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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
GWCM
1576
Godshalk Welsh Capital Management
Pennsylvania
$219K – – –
FNT
1577
First Nebraska Trust
Nebraska
$219K – – –
BFA
1578
Bill Few Associates
Pennsylvania
$219K +$211K +1,598 New
LWA
1579
Legacy Wealth Advisors
Florida
$218K +$210K +1,594 New
GWM
1580
Greenwich Wealth Management
Connecticut
$218K +$210K +1,592 New
BF
1581
bLong Financial
Tennessee
$218K – – –
GG
1582
Greenwood Gearhart
Arkansas
$217K -$11.2K -85 -5%
RFA
1583
Rollins Financial Advisors
New York
$217K +$209K +1,586 New
BMA
1584
Brooks Moore & Associates
Tennessee
$217K – – –
B
1585
Bailard
California
$214K +$206K +1,566 New
SH
1586
SLT Holdings
Arizona
$214K -$26.3K -200 -11%
O3W
1587
Omni 360 Wealth
New Jersey
$213K – – –
QFW
1588
QTR Family Wealth
Florida
$213K +$205K +1,555 New
TWP
1589
Triad Wealth Partners
Kansas
$213K +$218K +1,657 New
MWM
1590
Mindset Wealth Management
Indiana
$212K – – –
HBT
1591
Hills Bank & Trust
Iowa
$212K -$35K -266 -15%
TP
1592
Tranquility Partners
Tennessee
$211K – – –
LSA
1593
L & S Advisors
California
$211K -$10.8M -81,662 -98%
HA
1594
Huntleigh Advisors
Missouri
$211K +$527 +4 +0.3%
KCM
1595
KRS Capital Management
Michigan
$211K +$395 +3 +0.2%
OFP
1596
OLIO Financial Planning
Virginia
$211K – – –
OAS
1597
Optivise Advisory Services
Tennessee
$211K +$203K +1,539 New
BPWM
1598
Badgley Phelps Wealth Managers
Washington
$210K -$167K -1,271 -45%
NAMNJ
1599
NorthStar Asset Management (New Jersey)
New Jersey
$210K +$202K +1,533 New
KA
1600
Klingman & Associates
New York
$209K +$202K +1,530 New
62 63
64
65 66