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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
701
Belpointe Asset Management
Nevada
$420K +$141K +1,747 +54%
SP
702
Symmetry Partners
Connecticut
$417K -$40.3K -500 -9%
HPWM
703
Highland Private Wealth Management
Washington
$417K -$645 -8 -0.2%
LSA
704
Leonteq Securities AG
Switzerland
$417K -$108K -1,338 -21%
EF
705
Empirical Finance
Pennsylvania
$416K – – –
MOS
706
MGO One Seven
Ohio
$416K +$163K +2,028 +70%
FNBSF
707
First National Bank Sioux Falls
South Dakota
$413K – – –
APP
708
Avantax Planning Partners
Iowa
$411K -$26.9K -334 -6%
BFA
709
Brendel Financial Advisors
New Hampshire
$410K – – –
PWA
710
Phoenix Wealth Advisors
North Carolina
$405K -$14.5K -180 -4%
OQS
711
Occudo Quantitative Strategies
Florida
$404K -$894K -11,086 -70%
TPWA
712
TRUE Private Wealth Advisors
Oregon
$403K +$66.5K +825 +21%
MSR
713
Main Street Research
Connecticut
$395K +$155K +1,929 +71%
CA
714
Clearstead Advisors
Ohio
$393K -$21.7K -269 -5%
WI
715
WrapManager Inc
California
$393K +$22.8K +283 +6%
RCAG
716
Rehmann Capital Advisory Group
Michigan
$393K -$5.24K -65 -1%
AIC
717
Archer Investment Corporation
Indiana
$390K – – –
HIA
718
Harbor Investment Advisory
Maryland
$389K +$42.6K +529 +13%
MAM
719
Meeder Asset Management
Ohio
$387K +$66.7K +828 +22%
FCI
720
Financial Counselors Inc
Kansas
$386K -$43.4K -539 -11%
THWM
721
Taylor Hoffman Wealth Management
Virginia
$386K – – –
TTWM
722
TCV Trust & Wealth Management
Virginia
$384K -$31.4K -390 -8%
FBB
723
Fulton Breakefield Broenniman
Maryland
$383K +$19.2K +238 +6%
WSTAM
724
Wilbanks Smith & Thomas Asset Management
Virginia
$380K -$7.01K -87 -2%
WSFS
725
Wilmington Savings Fund Society
Delaware
$380K – – –
27 28
29
30 31