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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
601
Community Bank
New York
$571K – – –
CA
602
Calton & Associates
Florida
$570K -$46.6K -493 -6%
LNWWM
603
Laird Norton Wetherby Wealth Management
California
$570K +$73.4K +776 +12%
MERSOM
604
Municipal Employees' Retirement System of Michigan
Michigan
$566K +$7.56K +80 +1%
RCG
605
Ruane, Cunniff & Goldfarb
New York
$565K -$173K -1,829 -21%
IWC
606
Integrated Wealth Concepts
Massachusetts
$563K +$52.5K +555 +9%
SFA
607
Sequoia Financial Advisors
Ohio
$557K +$69.4K +734 +12%
MAFM
608
Mid Atlantic Financial Management
Pennsylvania
$553K -$12.5K -132 -2%
JWS
609
Juncture Wealth Strategies
Arizona
$552K +$37.8K +400 +6%
PG
610
Pendal Group
Australia
$550K -$4.59M -48,593 -88%
PA
611
Procyon Advisors
Connecticut
$547K -$38K -402 -6%
DIM
612
DC Investments Management
Virginia
$546K +$60.1K +636 +10%
KWM
613
Keebeck Wealth Management
Illinois
$545K – – –
EHC
614
Everett Harris & Co
California
$543K -$37.8K -400 -6%
PPW
615
Parcion Private Wealth
Washington
$537K +$4.35K +46 +0.7%
JFGIW
616
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$532K -$217K -2,290 -26%
AT
617
Arden Trust
Delaware
$532K -$36.4K -385 -5%
KIA
618
KCM Investment Advisors
California
$532K +$107K +1,130 +20%
CTA
619
Colonial Trust Advisors
South Carolina
$531K – – –
SC
620
SouthState Corp
Florida
$529K – – –
FFN
621
Focus Financial Network
Minnesota
$529K +$79.6K +842 +15%
AA
622
Ancora Advisors
Ohio
$526K +$13.5K +143 +2%
ASN
623
Advisory Services Network
Georgia
$526K +$28.9K +306 +5%
WG
624
Welch Group
Alabama
$524K +$157K +1,665 +34%
LIM
625
Leavell Investment Management
Alabama
$522K – – –
23 24
25
26 27