management
Pennsylvania
$151K -$71.7K -1,008 -32%
SIM
806
Sonora Investment Management
Arizona
$148K +$36.9K +519 +33%
PCG
807
Private Capital Group
Connecticut
$147K +$67.6K +950 +84%
VFA
808
Valeo Financial Advisors
Indiana
$145K -$12.4K -174 -8%
FHA
809
First Horizon Advisors
Tennessee
$136K +$8.82K +124 +7%
SFG
810
SevenBridge Financial Group
Pennsylvania
$136K +$137K +1,925 New
ST
811
Smithfield Trust
Pennsylvania
$133K – – –
HI
812
Hudock Inc
Pennsylvania
$130K +$1.42K +20 +1%
TF
813
Tompkins Financial
New York
$128K -$28.5K -400 -18%
FLI
814
Family Legacy Inc
South Carolina
$123K +$7.47K +105 +6%
CWM
815
Cranbrook Wealth Management
Michigan
$121K – – –
FQ
816
First Quadrant
California
$120K – – –
FCB
817
First Command Bank
Texas
$116K – – –
FCFS
818
First Command Financial Services
Texas
$116K – – –
WCM
819
Wealthcare Capital Management
Virginia
$116K – – –
OIA
820
Optimum Investment Advisors
Illinois
$115K – – –
IWP
821
Icon Wealth Partners
Texas
$112K +$16.6K +233 +17%
CPIG
822
Chicago Partners Investment Group
Illinois
$111K +$34.2K +480 +47%
BCM
823
Blume Capital Management
California
$105K – – –
TWA
824
TCI Wealth Advisors
Arizona
$105K – – –
HWM
825
Holloway Wealth Management
Florida
$103K – – –
31 32
33
34 35