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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
826
Cornerstone Capital
California
$213K – – –
HI
827
Human Investing
Oregon
$213K +$214K +2,851 New
SWP
828
Strategic Wealth Partners
Ohio
$211K – – –
WF
829
Welch & Forbes
Massachusetts
$210K -$10.9K -145 -5%
PWP
830
Principle Wealth Partners
Connecticut
$210K +$198K +2,634 New
MA
831
MCF Advisors
Kentucky
$208K +$150 +2 +0.1%
FBT
832
First Bankers Trust
Kentucky
$208K +$209K +2,786 New
OTPPB
833
Ontario Teachers' Pension Plan Board
Ontario, Canada
$205K -$775K -10,328 -79%
KFGK
834
Keystone Financial Group (Kentucky)
Kentucky
$204K -$10.6K -141 -5%
LPT
835
Legacy Private Trust
Wisconsin
$204K +$205K +2,735 New
BAS
836
Brown Advisory Securities
Maryland
$203K +$211K +2,812 New
JWS
837
Juncture Wealth Strategies
Arizona
$202K -$82.5K -1,100 -29%
WG
838
Winton Group
United Kingdom
$202K -$81.6K -1,087 -29%
PWM
839
Perigon Wealth Management
California
$202K +$197K +2,628 New
IIM
840
Ipswich Investment Management
Massachusetts
$202K +$203K +2,700 New
W
841
Wealthquest
Ohio
$201K +$202K +2,693 New
MCM
842
Manchester Capital Management
Vermont
$195K – – –
RT
843
Rockland Trust
Massachusetts
$194K +$195K +2,600 New
MSA
844
Marino Stram & Associates
Massachusetts
$192K -$12.5K -167 -7%
BFEC
845
Benjamin F. Edwards & Company
Missouri
$191K -$61.5K -820 -24%
MMG
846
Monetary Management Group
Missouri
$191K – – –
TL
847
TrueWealth LLC
Georgia
$189K -$10.9K -145 -5%
GI
848
Gradient Investments
Minnesota
$186K -$9.53K -127 -5%
JWBC
849
John W. Bristol & Co
New York
$183K – – –
CT
850
Clearstead Trust
Maine
$181K +$93.8K +1,250 +106%
32 33
34
35 36