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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PCFFS
1101
Pacific Center for Financial Services
California
$148K – – –
FCA
1102
FinTrust Capital Advisors
South Carolina
$145K +$9.24K +119 +7%
FCAS
1103
First Command Advisory Services
Texas
$145K – – –
CIA
1104
Cape Investment Advisory
Georgia
$144K +$74.1K +954 +116%
TH
1105
TCTC Holdings
Texas
$143K – – –
A
1106
AJOVista
Massachusetts
$140K +$134K +1,724 New
OP
1107
ORG Partners
Indiana
$140K +$9.55K +123 +8%
DE
1108
Day & Ennis
Georgia
$132K +$127K +1,630 New
MCM
1109
Manchester Capital Management
Vermont
$131K +$2.48K +32 +2%
PGAM
1110
Princeton Global Asset Management
New Jersey
$130K -$97K -1,249 -44%
WT
1111
Washington Trust
Rhode Island
$129K +$776 +10 +0.6%
CWP
1112
Concord Wealth Partners
Virginia
$125K -$119K -1,539 -50%
BWL
1113
Bogart Wealth LLC
Virginia
$124K -$12.7K -163 -10%
MRCM
1114
M&R Capital Management
New Jersey
$121K -$4.66K -60 -4%
KFI
1115
Key Financial Inc
Pennsylvania
$119K – – –
SAM
1116
S.A. Mason
Michigan
$119K – – –
PCTC
1117
Perkins Coie Trust Company
Washington
$118K -$2.33K -30 -2%
NRG
1118
Nemes Rush Group
Michigan
$114K – – –
FWM
1119
Focused Wealth Management
New York
$114K +$621 +8 +0.6%
TFGT
1120
TS Financial Group (TSFG)
Illinois
$111K -$11.5K -148 -10%
BCM
1121
Blume Capital Management
California
$110K – – –
WIM
1122
Westside Investment Management
California
$109K – – –
DSC
1123
Duncker Streett & Co
Missouri
$108K – – –
UFF
1124
USA Financial Formulas
Michigan
$106K +$91.3K +1,176 +941%
JWA
1125
JFS Wealth Advisors
Pennsylvania
$105K -$3.03K -39 -3%
43 44
45
46 47