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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
VLKIM
901
Van Lanschot Kempen Investment Management
Netherlands
$208K +$83.7K +971 +70%
LSAG
902
Lake Street Advisors Group
New Hampshire
$207K +$203K +2,350 New
BRA
903
Bender Robert & Associates
California
$206K +$200K +2,320 New
FI
904
FormulaFolio Investments
Michigan
$205K -$50.4K -585 -20%
FFG
905
Fortem Financial Group
California
$205K +$201K +2,330 New
EFS
906
Essex Financial Services
Connecticut
$205K +$201K +2,332 New
DAS
907
Dynamic Advisor Solutions
Arizona
$204K +$200K +2,323 New
MAM
908
Meeder Asset Management
Ohio
$203K +$158K +1,830 +384%
HI
909
Human Investing
Oregon
$202K – – –
CCM
910
Coldstream Capital Management
Washington
$202K +$198K +2,299 New
BO
911
BRR OpCo
Ohio
$201K +$197K +2,287 New
HL
912
HeadInvest LLC
Maine
$201K +$197K +2,288 New
FCA
913
FinTrust Capital Advisors
South Carolina
$195K +$111K +1,290 +139%
PCTC
914
Perkins Coie Trust Company
Washington
$194K – – –
PCFFS
915
Pacific Center for Financial Services
California
$191K – – –
RFA
916
Reilly Financial Advisors
California
$188K -$1.21K -14 -0.7%
BC
917
Bartlett & Co
Ohio
$182K – – –
BCWM
918
Bartlett & Co Wealth Management
Ohio
$182K – – –
JCM
919
Jacobi Capital Management
Pennsylvania
$181K +$6.38K +74 +4%
SIM
920
Sonora Investment Management
Arizona
$181K +$42.7K +495 +32%
FA
921
Financial Advantage
Maryland
$176K – – –
PB
922
Pinnacle Bancorp
Nebraska
$175K – – –
ST
923
Smithfield Trust
Pennsylvania
$173K – – –
M
924
MOTCO
Texas
$169K +$44.8K +520 +37%
CIAS
925
Capital Investment Advisory Services
North Carolina
$168K +$42.2K +490 +36%
35 36
37
38 39