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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
751
IFP Advisors
Florida
$712K -$23.3K -224 -4%
WSFS
752
Wilmington Savings Fund Society
Delaware
$706K +$104K +1,001 +17%
CCA
753
Checchi Capital Advisers
California
$704K -$46.3K -445 -6%
HT
754
Heritage Trust
Oklahoma
$704K -$85.4K -821 -11%
GLLW
755
Graves Light Lenhart Wealth
Virginia
$703K – – –
ADBIC
756
A.D. Beadell Investment Counsel
Wisconsin
$701K -$5.2K -50 -0.7%
MA
757
MKT Advisors
California
$701K +$208 +2 +0%
TTWM
758
TCV Trust & Wealth Management
Virginia
$699K +$17.4K +167 +3%
TWM
759
Trueblood Wealth Management
Ohio
$698K – – –
TT
760
TI-Trust
Illinois
$697K – – –
PIA
761
Powell Investment Advisors
Florida
$696K – – –
TC
762
TownSquare Capital
Utah
$695K -$5.18M -49,748 -88%
IPAM
763
ICICI Prudential Asset Management
India
$695K -$15.1K -145 -2%
PS
764
Principal Securities
Iowa
$691K +$139K +1,336 +25%
ABTD
765
Arvest Bank Trust Division
Oklahoma
$690K +$692K +6,654 New
AFT
766
Alpha Family Trust
California
$690K – – –
MMM
767
Mendel Money Management
Illinois
$689K +$5.2K +50 +0.8%
SC
768
SouthState Corp
Florida
$688K -$21.3K -205 -3%
ACM
769
Argyle Capital Management
Pennsylvania
$685K – – –
VT
770
Volterra Technologies
New York
$683K +$685K +6,583 New
EWM
771
Empirical Wealth Management
Washington
$682K +$49.7K +478 +8%
KCIC
772
Kuhn & Co Investment Counsel
Illinois
$681K – – –
BFS
773
Bard Financial Services
Connecticut
$678K – – –
CAM
774
Cresset Asset Management
Illinois
$675K -$175K -1,678 -21%
MPPLM
775
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$671K +$14K +135 +2%
29 30
31
32 33