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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
601
Parcion Private Wealth
Washington
$630K +$616K +6,665 New
CTA
602
Colonial Trust Advisors
South Carolina
$627K – – –
SC
603
SouthState Corp
Florida
$625K +$1.57K +17 +0.3%
BAM
604
Blueshift Asset Management
New Jersey
$621K -$665K -7,199 -52%
LIM
605
Leavell Investment Management
Alabama
$616K -$13.1K -142 -2%
JWS
606
Juncture Wealth Strategies
Arizona
$614K +$73.9K +800 +14%
IWC
607
Integrated Wealth Concepts
Massachusetts
$612K +$239K +2,584 +66%
APP
608
Avantax Planning Partners
Iowa
$611K +$25.7K +278 +4%
AA
609
Ancora Advisors
Ohio
$608K -$6.47K -70 -1%
WAP
610
Wealthcare Advisory Partners
Pennsylvania
$607K +$370 +4 +0.1%
IA
611
IFP Advisors
Florida
$605K -$39.3K -425 -6%
AF
612
Allworth Financial
California
$605K +$45.8K +496 +8%
AMIM
613
Aull & Monroe Investment Management
Alabama
$603K – – –
NRS
614
Neville Rodie & Shaw
New York
$603K – – –
THWM
615
Taylor Hoffman Wealth Management
Virginia
$600K – – –
LNWWM
616
Laird Norton Wetherby Wealth Management
California
$599K -$22.1K -239 -4%
MFG
617
Menard Financial Group
Texas
$599K +$586K +6,340 New
FHA
618
First Horizon Advisors
Tennessee
$598K +$92 +1 +0%
6M
619
6 Meridian
Kansas
$597K +$21.9K +237 +4%
PP
620
Palladium Partners
Virginia
$595K -$177K -1,916 -23%
DCM
621
Donaldson Capital Management
Indiana
$594K +$69K +747 +14%
ASN
622
Advisory Services Network
Georgia
$592K +$103K +1,117 +22%
TCA
623
Tortoise Capital Advisors
Kansas
$592K +$578K +6,262 New
KA
624
Kovack Advisors
Florida
$590K +$3.88K +42 +0.7%
SFA
625
Sequoia Financial Advisors
Ohio
$589K -$144K -1,555 -20%
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