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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
TSS
901
Two Sigma Securities
New York
$335K -$750K -8,237 -70%
VFA
902
Valeo Financial Advisors
Indiana
$334K +$99.6K +1,094 +45%
CCWM
903
Cassaday & Co Wealth Management
Virginia
$334K +$320K +3,513 New
VWMG
904
Virginia Wealth Management Group
Virginia
$332K -$45.2K -497 -12%
IFA
905
Interactive Financial Advisors
Illinois
$332K – – –
JIC
906
Joel Isaacson & Co
New York
$332K – – –
MC
907
Mathes Company
New York
$332K – – –
LW
908
Linscomb Wealth
Texas
$332K +$26.5K +291 +9%
IP
909
Ignite Planners
California
$331K +$59.3K +651 +22%
KI
910
Kula Investments
Illinois
$331K +$317K +3,485 New
RFN
911
RDA Financial Network
Iowa
$331K +$79.5K +873 +33%
APG
912
Abacus Planning Group
South Carolina
$330K -$3.1K -34 -1%
BFM
913
Boston Financial Management
Massachusetts
$330K +$2.91K +32 +0.9%
RIA
914
Richwood Investment Advisors
Ohio
$329K – – –
SM
915
STF Management
Texas
$328K +$315K +3,455 New
WFI
916
West Family Investments
California
$328K -$65.1K -715 -17%
CSIC
917
Clifford Swan Investment Counsel
California
$327K -$7.74K -85 -2%
N
918
Natixis
France
$326K -$28.2M -310,132 -99%
SPP
919
Single Point Partners
Massachusetts
$326K – – –
RB
920
Rodgers Brothers
Pennsylvania
$326K +$3.19K +35 +1%
TPWA
921
TRUE Private Wealth Advisors
Oregon
$325K -$91K -1,000 -23%
CA
922
Cornerstone Advisory
Maryland
$323K +$455 +5 +0.1%
SIM
923
Sentry Investment Management
Wisconsin
$323K -$5.83K -64 -2%
BFC
924
Bedel Financial Consulting
Indiana
$322K – – –
LL
925
LWMG LLC
Minnesota
$322K +$309K +3,390 New
35 36
37
38 39