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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
RL
701
Rogco LP
Oklahoma
$854K +$32.3K +310 +4%
PP
702
PDS Planning
Ohio
$853K +$22.8K +219 +3%
TCM
703
Thoma Capital Management
Maryland
$852K -$12.8K -123 -1%
QCM
704
Qsemble Capital Management
New York
$852K -$1.22M -11,769 -59%
SM
705
STF Management
Texas
$852K +$21.4K +206 +3%
RWP
706
RWA Wealth Partners
Massachusetts
$850K +$83.1K +799 +11%
PA
707
Procyon Advisors
Connecticut
$850K -$44.2K -425 -5%
WG
708
Welch Group
Alabama
$850K +$2.19K +21 +0.3%
EAM
709
Eventide Asset Management
Massachusetts
$844K +$324K +3,117 +61%
RAG
710
RIA Advisory Group
Iowa
$841K +$302K +2,906 +56%
CWS
711
Confluence Wealth Services
Pennsylvania
$836K -$2.5K -24 -0.3%
LOIP
712
Live Oak Investment Partners
Texas
$835K -$29.2K -281 -3%
BB
713
Busey Bank
Illinois
$834K -$12.7K -122 -1%
ICP
714
Impact Capital Partners
Colorado
$831K -$32.4K -311 -4%
B
715
Bailard
California
$826K -$22K -211 -3%
WFM
716
Wolff Financial Management
Michigan
$826K -$122K -1,168 -13%
DT
717
Diversified Trust
Tennessee
$825K +$126K +1,208 +18%
SLI
718
Sumitomo Life Insurance
Japan
$823K -$47.9K -460 -5%
FRA
719
Frank Rimerman Advisors
California
$822K -$141K -1,356 -15%
BCWM
720
Bartlett & Co Wealth Management
Ohio
$818K +$15.6K +150 +2%
EFS
721
Essex Financial Services
Connecticut
$816K +$117K +1,125 +17%
CPCPP
722
Canada Post Corporation Pension Plan
Canada
$811K +$813K +7,818 New
FAM
723
Fulcrum Asset Management
United Kingdom
$809K +$811K +7,800 New
BIG
724
Brooklyn Investment Group
New York
$809K +$190K +1,829 +31%
1IA
725
1834 Investment Advisors
Wisconsin
$807K +$3.75K +36 +0.5%
27 28
29
30 31