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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
901
Pallas Capital Advisors
Massachusetts
$223K +$216K +2,507 New
MGIA
902
Moneta Group Investment Advisors
Missouri
$222K +$226K +2,624 New
DAM
903
Derbend Asset Management
Georgia
$222K +$226K +2,625 New
CIC
904
Cutler Investment Counsel
Oregon
$221K – – –
VFA
905
Valeo Financial Advisors
Indiana
$221K +$258 +3 +0.1%
GWSG
906
GPS Wealth Strategies Group
Colorado
$221K +$33.8K +392 +18%
BWM
907
Birchcreek Wealth Management
Ohio
$221K +$225K +2,616 New
FNFDCM
908
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$220K – – –
SIM
909
Sonora Investment Management
Arizona
$220K +$8.61K +100 +4%
BHBT
910
Burke & Herbert Bank & Trust
Virginia
$219K – – –
SWM
911
Spire Wealth Management
Virginia
$218K -$647K -7,520 -75%
IA
912
IFG Advisory
Georgia
$218K -$11.3K -131 -5%
LA
913
Latitude Advisors
Florida
$218K +$1.03K +12 +0.5%
SMH
914
Sanders Morris Harris
Texas
$217K -$21.5K -250 -9%
CBT
915
CoreFirst Bank & Trust
Kansas
$216K -$17.2K -200 -7%
ACA
916
Aptus Capital Advisors
Alabama
$216K – – –
LF
917
Lantz Financial
Illinois
$216K +$220K +2,557 New
LBC
918
Lowe Brockenbrough & Co
Virginia
$215K -$31K -360 -12%
GAB
919
German American Bancorp
Indiana
$215K – – –
SB
920
Sunflower Bank
Texas
$215K – – –
CPA
921
Clear Perspective Advisors
Illinois
$214K – – –
SFS
922
Summit Financial Strategies
Ohio
$214K +$218K +2,532 New
RWP
923
RWA Wealth Partners
Massachusetts
$213K -$3.1K -36 -1%
RA
924
RFG Advisory
Alabama
$213K +$172 +2 +0.1%
MSAM
925
Moloney Securities Asset Management
Missouri
$213K +$344 +4 +0.2%
35 36
37
38 39