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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PB
1176
Pinnacle Bancorp
Nebraska
$222K – – –
MF
1177
Meridian Financial
Massachusetts
$221K +$211K +2,159 New
DFG
1178
Delta Financial Group
New Jersey
$221K +$210K +2,151 New
SWA
1179
SFMG Wealth Advisors
Texas
$221K +$210K +2,150 New
AW
1180
Atlas Wealth
Ohio
$220K +$209K +2,140 New
MIM
1181
Marco Investment Management
Georgia
$219K +$208K +2,136 New
DWM
1182
Diversify Wealth Management
Utah
$219K -$7.91K -81 -4%
CWM
1183
Cranbrook Wealth Management
Michigan
$219K +$2.34K +24 +1%
BFC
1184
Blue Fin Capital
Rhode Island
$217K +$206K +2,114 New
EFS
1185
Econ Financial Services
Pennsylvania
$216K +$206K +2,106 New
KOC
1186
Koss-Olinger Consulting
Florida
$216K +$206K +2,109 New
WHRC
1187
W.H. Reaves & Co
New Jersey
$215K +$204K +2,095 New
SA
1188
SpiderRock Advisors
Delaware
$215K +$204K +2,091 New
LAM
1189
L2 Asset Management
Massachusetts
$214K +$204K +2,088 New
PAG
1190
Powers Advisory Group
Illinois
$214K +$204K +2,087 New
CAM
1191
Cozad Asset Management
Illinois
$214K +$204K +2,086 New
BFM
1192
Boston Financial Management
Massachusetts
$214K -$43.7K -448 -18%
APW
1193
Austin Private Wealth
Texas
$213K +$203K +2,076 New
LWCFA
1194
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$212K -$8.59K -88 -4%
FH
1195
FWG Holdings
Florida
$212K +$195 +2 +0.1%
KFA
1196
Krane Funds Advisors
New York
$212K -$347K -3,558 -63%
FAG
1197
Fortitude Advisory Group
Washington
$211K +$201K +2,060 New
DIA
1198
Dana Investment Advisors
Wisconsin
$211K +$201K +2,057 New
SFC
1199
Swisher Financial Concepts
Ohio
$211K +$202K +2,065 New
WJWM
1200
Williams Jones Wealth Management
New York
$211K +$200K +2,052 New
46 47
48
49 50