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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
1001
Nicolet Advisory Services
Wisconsin
$220K +$11.6K +142 +5%
NP
1002
NorthRock Partners
Minnesota
$219K +$4.39K +54 +2%
CA
1003
Cullinan Associates
Kentucky
$218K – – –
WPW
1004
Waldron Private Wealth
Pennsylvania
$218K +$235K +2,892 New
PCM
1005
Penserra Capital Management
California
$216K -$36.8K -452 -14%
SWA
1006
SFMG Wealth Advisors
Texas
$216K – – –
OHWA
1007
Oak Hill Wealth Advisors
Virginia
$216K -$86.3K -1,061 -27%
PGAM
1008
Princeton Global Asset Management
New Jersey
$215K – – –
ACP
1009
Aviance Capital Partners
Florida
$213K – – –
CCP
1010
Carmel Capital Partners
California
$213K -$1.14K -14 -0.5%
MSFP
1011
Mark Sheptoff Financial Planning
Connecticut
$212K -$1.56M -19,166 -87%
BIM
1012
Bullseye Investment Management
Ohio
$211K -$247K -3,033 -52%
AWM
1013
Accel Wealth Management
Iowa
$210K -$1.06K -13 -0.5%
XF
1014
XML Financial
Maryland
$210K +$407 +5 +0.2%
PFSC
1015
Peoples Financial Services Corp
Pennsylvania
$209K – – –
CWM
1016
Congress Wealth Management
Massachusetts
$209K +$226K +2,778 New
WKWM
1017
Walter & Keenan Wealth Management
Indiana
$209K – – –
SA
1018
Strategic Advocates
Utah
$208K +$225K +2,767 New
BMC
1019
Beaton Management Company
Massachusetts
$207K – – –
CPRC
1020
Consolidated Portfolio Review Corp
New York
$206K +$223K +2,744 New
AWM
1021
Aries Wealth Management
Maine
$205K +$8.14K +100 +4%
TIMH
1022
Tilt Investment Management Holdings
New York
$204K – – –
CWM
1023
Chronos Wealth Management
Florida
$203K – – –
FFA
1024
Farther Finance Advisors
California
$203K +$164K +2,017 +296%
FFG
1025
Frisch Financial Group
New York
$203K +$220K +2,701 New
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