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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
701
Parallel Advisors
California
$507K +$48.2K +621 +11%
CWM
702
Congress Wealth Management
Massachusetts
$507K +$268K +3,457 +124%
KFA
703
Krane Funds Advisors
New York
$503K -$37.1K -478 -7%
LSA
704
Leonteq Securities AG
Switzerland
$502K +$51.1K +658 +12%
PPW
705
Parcion Private Wealth
Washington
$500K – – –
RCAG
706
Rehmann Capital Advisory Group
Michigan
$491K +$31.6K +407 +7%
ARG
707
Advisory Resource Group
Oklahoma
$489K +$155 +2 +0%
HFM
708
Hartford Funds Management
Pennsylvania
$488K +$34.2K +440 +8%
SPI
709
Sutton Place Investors
New York
$482K +$460K +5,931 New
SSB
710
Sandy Spring Bank
Maryland
$481K -$5.04K -65 -1%
CA
711
Continuum Advisory
Idaho
$480K -$126K -1,622 -22%
GWS
712
Glassman Wealth Services
Virginia
$480K +$7.61K +98 +2%
MMM
713
Mendel Money Management
Illinois
$479K +$40.4K +520 +10%
JWS
714
Juncture Wealth Strategies
Arizona
$478K -$46.6K -600 -9%
SMG
715
Smart Money Group
Texas
$476K +$4.89K +63 +1%
MG
716
Mather Group
Illinois
$476K +$15.4K +198 +3%
SSA
717
Sierra Summit Advisors
Nevada
$475K +$454K +5,851 New
WA
718
WBH Advisory
Maryland
$475K -$12.5K -161 -3%
OFS
719
OneAscent Financial Services
Alabama
$473K +$452K +5,818 New
BO
720
Bank OZK
Arkansas
$472K – – –
PPWP
721
Premier Path Wealth Partners
New Jersey
$472K +$490K +6,314 New
BOH
722
Bank of Hawaii
Hawaii
$472K -$854 -11 -0.2%
LCM
723
Liberty Capital Management
Michigan
$471K – – –
AWM
724
Accurate Wealth Management
Florida
$471K +$30.4K +391 +7%
ICG
725
InterOcean Capital Group
Tennessee
$470K -$26K -335 -5%
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