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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CGL
801
Clarius Group LLC
Washington
$283K +$277K +3,215 New
SWM
802
Shakespeare Wealth Management
Wisconsin
$283K +$278K +3,221 New
ISL
803
Ingalls & Snyder LLC
New York
$279K -$6.03K -70 -2%
WP
804
WealthSource Partners
California
$279K +$274K +3,174 New
JIP
805
Jaffetilchin Investment Partners
Florida
$278K -$397K -4,604 -59%
HCM
806
Hall Capital Management
Rhode Island
$278K +$28.9K +335 +12%
SAM
807
Strategy Asset Managers
California
$278K +$192K +2,230 +241%
AIP
808
Ahrens Investment Partners
Louisiana
$276K – – –
AWA
809
Arete Wealth Advisors
Illinois
$276K +$4.05K +47 +2%
PFSC
810
Peoples Financial Services Corp
Pennsylvania
$276K +$9.05K +105 +3%
AIM
811
Anchor Investment Management
South Carolina
$275K – – –
AW
812
ACG Wealth
Georgia
$274K -$26.5K -308 -9%
TCOV
813
Trust Company of Vermont
Vermont
$274K – – –
CFG
814
Citizens Financial Group
Rhode Island
$270K – – –
IIC
815
Ironwood Investment Counsel
Arizona
$270K +$6.46K +75 +3%
HFA
816
Huber Financial Advisors
Illinois
$268K -$10.3K -119 -4%
PAA
817
Peregrine Asset Advisers
Oregon
$268K – – –
TIA
818
Tiemann Investment Advisors
California
$268K – – –
PWAP
819
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$266K – – –
PFM
820
Parsec Financial Management
North Carolina
$265K -$37.1K -430 -12%
MFG
821
Magnus Financial Group
New York
$265K +$259 +3 +0.1%
CBT
822
Capital Bank & Trust
California
$264K – – –
WKWM
823
Walter & Keenan Wealth Management
Indiana
$264K – – –
SS
824
Sunbelt Securities
Texas
$264K +$86 +1 +0%
VFA
825
Valeo Financial Advisors
Indiana
$264K +$15.7K +182 +6%
31 32
33
34 35