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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
701
Atomi Financial Group
New York
$599K +$160K +1,826 +37%
ADBIC
702
A.D. Beadell Investment Counsel
Wisconsin
$599K +$52.5K +600 +10%
BTC
703
Bank & Trust Company
Illinois
$595K +$593K +6,780 New
PIA
704
Powell Investment Advisors
Florida
$594K +$5.69K +65 +1%
GLLW
705
Graves Light Lenhart Wealth
Virginia
$592K +$1.57K +18 +0.3%
PCMF
706
Private Capital Management (Florida)
Florida
$592K -$157K -1,800 -21%
GPA
707
Garrison Point Advisors
California
$590K – – –
KCIC
708
Kuhn & Co Investment Counsel
Illinois
$589K – – –
NCM
709
Next Capital Management
New York
$588K -$350 -4 -0.1%
RCAG
710
Rehmann Capital Advisory Group
Michigan
$586K +$17.2K +197 +3%
CG
711
Caprock Group
Idaho
$586K +$308K +3,521 +112%
NFG
712
Nations Financial Group
Iowa
$584K +$31.7K +362 +6%
AFT
713
Alpha Family Trust
California
$583K – – –
ZP
714
Zimmer Partners
New York
$582K -$84.7M -968,363 -99%
SC
715
SouthState Corp
Florida
$582K -$28K -320 -5%
FIA
716
Foundations Investment Advisors
Arizona
$580K +$81.7K +934 +16%
TTWM
717
TCV Trust & Wealth Management
Virginia
$578K +$8.75K +100 +2%
GAM
718
Gotham Asset Management
New York
$577K +$103K +1,179 +22%
PCA
719
Peddock Capital Advisors
Massachusetts
$573K +$15K +172 +3%
HNWAG
720
High Net Worth Advisory Group
Florida
$569K +$149K +1,708 +36%
PWG
721
Portside Wealth Group
Utah
$568K -$18.6K -213 -3%
SMG
722
Smart Money Group
Texas
$563K -$17.2K -197 -3%
KIA
723
KCM Investment Advisors
California
$561K +$2.36K +27 +0.4%
AWAG
724
ARS Wealth Advisors Group
Florida
$560K +$1.23K +14 +0.2%
MMM
725
Mendel Money Management
Illinois
$560K +$2.1K +24 +0.4%
27 28
29
30 31