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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
876
Cornerstone Capital
California
$227K – – –
PG
877
Pendal Group
Australia
$226K -$329K -4,032 -59%
PFM
878
Parsec Financial Management
North Carolina
$226K -$13.8K -169 -6%
JWCA
879
J.W. Coons Advisors
Ohio
$226K – – –
HIC
880
Holderness Investments Company
North Carolina
$225K – – –
NNP
881
Nachman Norwood & Parrott
South Carolina
$225K – – –
SPP
882
Single Point Partners
Massachusetts
$225K – – –
BWL
883
Bogart Wealth LLC
Virginia
$224K -$36.2K -444 -14%
ABC
884
Associated Banc-Corp
Wisconsin
$224K -$2.45K -30 -1%
BDF
885
Balasa Dinverno & Foltz
$224K +$229K +2,810 New
BWP
886
Bernardo Wealth Planning
Pennsylvania
$223K -$23.8K -291 -9%
PWM
887
Perigon Wealth Management
California
$223K -$9.96K -122 -4%
RFM
888
Royal Fund Management
Florida
$223K -$1.39K -17 -0.6%
WCAMG
889
Woodard & Company Asset Management Group
North Carolina
$223K +$229K +2,800 New
WANY
890
Wealthspire Advisors (New York)
New York
$222K -$504K -6,174 -69%
AW
891
Alpha Windward
Massachusetts
$222K -$12.7K -156 -5%
WI
892
WrapManager Inc
California
$221K +$227K +2,776 New
WA
893
Wealth Alliance
New York
$221K +$227K +2,777 New
VFA
894
Valeo Financial Advisors
Indiana
$219K -$7.59K -93 -3%
ACM
895
Azimuth Capital Management
Michigan
$219K – – –
BO
896
BRR OpCo
Ohio
$219K +$225K +2,755 New
DPI
897
Diversified Portfolios Inc
Michigan
$217K -$58.9K -721 -21%
MSR
898
Main Street Research
Connecticut
$216K – – –
NIM
899
Northeast Investment Management
Massachusetts
$216K – – –
IWM
900
IHT Wealth Management
Illinois
$216K +$10.5K +129 +5%
34 35
36
37 38