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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SOAMC
901
Spirit of America Management Corp
New York
$268K – – –
JC
902
JB Capital
Connecticut
$267K +$169 +2 +0.1%
DAM
903
Delta Asset Management
Tennessee
$267K – – –
BAM
904
Bosun Asset Management
Illinois
$267K +$253K +3,000 New
RWA
905
Redmont Wealth Advisors
Illinois
$267K +$253K +3,000 New
CIA
906
Cladis Investment Advisory
Montana
$267K +$253K +3,000 New
CCMG
907
Clark Capital Management Group
Pennsylvania
$266K +$252K +2,992 New
IWM
908
IHT Wealth Management
Illinois
$265K +$251K +2,980 New
CC
909
Centiva Capital
New York
$264K -$430K -5,093 -63%
CCM
910
Crossvault Capital Management
Texas
$263K – – –
SC
911
Stephens Consulting
Michigan
$262K +$249K +2,946 New
WCAMG
912
Woodard & Company Asset Management Group
North Carolina
$261K +$11.1K +132 +5%
WJWM
913
Williams Jones Wealth Management
New York
$260K – – –
LF
914
Lantz Financial
Illinois
$260K +$21.6K +256 +10%
NW
915
NewEdge Wealth
Pennsylvania
$257K +$244K +2,889 New
MCM
916
McDonough Capital Management
Florida
$257K +$244K +2,893 New
FM
917
Family Management
New York
$256K -$30.5K -362 -11%
BFEC
918
Benjamin F. Edwards & Company
Missouri
$256K +$253 +3 +0.1%
JSW
919
Journey Strategic Wealth
New Jersey
$256K +$243K +2,877 New
EFS
920
Essex Financial Services
Connecticut
$255K -$9.11K -108 -4%
CHP
921
Cable Hill Partners
Oregon
$255K +$1.52K +18 +0.6%
AWM
922
Accel Wealth Management
Iowa
$254K +$1.77K +21 +0.7%
CT
923
Cambridge Trust
Massachusetts
$254K +$240K +2,849 New
AWM
924
Accurate Wealth Management
Florida
$252K +$3.29K +39 +1%
IC
925
Inverness Counsel
New York
$251K +$238K +2,818 New
35 36
37
38 39