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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
GLI
901
Guardian Life Insurance
New York
$104K – – –
BAM
902
Bruderman Asset Management
New York
$104K +$66.9K +892 +178%
GRP
903
Global Retirement Partners
California
$103K +$1.35K +18 +1%
1NWS
904
1 North Wealth Services
Maryland
$100K +$101K +1,344 New
KA
905
Kaizen Advisory
Illinois
$98K +$14K +186 +17%
LWCFA
906
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$98K +$24.2K +323 +33%
RE
907
RBC Europe
United Kingdom
$96.6K – – –
CHP
908
Cable Hill Partners
Oregon
$95K -$420K -5,600 -82%
EWM
909
Executive Wealth Management
Michigan
$95K +$95.1K +1,267 New
CIAS
910
Capital Investment Advisory Services
North Carolina
$95K +$95.5K +1,273 New
AWM
911
AllSquare Wealth Management
New York
$94K – – –
PVH
912
Psagot Value Holdings
Israel
$94K +$94.5K +1,260 New
WIM
913
Westside Investment Management
California
$92.4K -$5.78K -77 -6%
PCM
914
Princeton Capital Management
New Jersey
$91K – – –
APW
915
Acima Private Wealth
Virginia
$91K +$91.8K +1,224 New
SBL
916
Sargent Bickham Lagudis
Colorado
$86K +$11.4K +152 +15%
JA
917
JOYN Advisors
Georgia
$85K -$8.85K -118 -9%
BAM
918
Barrett Asset Management
New York
$80K – – –
RMC
919
Resources Management Corp
Connecticut
$80K – – –
VCM
920
Versant Capital Management
Arizona
$79K -$11.3K -150 -12%
FRA
921
Front Row Advisors
California
$79K – – –
EFSCE
922
Enterprise Financial Services Corp (EFSC)
Missouri
$78K -$2.93K -39 -4%
ECM
923
EII Capital Management
New York
$77K – – –
DWM
924
Destination Wealth Management
California
$75K -$2.18K -29 -3%
GSC
925
G&S Capital
Colorado
$75K – – –
35 36
37
38 39