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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
1401
Flatrock Wealth Partners
California
$291K -$85.5K -649 -23%
DE
1402
Defiance ETFs
New York
$290K +$48.9K +371 +21%
KOC
1403
Koss-Olinger Consulting
Florida
$290K -$30.2K -229 -10%
GSWA
1404
Good Steward Wealth Advisors
Tennessee
$290K -$5.27K -40 -2%
RCM
1405
Rockbridge Capital Management
Virginia
$289K – – –
DA
1406
Dougherty & Associates
Florida
$289K +$263 +2 +0.1%
MMPW
1407
Mitchell McLeod Pugh & Williams
Alabama
$289K – – –
CWM
1408
Cranbrook Wealth Management
Michigan
$289K – – –
NSAM
1409
North Star Asset Management
Wisconsin
$287K +$132 +1 +0%
BWG
1410
Balanced Wealth Group
Ohio
$286K +$1.05K +8 +0.4%
SFC
1411
SYM Financial Corp
Indiana
$286K +$3.29K +25 +1%
RFS
1412
Richardson Financial Services
Massachusetts
$284K -$9.09K -69 -3%
LGW
1413
Leslie Global Wealth
Illinois
$284K +$2.37K +18 +0.9%
VWA
1414
VSM Wealth Advisory
Maryland
$284K +$527 +4 +0.2%
BSSFA
1415
Baron Silver Stevens Financial Advisors
Florida
$283K -$14.5K -110 -5%
LWCFA
1416
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$283K – – –
BTWM
1417
Baker Tilly Wealth Management
Wisconsin
$282K +$272K +2,064 New
FAG
1418
Fortitude Advisory Group
Washington
$282K – – –
WAC
1419
William Allan Corp
Colorado
$281K – – –
SFS
1420
Summit Financial Strategies
Ohio
$281K -$395K -3,001 -59%
ACIM
1421
Azimuth Capital Investment Management
Michigan
$280K – – –
GJIA
1422
Glass Jacobson Investment Advisors
Maryland
$280K – – –
MAWA
1423
Moss Adams Wealth Advisors
Washington
$280K +$17.4K +132 +7%
TWM
1424
Tortuga Wealth Management
California
$280K +$1.19K +9 +0.4%
LCM
1425
LVM Capital Management
Michigan
$280K – – –
55 56
57
58 59