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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FGAM
1026
Financial Gravity Asset Management
Texas
$81K -$87 -1 -33%
AW
1027
Alaethes Wealth
Nevada
$81K – – –
SBL
1028
Sargent Bickham Lagudis
Colorado
$81K – – –
TSW
1029
Thompson Siegel & Walmsley
Virginia
$81K – – –
RMC
1030
Resources Management Corp
Connecticut
$79K – – –
PFBT
1031
Parkside Financial Bank & Trust
Missouri
$78K -$873 -10 -1%
IF
1032
Ironwood Financial
Arizona
$78K +$13.2K +151 +19%
AF
1033
Arrow Financial
New York
$76K -$4.01K -46 -5%
DI
1034
Disciplined Investments
Oklahoma
$76K +$349 +4 +0.4%
MPWT
1035
MassMutual Private Wealth & Trust
Connecticut
$76K +$37.4K +428 +85%
FWM
1036
Focused Wealth Management
New York
$75K +$436 +5 +0.5%
CWA
1037
Clearview Wealth Advisors
Oregon
$75K +$20.2K +231 +34%
AAP
1038
Arax Advisory Partners
Colorado
$73K +$13.5K +155 +21%
FPFS
1039
First Personal Financial Services
North Carolina
$71K – – –
LWCFA
1040
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$70K -$10.9K -125 -13%
APC
1041
Aspire Private Capital
North Carolina
$70K -$10.5K -120 -12%
ASBI
1042
American State Bank (Iowa)
Iowa
$69.4K – – –
PHK
1043
Point72 Hong Kong
Hong Kong
$68K +$73.1K +837 New
TFS
1044
TrustCore Financial Services
Tennessee
$67K – – –
AS
1045
Altshuler Shaham
Israel
$67K +$1.31K +15 +2%
VNA
1046
Valley National Advisers
Pennsylvania
$66K -$2.62K -30 -4%
SSC
1047
Syverson Strege & Co
Iowa
$64K -$15.4K -176 -18%
SN
1048
Sittner & Nelson
Oregon
$64K – – –
CFD
1049
Creative Financial Designs
Indiana
$63K – – –
HWM
1050
Holloway Wealth Management
Florida
$61K – – –
40 41
42
43 44