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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
JIM
926
Jupiter Investment Management
United Kingdom
$24K +$24.2K +360 New
TFO
927
Tarbox Family Office
California
$22K – – –
JFA
928
JNBA Financial Advisors
Minnesota
$21K – – –
LFA
929
Legacy Financial Advisors
Kentucky
$20K -$4.71K -70 -19%
LA
930
Legacy Advisors
Pennsylvania
$20K – – –
PWM
931
Perigon Wealth Management
California
$20K – – –
SMG
932
Spectrum Management Group
Indiana
$20K – – –
FCAG
933
First Capital Advisors Group
New Jersey
$20K +$19.7K +292 New
CAW
934
Cornerstone Advisors (Washington)
Washington
$19K – – –
WC
935
Whitnell & Co
Illinois
$19K +$18.2K +270 New
RCG
936
Ruggie Capital Group
Florida
$18K – – –
DWA
937
Divergent Wealth Advisors
Utah
$18K +$17.8K +264 New
HDIM
938
Hanson & Doremus Investment Management
Vermont
$17K -$9.9K -147 -37%
TCM
939
TD Capital Management
Tennessee
$17K – – –
GBBWRPM
940
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$16K +$6.26K +93 +66%
TIM
941
Tortoise Investment Management
New York
$15K – – –
BCP
942
Blackhawk Capital Partners
Wisconsin
$14K – – –
WAM
943
Watermark Asset Management
California
$14K – – –
BA
944
Ballew Advisors
Mississippi
$14K +$13.5K +200 New
CIA
945
Cascade Investment Advisors
Oregon
$13.7K -$19K -282 -59%
PS
946
Portfolio Solutions
Michigan
$13K – – –
AIM
947
Advantage Investment Management
Iowa
$12K +$4.85K +72 +72%
ST
948
Sageworth Trust
Pennsylvania
$12K +$11.4K +170 New
GWS
949
Glassman Wealth Services
Virginia
$11K +$337 +5 +3%
CCM
950
Covington Capital Management
California
$9K -$67.3K -1,000 -88%
36 37
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