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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SPP
876
Single Point Partners
Massachusetts
$235K +$240K +2,784 New
CT
877
Coastline Trust
Rhode Island
$234K – – –
AIP
878
Ahrens Investment Partners
Louisiana
$234K +$239K +2,770 New
CB
879
Cadence Bank
Mississippi
$233K -$9.47K -110 -4%
SWM
880
Shakespeare Wealth Management
Wisconsin
$233K – – –
IWP
881
Icon Wealth Partners
Texas
$233K +$237K +2,756 New
MSR
882
Main Street Research
Connecticut
$231K -$166K -1,928 -41%
OPS
883
Orion Portfolio Solutions
Nebraska
$231K -$5.51K -64 -2%
IFS
884
Ifrah Financial Services
Arkansas
$231K +$2.24K +26 +1%
BCM
885
Becker Capital Management
Oregon
$230K +$19.1K +222 +9%
CW
886
CreativeOne Wealth
Kansas
$230K +$235K +2,724 New
NIM
887
Northeast Investment Management
Massachusetts
$229K – – –
CCM
888
Coldstream Capital Management
Washington
$229K +$22.7K +264 +11%
MWM
889
Midwest Wealth Management
Indiana
$228K – – –
RPWA
890
Regent Peak Wealth Advisors
Georgia
$228K +$223K +2,589 New
LI
891
Lafayette Investments
Maryland
$228K +$232K +2,694 New
WCM
892
Weld Capital Management
New York
$227K -$493K -5,721 -68%
BFC
893
Blue Fin Capital
Rhode Island
$227K -$30.1K -350 -12%
ABC
894
Associated Banc-Corp
Wisconsin
$227K -$13.9K -161 -6%
FM
895
Foster & Motley
Ohio
$227K +$8.61K +100 +4%
CIAS
896
Capital Investment Advisory Services
North Carolina
$227K +$231K +2,683 New
4WM
897
4J Wealth Management
Virginia
$226K – – –
NP
898
NorthRock Partners
Minnesota
$225K +$11.5K +134 +5%
JC
899
Jacobs & Co
California
$224K – – –
SCA
900
Stonebridge Capital Advisors
Minnesota
$223K +$113K +1,318 +100%
34 35
36
37 38