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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
801
Belpointe Asset Management
Nevada
$162K +$163K +2,287 New
BC
802
Bartlett & Co
Ohio
$161K – – –
BCWM
803
Bartlett & Co Wealth Management
Ohio
$161K – – –
MSA
804
Marino Stram & Associates
Massachusetts
$160K +$356 +5 +0.2%
PCTC
805
Perkins Coie Trust Company
Washington
$156K – – –
GP
806
Girard Partners
Pennsylvania
$156K +$158K +2,215 New
TAM
807
Tiverton Asset Management
Delaware
$155K -$277K -3,893 -64%
PCFFS
808
Pacific Center for Financial Services
California
$154K – – –
JCM
809
Jacobi Capital Management
Pennsylvania
$151K -$71.7K -1,008 -32%
SIM
810
Sonora Investment Management
Arizona
$148K +$36.9K +519 +33%
PCG
811
Private Capital Group
Connecticut
$147K +$67.6K +950 +84%
VFA
812
Valeo Financial Advisors
Indiana
$145K -$12.4K -174 -8%
FHA
813
First Horizon Advisors
Tennessee
$136K +$8.82K +124 +7%
SFG
814
SevenBridge Financial Group
Pennsylvania
$136K +$137K +1,925 New
ST
815
Smithfield Trust
Pennsylvania
$133K – – –
HI
816
Hudock Inc
Pennsylvania
$130K +$1.42K +20 +1%
TF
817
Tompkins Financial
New York
$128K -$28.5K -400 -18%
FLI
818
Family Legacy Inc
South Carolina
$123K +$7.47K +105 +6%
CWM
819
Cranbrook Wealth Management
Michigan
$121K – – –
FQ
820
First Quadrant
California
$120K – – –
FCB
821
First Command Bank
Texas
$116K – – –
FCFS
822
First Command Financial Services
Texas
$116K – – –
WCM
823
Wealthcare Capital Management
Virginia
$116K – – –
OIA
824
Optimum Investment Advisors
Illinois
$115K – – –
IWP
825
Icon Wealth Partners
Texas
$112K +$16.6K +233 +17%
31 32
33
34 35