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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
826
Bogart Wealth LLC
Virginia
$311K – – –
TWM
827
Torch Wealth Management
Ohio
$311K +$1.94K +21 +0.6%
GLLW
828
Graves Light Lenhart Wealth
Virginia
$309K – – –
SG
829
StoneX Group
New York
$309K – – –
NFG
830
Nations Financial Group
Iowa
$309K +$647 +7 +0.2%
RPWA
831
Regent Peak Wealth Advisors
Georgia
$309K +$302K +3,270 New
PWS
832
Private Wealth Strategies
Ohio
$305K +$298K +3,222 New
ACA
833
Aptus Capital Advisors
Alabama
$303K +$296K +3,209 New
FB
834
Fulton Bank
Pennsylvania
$302K -$13.9K -150 -4%
WSTAM
835
Wilbanks Smith & Thomas Asset Management
Virginia
$299K -$63.1K -683 -18%
MCM
836
Manchester Capital Management
Vermont
$297K -$27.7K -300 -9%
PFSC
837
Peoples Financial Services Corp
Pennsylvania
$297K – – –
AIP
838
Ahrens Investment Partners
Louisiana
$297K +$462 +5 +0.2%
CFG
839
Citizens Financial Group
Rhode Island
$297K +$35.1K +380 +14%
PWPS
840
Pinnacle Wealth Planning Services
Ohio
$297K +$41.5K +449 +17%
NP
841
NorthRock Partners
Minnesota
$297K +$290K +3,143 New
LBC
842
Lowe Brockenbrough & Co
Virginia
$296K – – –
GGI
843
Godsey & Gibb Inc
Virginia
$296K +$12.7K +137 +5%
AIM
844
Anchor Investment Management
South Carolina
$296K – – –
AW
845
Alpha Windward
Massachusetts
$294K -$10.3K -111 -3%
FMP
846
Financial Management Professionals
Texas
$290K – – –
IIC
847
Ironwood Investment Counsel
Arizona
$290K +$6.74K +73 +2%
AL
848
Aspiriant LLC
California
$290K +$7.02K +76 +3%
AIM
849
Aigen Investment Management
New York
$289K +$282K +3,055 New
GBT
850
Grove Bank & Trust
Florida
$288K -$21.7K -235 -7%
32 33
34
35 36