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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
UIA
1801
Ulland Investment Advisors
Minnesota
$6K – – –
MAM
1802
Marquette Asset Management
Minnesota
$5.88K – – –
CFM
1803
Cornerstone Financial Management
Massachusetts
$5.88K +$6.02K +51 New
CG
1804
Curat Global
New Hampshire
$5.77K – – –
WBC
1805
West Branch Capital
Massachusetts
$5.77K – – –
MNA
1806
Manning & Napier Advisors
New York
$5.34K +$5.43K +46 New
BHWM
1807
Bay Harbor Wealth Management
Maryland
$5.07K +$1.77K +15 +52%
PCM
1808
Penserra Capital Management
California
$5K – – –
PWMG
1809
Private Wealth Management Group
New Jersey
$4.84K -$354 -3 -7%
CFFP
1810
Center for Financial Planning
Michigan
$4.73K +$4.84K +41 New
CFP
1811
Comprehensive Financial Planning
Pennsylvania
$4.73K +$4.84K +41 New
CP
1812
Camelot Portfolios
Ohio
$4.61K +$4.72K +40 New
PWA
1813
Principia Wealth Advisory
Texas
$4.5K +$827 +7 +22%
WW
1814
Winnow Wealth
Texas
$4.41K +$2.48K +21 +124%
TM
1815
Torren Management
California
$4.38K +$4.49K +38 New
GWSA
1816
Global Wealth Strategies & Associates
Colorado
$4.15K – – –
MLA
1817
MB, Levis & Associates
Pennsylvania
$4.11K +$118 +1 +3%
CCM
1818
Chilton Capital Management
Texas
$3.69K +$3.78K +32 New
SA
1819
Strategic Advocates
Utah
$3.6K – – –
BCPWM
1820
Bradley & Co Private Wealth Management
Florida
$3.57K – – –
MWA
1821
Medallion Wealth Advisors
Connecticut
$3.46K – – –
PWM
1822
Proathlete Wealth Management
Florida
$3.11K +$3.19K +27 New
FDCP
1823
Foster Dykema Cabot & Partners
Massachusetts
$2.88K +$1.06K +9 +56%
DF
1824
DecisionPoint Financial
Arizona
$2.88K +$2.01K +17 +213%
HCM
1825
Hollencrest Capital Management
California
$2.77K – – –
71 72
73
74 75