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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
826
Capital Bank & Trust
California
$264K – – –
WKWM
827
Walter & Keenan Wealth Management
Indiana
$264K – – –
SS
828
Sunbelt Securities
Texas
$264K +$86 +1 +0%
VFA
829
Valeo Financial Advisors
Indiana
$264K +$15.7K +182 +6%
FANJ
830
Financial Architects (New Jersey)
New Jersey
$263K -$24K -279 -9%
FLPIM
831
F.L. Putnam Investment Management
Massachusetts
$263K – – –
CF
832
Centaurus Financial
California
$263K +$27K +313 +12%
WTB
833
Washington Trust Bank
Washington
$262K -$1.55K -18 -0.6%
FLI
834
Family Legacy Inc
South Carolina
$262K +$257K +2,980 New
HIS
835
Harvest Investment Services
Illinois
$261K +$256K +2,972 New
TCOO
836
Trust Company of Oklahoma
Oklahoma
$261K – – –
AL
837
Aspiriant LLC
California
$260K -$56.4K -654 -18%
GLA
838
Great Lakes Advisors
Illinois
$260K -$4.48K -52 -2%
CT
839
Clearstead Trust
Maine
$260K +$10.1K +117 +4%
RA
840
RFG Advisory
Alabama
$260K +$25.9K +300 +11%
WSTAM
841
Wilbanks Smith & Thomas Asset Management
Virginia
$257K -$43.1K -500 -15%
CAM
842
Cresset Asset Management
Illinois
$257K -$18.7K -217 -7%
ARMT
843
Amica Retiree Medical Trust
Rhode Island
$256K – – –
AIA
844
Armor Investment Advisors
North Carolina
$254K – – –
LSPW
845
Lake Street Private Wealth
Illinois
$252K +$247K +2,868 New
CC
846
Cornerstone Capital
California
$251K – – –
TSWM
847
Triangle Securities Wealth Management
North Carolina
$250K +$239K +2,775 New
SCA
848
Snowden Capital Advisors
New York
$248K -$603 -7 -0.2%
PWP
849
Principle Wealth Partners
Connecticut
$248K – – –
RFM
850
Royal Fund Management
Florida
$248K +$235K +2,725 +2,646%
32 33
34
35 36