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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
801
Chicago Trust
Illinois
$441K +$81.5K +895 +24%
FFP
802
FourThought Financial Partners
Florida
$440K +$422K +4,635 New
AAM
803
Aureus Asset Management
Massachusetts
$439K -$17.8K -195 -4%
FBB
804
Fulton Breakefield Broenniman
Maryland
$438K – – –
GCM
805
Gables Capital Management
Florida
$434K -$11.4K -125 -3%
FWM
806
Finer Wealth Management
Massachusetts
$431K -$910 -10 -0.2%
EWM
807
Empirical Wealth Management
Washington
$429K -$47.4K -521 -10%
S
808
Seeyond
France
$427K -$2.57M -28,236 -86%
NAM
809
NorthCrest Asset Manangement
Minnesota
$425K -$1.33M -14,656 -77%
CIC
810
Carnegie Investment Counsel
Ohio
$422K +$14.8K +163 +4%
MFG
811
Merit Financial Group
Georgia
$422K +$405K +4,448 New
UAS
812
United Asset Strategies
New York
$422K +$75.8K +833 +23%
PJSIMP
813
P.J. Schmidt Investment Management (PJS)
Wisconsin
$421K -$27.3K -300 -6%
RWP
814
RWA Wealth Partners
Massachusetts
$418K -$104K -1,141 -21%
PCS
815
Personal CFO Solutions
New Jersey
$418K +$25.5K +280 +7%
SF
816
Symphony Financial
Texas
$417K -$155K -1,699 -28%
BAM
817
Belpointe Asset Management
Nevada
$417K -$126K -1,389 -24%
WF
818
Welch & Forbes
Massachusetts
$414K +$5.37K +59 +1%
PIA
819
Pinion Investment Advisors
Kansas
$414K -$127K -1,393 -24%
CS
820
Cannell & Spears
New York
$413K – – –
DAS
821
Dynamic Advisor Solutions
Arizona
$412K -$160K -1,753 -29%
AMBIA
822
Allen Mooney & Barnes Investment Advisors
Georgia
$411K +$1.91K +21 +0.5%
WHC
823
Wulff, Hansen & Co
California
$408K – – –
UCMOK
824
United Capital Management of KS
Kansas
$408K +$19.5K +214 +5%
CI
825
Conning Inc
Connecticut
$407K -$61.2K -672 -14%
31 32
33
34 35