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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
1051
Patriot Financial Group Insurance Agency
Massachusetts
$158K -$22.8K -270 -13%
ST
1052
Smithfield Trust
Pennsylvania
$155K – – –
TWA
1053
TCI Wealth Advisors
Arizona
$154K -$24.4K -289 -14%
CAM
1054
Cozad Asset Management
Illinois
$153K +$145K +1,716 New
AIP
1055
Ahrens Investment Partners
Louisiana
$153K +$145K +1,720 New
CWM
1056
Cranbrook Wealth Management
Michigan
$152K -$1.69K -20 -1%
TH
1057
TCTC Holdings
Texas
$152K – – –
IAG
1058
Investmark Advisory Group
Connecticut
$151K +$144K +1,706 New
MCM
1059
Manchester Capital Management
Vermont
$149K -$3.8K -45 -3%
PCG
1060
Private Capital Group
Connecticut
$146K -$10.5K -124 -7%
OSNBOA
1061
Old Second National Bank of Aurora
Illinois
$146K +$152K +1,801 New
JMF
1062
Johnson Midwest Financial
Iowa
$145K – – –
BWL
1063
Bogart Wealth LLC
Virginia
$144K – – –
WBC
1064
West Branch Capital
Massachusetts
$138K – – –
KCM
1065
KRS Capital Management
Michigan
$133K +$127K +1,502 New
KFI
1066
Key Financial Inc
Pennsylvania
$131K +$18.2K +216 +17%
KTC
1067
Kistler-Tiffany Companies
Pennsylvania
$130K – – –
MRCM
1068
M&R Capital Management
New Jersey
$129K – – –
PCTC
1069
Perkins Coie Trust Company
Washington
$129K – – –
SAM
1070
S.A. Mason
Michigan
$129K – – –
SWM
1071
Sugarloaf Wealth Management
Georgia
$125K +$84 +1 +0.1%
RIA
1072
Richwood Investment Advisors
Ohio
$123K +$117K +1,385 New
LS
1073
Leelyn Smith
Illinois
$121K – – –
FAG
1074
Fortitude Advisory Group
Washington
$121K +$115K +1,361 New
RP
1075
Rowlandmiller & Partners
Georgia
$120K +$114K +1,353 New
41 42
43
44 45