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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FI
926
FormulaFolio Investments
Michigan
$212K -$6.27K -69 -3%
BCM
927
BlueCrest Capital Management
Jersey
$211K +$204K +2,249 New
CC
928
Cannell & Co
New York
$211K +$204K +2,249 New
GWM
929
GSB Wealth Management
Connecticut
$211K +$204K +2,250 New
NF
930
Nikulski Financial
Iowa
$211K +$208K +2,285 New
VFA
931
Valeo Financial Advisors
Indiana
$210K -$68.4K -753 -25%
CL
932
Choreo LLC
Illinois
$210K -$24.1K -265 -11%
OPCM
933
Osborne Partners Capital Management
California
$209K -$13.2K -145 -6%
CCM
934
Coldstream Capital Management
Washington
$209K -$6.45K -71 -3%
DLA
935
Douglas Lane & Associates
New York
$209K +$202K +2,228 New
FCA
936
FinTrust Capital Advisors
South Carolina
$208K – – –
P
937
Pitcairn
Pennsylvania
$208K +$201K +2,212 New
PCTC
938
Perkins Coie Trust Company
Washington
$206K – – –
BP
939
Ballentine Partners
Massachusetts
$205K +$198K +2,181 New
PCFFS
940
Pacific Center for Financial Services
California
$204K – – –
MOS
941
MGO One Seven
Ohio
$204K +$197K +2,173 New
GP
942
Girard Partners
Pennsylvania
$204K +$198K +2,182 New
EFS
943
Essex Financial Services
Connecticut
$203K -$14.8K -163 -7%
WAAG
944
Wealth Alliance Advisory Group
Kansas
$202K +$198K +2,185 New
ESB
945
Essex Savings Bank
Connecticut
$201K +$70.5K +776 +57%
GWCM
946
Godshalk Welsh Capital Management
Pennsylvania
$201K +$195K +2,150 New
BRWM
947
B. Riley Wealth Management
Tennessee
$200K -$23.2K -255 -11%
RFA
948
Reilly Financial Advisors
California
$200K – – –
FA
949
Financial Advantage
Maryland
$187K – – –
PCG
950
Private Capital Group
Connecticut
$186K +$102K +1,121 +130%
36 37
38
39 40