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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
YLHM
1201
Yelin Lapidot Holdings Management
Israel
$211K +$221K +2,288 New
GWSG
1202
GPS Wealth Strategies Group
Colorado
$211K -$52.6K -544 -19%
MWS
1203
MFA Wealth Services
California
$210K +$220K +2,277 New
WF
1204
Wayfinding Financial
Washington
$210K +$221K +2,281 New
WI
1205
WrapManager Inc
California
$210K -$22.6K -234 -9%
GWA
1206
GGM Wealth Advisors
Maryland
$209K -$45.8K -473 -17%
FM
1207
Foster & Motley
Ohio
$209K -$22.6K -234 -9%
JAG
1208
Journey Advisory Group
Kentucky
$209K – – –
DC
1209
Diametric Capital
Massachusetts
$208K +$219K +2,259 New
APP
1210
Avantax Planning Partners
Iowa
$208K – – –
DBIA
1211
Dumont & Blake Investment Advisors
New Jersey
$208K +$968 +10 +0.4%
MA
1212
MCF Advisors
Kentucky
$207K – – –
MWP
1213
Meriwether Wealth & Planning
Louisiana
$207K +$217K +2,241 New
PAG
1214
Powers Advisory Group
Illinois
$204K +$12.1K +125 +6%
PJSIMP
1215
P.J. Schmidt Investment Management (PJS)
Wisconsin
$204K -$29K -300 -12%
MFG
1216
Magnus Financial Group
New York
$204K +$1.35K +14 +0.6%
SHFA
1217
SC&H Financial Advisors
Maryland
$204K – – –
VWA
1218
VSM Wealth Advisory
Maryland
$203K +$213K +2,202 New
SWA
1219
SFMG Wealth Advisors
Texas
$201K +$3.29K +34 +2%
WJWM
1220
Williams Jones Wealth Management
New York
$201K +$12.1K +125 +6%
AAM
1221
Austin Asset Management
Texas
$200K -$871 -9 -0.4%
CWM
1222
Cranbrook Wealth Management
Michigan
$197K – – –
IWA
1223
Icon Wealth Advisors
Texas
$196K +$95.9K +991 +87%
PB
1224
Pinnacle Bancorp
Nebraska
$196K -$3.87K -40 -2%
CFO
1225
CVA Family Office
Colorado
$193K +$10.5K +108 +5%
47 48
49
50 51