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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
576
Albion Financial Group
Utah
$1.23M – – –
IFU
577
iSAM Funds (UK)
United Kingdom
$1.23M +$226K +2,316 +24%
MNBTD
578
Moody National Bank Trust Division
Texas
$1.23M -$45.2K -463 -4%
RWP
579
RWA Wealth Partners
Massachusetts
$1.23M -$350K -3,583 -23%
BL
580
BFSG LLC
California
$1.22M +$948K +9,709 +451%
BHBT
581
Burke & Herbert Bank & Trust
Virginia
$1.21M -$20K -205 -2%
CAMG
582
CWA Asset Management Group
Florida
$1.21M +$1.15M +11,775 New
LJAC
583
L.J. Altfest & Co
New York
$1.2M +$1.14M +11,645 New
FDS
584
First Dallas Securities
Texas
$1.19M -$43.6K -447 -4%
AF
585
Allworth Financial
California
$1.19M -$201K -2,060 -15%
TCOT
586
Trust Company of Toledo
Ohio
$1.18M +$315K +3,232 +39%
MLA
587
My Legacy Advisors
Oregon
$1.18M -$252K -2,579 -18%
CCMW
588
Cypress Capital Management (Wyoming)
Wyoming
$1.17M +$1.08M +11,018 +2,899%
BP
589
Ballentine Partners
Massachusetts
$1.16M +$8.39K +86 +0.8%
MSA
590
Marino Stram & Associates
Massachusetts
$1.14M +$21.1K +216 +2%
PNC
591
Park National Corp
Ohio
$1.14M -$130K -1,331 -11%
WA
592
Wealth Alliance
New York
$1.14M -$225K -2,308 -17%
VA
593
Vident Advisory
Georgia
$1.14M -$2.69M -27,568 -71%
EWA
594
EP Wealth Advisors
California
$1.13M +$120K +1,231 +13%
SOAMC
595
Spirit of America Management Corp
New York
$1.13M – – –
TYCC
596
Texas Yale Capital Corp
Florida
$1.13M +$15.1K +155 +1%
MIC
597
Meridian Investment Counsel
California
$1.12M -$9.76K -100 -0.9%
AIP
598
ARS Investment Partners
New York
$1.12M – – –
LFAS
599
Level Four Advisory Services
Texas
$1.11M -$24.4K -250 -2%
GWM
600
Geneos Wealth Management
Colorado
$1.1M +$115K +1,183 +12%
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