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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
851
Sterling Investment Counsel
New York
$388K +$387K +4,421 New
LSA
852
Leonteq Securities AG
Switzerland
$388K -$15.1K -173 -4%
YIH
853
Y-Intercept (HK)
Hong Kong
$383K +$382K +4,362 New
NP
854
Nilsine Partners
Colorado
$382K – – –
SWM
855
Sterling Wealth Management
Illinois
$382K – – –
EWM
856
Evercore Wealth Management
New York
$381K +$1.14K +13 +0.3%
PCS
857
Personal CFO Solutions
New Jersey
$379K +$3.76K +43 +1%
MMG
858
Monetary Management Group
Missouri
$379K – – –
TFG
859
Taylor Financial Group
Virginia
$378K – – –
IFG
860
Independent Financial Group
California
$378K -$4.81K -55 -1%
ACM
861
Argyle Capital Management
Pennsylvania
$377K +$376K +4,300 New
PCM
862
Parsons Capital Management
Rhode Island
$377K – – –
ACG
863
Allen Capital Group
Nebraska
$375K +$66.8K +764 +22%
KMWM
864
Keudell/Morrison Wealth Management
Oregon
$375K -$5.86K -67 -2%
NP
865
NorthRock Partners
Minnesota
$374K +$19.5K +223 +6%
HTIM
866
Harbour Trust & Investment Management
Indiana
$374K -$9.62K -110 -3%
PP
867
Pacifica Partners
Canada
$373K -$7.87K -90 -2%
AC
868
Apella Capital
Connecticut
$373K +$4.11K +47 +1%
RIA
869
Realta Investment Advisors
Delaware
$372K +$1.93K +22 +0.5%
QIM
870
Quantitative Investment Management
Virginia
$371K +$370K +4,231 New
CGL
871
Clarius Group LLC
Washington
$370K -$40.9K -467 -10%
VCM
872
Virtue Capital Management
Tennessee
$369K -$2.54K -29 -0.7%
SP
873
Symmetry Partners
Connecticut
$368K – – –
DI
874
DAGCO Inc
Ohio
$365K +$525 +6 +0.1%
IAIM
875
International Assets Investment Management
Florida
$363K +$7.61K +87 +2%
33 34
35
36 37