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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1226
MCF Advisors
Kentucky
$237K – – –
CCFM
1227
Clear Creek Financial Management
Washington
$236K -$4.16K -40 -2%
RDWM
1228
Red Door Wealth Management
Tennessee
$235K -$27.8K -267 -11%
CF
1229
Claris Financial
Virginia
$234K +$235K +2,260 New
ANBT
1230
American National Bank & Trust
Texas
$234K +$41.6K +400 +22%
WQ
1231
Wealth Quarterback
New Jersey
$234K -$16.9K -162 -7%
CAM
1232
Cozad Asset Management
Illinois
$234K – – –
FG
1233
Fiduciary Group
Georgia
$233K -$14.6K -140 -6%
JAG
1234
Journey Advisory Group
Kentucky
$233K – – –
WT
1235
Washington Trust
Rhode Island
$232K +$26.7K +257 +13%
DBIA
1236
Dumont & Blake Investment Advisors
New Jersey
$232K – – –
PCA
1237
Private Capital Advisors
Connecticut
$232K – – –
PAG
1238
Powers Advisory Group
Illinois
$232K +$728 +7 +0.3%
EL
1239
EWA LLC
Pennsylvania
$231K +$6.55K +63 +3%
LWCFA
1240
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$230K +$15.6K +150 +7%
PJSIMP
1241
P.J. Schmidt Investment Management (PJS)
Wisconsin
$230K – – –
MLL
1242
Moody Lynn & Lieberson
Massachusetts
$228K +$4.06K +39 +2%
WJWM
1243
Williams Jones Wealth Management
New York
$228K +$15.1K +145 +7%
PFGIA
1244
Patriot Financial Group Insurance Agency
Massachusetts
$228K +$832 +8 +0.4%
CRC
1245
Curi RMB Capital
Illinois
$227K +$227K +2,184 New
TAM
1246
Titleist Asset Management
Texas
$226K -$10.9K -105 -5%
BWP
1247
Burling Wealth Partners
Illinois
$226K – – –
AAM
1248
Austin Asset Management
Texas
$226K – – –
MF
1249
Meridian Financial
Massachusetts
$225K +$416 +4 +0.2%
FM
1250
Foster & Motley
Ohio
$225K -$12.1K -116 -5%
48 49
50
51 52