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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MCWS
826
McKinley Carter Wealth Services
West Virginia
$368K +$78 +1 +0%
MWM
827
Mission Wealth Management
California
$366K -$466 -6 -0.1%
EI
828
Ethic Inc
New York
$364K +$348K +4,479 New
IGWM
829
ICA Group Wealth Management
Colorado
$363K +$120K +1,542 +53%
EWM
830
Evercore Wealth Management
New York
$363K – – –
SWM
831
Scissortail Wealth Management
Oklahoma
$363K +$360K +4,635 New
NP
832
Nilsine Partners
Colorado
$361K -$3.34K -43 -1%
LA
833
LexAurum Advisors
Kansas
$359K -$7.37K -95 -2%
SC
834
Syon Capital
California
$358K +$343K +4,413 New
MIS
835
Morningstar Investment Services
Illinois
$357K +$340K +4,384 New
WF
836
Welch & Forbes
Massachusetts
$354K -$233 -3 -0.1%
SWM
837
Sterling Wealth Management
Illinois
$353K +$338K +4,351 New
CS
838
Cannell & Spears
New York
$353K – – –
MMG
839
Monetary Management Group
Missouri
$351K – – –
TFG
840
Taylor Financial Group
Virginia
$350K +$335K +4,310 New
GWM
841
GDS Wealth Management
Texas
$348K -$25.2K -325 -7%
AC
842
Apella Capital
Connecticut
$348K +$324K +4,177 New
MP
843
McDonald Partners
Ohio
$347K -$8.93K -115 -3%
SWP
844
Strategic Wealth Partners
Ohio
$347K -$1.39M -17,943 -81%
CIAS
845
CFS Investment Advisory Services
New Jersey
$347K +$32.4K +417 +11%
AA
846
Advisory Alpha
Michigan
$346K +$36.7K +473 +12%
NCM
847
Next Capital Management
New York
$343K +$328K +4,220 New
KPPF
848
Klein Pavlis & Peasley Financial
California
$342K +$327K +4,216 New
CHC
849
City Holding Co
West Virginia
$342K -$32.4K -417 -9%
SP
850
Symmetry Partners
Connecticut
$341K -$28.8K -371 -8%
32 33
34
35 36