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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
TCOO
701
Trust Company of Oklahoma
Oklahoma
$256K +$251K +3,727 New
TNBTD
702
Trustmark National Bank Trust Department
Mississippi
$255K -$41K -609 -14%
IFS
703
Ifrah Financial Services
Arkansas
$248K -$114K -1,700 -32%
BAM
704
Belpointe Asset Management
Nevada
$247K -$54.3K -806 -18%
FLPIM
705
F.L. Putnam Investment Management
Massachusetts
$247K -$13.8K -205 -5%
PFS
706
Prospera Financial Services
Texas
$247K +$243K +3,609 New
SBH
707
Segall Bryant & Hamill
Illinois
$246K – – –
BB
708
Busey Bank
Illinois
$245K +$240K +3,572 New
HIC
709
Holderness Investments Company
North Carolina
$244K -$47.1K -700 -16%
SS
710
Simplicity Solutions
Minnesota
$244K -$25.2K -374 -10%
JIC
711
Joel Isaacson & Co
New York
$243K -$4.92K -73 -2%
NFG
712
Nations Financial Group
Iowa
$241K +$606 +9 +0.3%
JWS
713
Juncture Wealth Strategies
Arizona
$240K -$40.4K -600 -15%
FG
714
Fiduciary Group
Georgia
$240K – – –
QCG
715
Quadrant Capital Group
Ohio
$240K +$1.89K +28 +0.8%
SC
716
Savant Capital
Illinois
$239K -$19.9K -296 -8%
APG
717
Abacus Planning Group
South Carolina
$239K -$14.4K -214 -6%
AW
718
ACG Wealth
Georgia
$239K +$47.2K +701 +25%
CCA
719
Cobblestone Capital Advisors
New York
$236K – – –
CPA
720
Court Place Advisors
Maryland
$235K +$231K +3,428 New
TIA
721
Tiemann Investment Advisors
California
$234K +$230K +3,415 New
CLOS
722
Compagnie Lombard Odier SCmA
Switzerland
$233K -$229K -3,400 -50%
NB
723
Northwest Bancshares
Pennsylvania
$233K – – –
AWA
724
ARS Wealth Advisors
Florida
$232K +$227K +3,376 New
QSS
725
Quantitative Systematic Strategies
Florida
$232K +$228K +3,382 New
27 28
29
30 31