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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
976
Joel Isaacson & Co
New York
$438K +$15.2K +150 +4%
CA
977
Continuum Advisory
Idaho
$434K -$5.67K -56 -1%
CGL
978
Clarius Group LLC
Washington
$433K +$9.62K +95 +2%
AC
979
Avestar Capital
New York
$433K -$88.1K -870 -18%
BHPW
980
Beverly Hills Private Wealth
California
$433K -$1.52K -15 -0.4%
AF
981
Advisornet Financial
Minnesota
$433K +$26.8K +265 +7%
GC
982
Gilbert & Cook
Iowa
$431K +$11.9K +117 +3%
CIA
983
Choate Investment Advisors
Massachusetts
$431K -$61.3K -605 -13%
ARG
984
Advisory Resource Group
Oklahoma
$430K -$2.43K -24 -0.6%
MCM
985
Monument Capital Management
Virginia
$427K +$396K +3,908 New
IP
986
Ignite Planners
California
$427K +$34.2K +338 +9%
NIM
987
Northeast Investment Management
Massachusetts
$427K +$3.34K +33 +0.9%
KP
988
Keel Point
Alabama
$424K +$20.3K +200 +5%
CT
989
Caldwell Trust
Florida
$423K +$203 +2 +0.1%
CI
990
Conning Inc
Connecticut
$422K – – –
KSB
991
Kennebec Savings Bank
Maine
$422K +$96.5K +953 +33%
CAM
992
Cidel Asset Management
Ontario, Canada
$421K -$25.7K -254 -6%
4WM
993
49 Wealth Management
Texas
$421K +$390K +3,849 New
EM
994
Excalibur Management
Massachusetts
$420K +$3.34K +33 +0.9%
WHC
995
Wulff, Hansen & Co
California
$420K +$45.6K +450 +13%
RCA
996
Ranch Capital Advisors
Florida
$419K +$101 +1 +0%
ALAM
997
Asahi Life Asset Management
Japan
$419K +$31.4K +310 +9%
KMWM
998
Keudell/Morrison Wealth Management
Oregon
$417K +$1.22K +12 +0.3%
LIM
999
Leavell Investment Management
Alabama
$416K +$65.2K +644 +20%
BFC
1000
Bedel Financial Consulting
Indiana
$415K – – –
38 39
40
41 42