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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
EGA
1101
E&G Advisors
Texas
$400K – – –
CTB
1102
Country Trust Bank
Illinois
$400K – – –
PE
1103
PCM Encore
Colorado
$399K +$409K +3,462 New
AIM
1104
Alhambra Investment Management
Florida
$398K – – –
LPT
1105
Legacy Private Trust
Wisconsin
$396K +$51.5K +436 +15%
SHFA
1106
SC&H Financial Advisors
Maryland
$394K +$1.53K +13 +0.4%
RFA
1107
Register Financial Advisors
Georgia
$393K -$5.67K -48 -1%
KWMG
1108
King Wealth Management Group
Florida
$391K +$400K +3,391 New
WHC
1109
Wulff, Hansen & Co
California
$391K -$53.1K -450 -12%
JGUA
1110
John G. Ullman & Associates
New York
$391K – – –
RA
1111
RFG Advisory
Alabama
$390K +$11.2K +95 +3%
NAS
1112
Nicolet Advisory Services
Wisconsin
$390K +$34.7K +294 +10%
FNFDCM
1113
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$390K +$56.1K +475 +16%
FNBSF
1114
First National Bank Sioux Falls
South Dakota
$389K – – –
LFA
1115
Legacy Financial Advisors
Kentucky
$387K +$64.1K +543 +19%
LA
1116
Lifeworks Advisors
Michigan
$386K -$22K -186 -5%
FAN
1117
Financial Advisors Network
California
$386K +$13.3K +113 +3%
DJYG
1118
David J. Yvars Group
Florida
$385K – – –
KIA
1119
Knollwood Investment Advisory
Maryland
$383K – – –
GMA
1120
Glassy Mountain Advisors
Maryland
$382K -$30.5K -258 -7%
PWA
1121
Prairie Wealth Advisors
Nebraska
$382K -$452K -3,826 Closed
PAM
1122
Panagora Asset Management
Massachusetts
$382K – – –
KMWM
1123
Keudell/Morrison Wealth Management
Oregon
$379K +$388K +3,286 New
WAL
1124
W Advisors LLC
Tennessee
$378K – – –
SFS
1125
Stiles Financial Services
Minnesota
$378K +$2.83K +24 +0.7%
43 44
45
46 47