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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
976
Jacobi Capital Management
Pennsylvania
$153K +$19.5K +223 +13%
SWM
977
Selective Wealth Management
Virginia
$153K +$26.2K +300 +19%
DWP
978
Destiny Wealth Partners
Florida
$152K +$163K +1,871 New
MA
979
MCF Advisors
Kentucky
$149K +$19.6K +225 +14%
WQ
980
Wealth Quarterback
New Jersey
$147K +$1.55M +17,765 +805%
PCG
981
Private Capital Group
Connecticut
$144K – – –
ST
982
Smithfield Trust
Pennsylvania
$141K -$45.3K -519 -23%
CWM
983
Cranbrook Wealth Management
Michigan
$140K +$1.75K +20 +1%
TH
984
TCTC Holdings
Texas
$139K – – –
MCM
985
Manchester Capital Management
Vermont
$139K +$4.54K +52 +3%
BWL
986
Bogart Wealth LLC
Virginia
$132K -$6.29K -72 -4%
JMF
987
Johnson Midwest Financial
Iowa
$132K – – –
GRP
988
Global Retirement Partners
California
$130K +$5.33K +61 +4%
WBC
989
West Branch Capital
Massachusetts
$126K – – –
PMFA
990
Plante Moran Financial Advisors
Michigan
$126K +$43.5K +498 +47%
KTC
991
Kistler-Tiffany Companies
Pennsylvania
$119K – – –
LC
992
Lindbrook Capital
California
$119K – – –
PCTC
993
Perkins Coie Trust Company
Washington
$118K – – –
SAM
994
S.A. Mason
Michigan
$118K – – –
MRCM
995
M&R Capital Management
New Jersey
$117K – – –
BU
996
BBVA USA
Alabama
$116K – – –
SWM
997
Sugarloaf Wealth Management
Georgia
$114K -$8.9K -102 -7%
LWM
998
Liberty Wealth Management
California
$114K +$59.1K +677 +98%
MHR
999
Matthew Hamilton Rosenberg
$110K -$63.5K -727 -35%
BCM
1000
Blume Capital Management
California
$110K -$5.33K -61 -4%
38 39
40
41 42