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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
901
Icon Wealth Partners
Texas
$226K +$1.92K +22 +0.8%
ACA
902
Aptus Capital Advisors
Alabama
$226K +$20.9K +240 +9%
CT
903
Coastline Trust
Rhode Island
$225K – – –
AIA
904
Armor Investment Advisors
North Carolina
$224K -$10.5K -120 -4%
BMC
905
Beaton Management Company
Massachusetts
$223K +$240K +2,747 New
CB
906
Cadence Bank
Mississippi
$222K – – –
MSR
907
Main Street Research
Connecticut
$222K – – –
CIAS
908
Capital Investment Advisory Services
North Carolina
$221K +$3.14K +36 +1%
PTC
909
Petrus Trust Company
Texas
$220K +$237K +2,710 New
LI
910
Lafayette Investments
Maryland
$219K – – –
MWM
911
Midwest Wealth Management
Indiana
$219K – – –
BWM
912
Birchcreek Wealth Management
Ohio
$219K +$6.63K +76 +3%
CCP
913
Cassia Capital Partners
North Carolina
$219K +$235K +2,692 New
EN1L
914
Engine No 1 LLC
California
$218K +$234K +2,686 New
PGAM
915
Princeton Global Asset Management
New Jersey
$217K -$21.7K -249 -9%
BL
916
Balentine LLC
Georgia
$217K +$233K +2,674 New
BCM
917
Becker Capital Management
Oregon
$216K -$5.24K -60 -2%
LF
918
Lantz Financial
Illinois
$216K +$9.16K +105 +4%
4WM
919
4J Wealth Management
Virginia
$215K -$2.88K -33 -1%
JC
920
Jacobs & Co
California
$215K – – –
CFG
921
Cooper Financial Group
California
$215K +$232K +2,653 New
WTB
922
Washington Trust Bank
Washington
$213K -$31.2K -357 -12%
DAM
923
Derbend Asset Management
Georgia
$213K – – –
SWM
924
Shakespeare Wealth Management
Wisconsin
$213K – – –
ABC
925
Associated Banc-Corp
Wisconsin
$212K -$6.55K -75 -3%
35 36
37
38 39