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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SS
551
Simplicity Solutions
Minnesota
$995K +$133K +1,451 +17%
ED
552
Exane Derivatives
France
$994K +$60.4K +661 +7%
MLA
553
My Legacy Advisors
Oregon
$994K +$910K +9,959 New
IF
554
Intrua Financial
Texas
$992K -$1.74K -19 -0.2%
TI
555
Tidal Investments
Wisconsin
$991K -$250K -2,738 -22%
BPM
556
Bowling Portfolio Management
Ohio
$989K +$29.3K +321 +3%
EP
557
Eudaimonia Partners
Tennessee
$988K +$905K +9,903 New
BJL
558
Brighton Jones LLC
Washington
$987K +$4.29K +47 +0.5%
LA
559
Latitude Advisors
Florida
$980K +$357K +3,904 +66%
FHA
560
Flagship Harbor Advisors
Massachusetts
$976K +$8.68K +95 +1%
ADL
561
Asset Dedication LLC
California
$966K +$839K +9,184 +1,643%
CCC
562
Chelsea Counsel Company
California
$964K +$883K +9,660 New
PHS
563
Pekin Hardy Strauss
Illinois
$960K – – –
EF
564
Empirical Finance
Pennsylvania
$957K +$96.8K +1,059 +12%
AWM
565
Aevitas Wealth Management
Massachusetts
$956K +$3.02K +33 +0.3%
GG
566
Gofen & Glossberg
Illinois
$955K -$1.83K -20 -0.2%
WA
567
Wealth Alliance
New York
$955K +$7.95K +87 +0.9%
RWA
568
Ropes Wealth Advisors
Massachusetts
$949K -$31.8K -348 -4%
TCCM
569
Timber Creek Capital Management
Massachusetts
$947K -$2.34M -25,650 -73%
AWM
570
Apollon Wealth Management
South Carolina
$944K +$67.8K +742 +9%
GMA
571
Glassy Mountain Advisors
Maryland
$937K -$61.7K -675 -7%
IIM
572
InTrack Investment Management
Vermont
$934K -$404K -4,420 -32%
KIA
573
KCM Investment Advisors
California
$922K +$61.6K +674 +8%
TCM
574
Twin Capital Management
Pennsylvania
$918K -$139K -1,519 -14%
BRWA
575
B. Riley Wealth Advisors
Florida
$917K +$13.9K +152 +2%
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