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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SACTSONJ
501
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$846K – – –
TCMP
502
Thrive Capital Management (Pennsylvania)
Pennsylvania
$843K +$309K +3,592 +56%
GSBTD
503
Glenview State Bank Trust Department
Illinois
$842K – – –
FHA
504
Flagship Harbor Advisors
Massachusetts
$840K -$6.97K -81 -0.8%
CAC
505
Certified Advisory Corp
Florida
$840K +$782K +9,087 +1,075%
SFS
506
Solitude Financial Services
Virginia
$832K -$8.7K -101 -1%
HSA
507
HBK Sorce Advisory
Pennsylvania
$831K -$59.5K -691 -7%
PA
508
Procyon Advisors
Connecticut
$827K +$395K +4,584 +88%
HBWM
509
Hollow Brook Wealth Management
New York
$818K +$832K +9,665 New
NL
510
Navalign LLC
California
$816K +$1.64K +19 +0.2%
BPM
511
Bowling Portfolio Management
Ohio
$815K +$9.64K +112 +1%
PHS
512
Pekin Hardy Strauss
Illinois
$814K – – –
FTDI
513
First Trust Direct Indexing
Massachusetts
$811K +$289K +3,357 +54%
SWA
514
Stratos Wealth Advisors
Ohio
$803K +$41.9K +487 +5%
AWM
515
Aevitas Wealth Management
Massachusetts
$802K -$29.5K -343 -3%
PTC
516
Private Trust Company
Ohio
$802K -$1.21K -14 -0.1%
PWP
517
Principle Wealth Partners
Connecticut
$802K +$284K +3,302 +53%
IC
518
Inscription Capital
Texas
$802K +$816K +9,478 New
WWM
519
Western Wealth Management
Colorado
$797K +$195K +2,269 +32%
RIL
520
Rothschild Investment LLC
Illinois
$796K -$3.96K -46 -0.5%
FIM
521
Freedom Investment Management
Connecticut
$789K -$17.1K -199 -2%
FLI
522
Family Legacy Inc
South Carolina
$788K – – –
EWA
523
Exencial Wealth Advisors
Oklahoma
$785K -$109K -1,261 -12%
GPA
524
Garrison Point Advisors
California
$782K -$14.6K -170 -2%
GSC
525
Ground Swell Capital
South Carolina
$780K +$794K +9,217 New
19 20
21
22 23