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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
901
Bedel Financial Consulting
Indiana
$326K – – –
RCA
902
Ranch Capital Advisors
Florida
$326K – – –
JIC
903
Joel Isaacson & Co
New York
$326K +$11.6K +117 +4%
FIA
904
Foundations Investment Advisors
Arizona
$326K +$80.8K +815 +31%
WJWM
905
Williams Jones Wealth Management
New York
$324K +$57.5K +580 +21%
LW
906
Linscomb Wealth
Texas
$322K -$4.36K -44 -1%
BWM
907
BCGM Wealth Management
Indiana
$320K -$20.6K -208 -6%
OPS
908
Orion Portfolio Solutions
Nebraska
$319K -$127K -1,286 -28%
CAM
909
Cypress Asset Management
Texas
$319K – – –
BO
910
BRR OpCo
Ohio
$317K -$52.9K -534 -14%
LA
911
Latitude Advisors
Florida
$316K -$647K -6,524 -66%
WT
912
Washington Trust
Rhode Island
$316K -$396 -4 -0.1%
SFG
913
Sovereign Financial Group
Connecticut
$316K +$1.19K +12 +0.4%
CA
914
Cornerstone Advisory
Maryland
$314K -$403K -4,063 -55%
LIM
915
Leavell Investment Management
Alabama
$314K – – –
GWA
916
Gibson Wealth Advisors
Texas
$312K – – –
CPA
917
Court Place Advisors
Maryland
$310K – – –
FDS
918
First Dallas Securities
Texas
$309K -$9.91K -100 -3%
HC
919
Hamilton Capital
Ohio
$309K +$3.07K +31 +1%
GRP
920
Global Retirement Partners
California
$308K -$2.58K -26 -0.8%
BIM
921
Bullseye Investment Management
Ohio
$308K – – –
BFS
922
Bradley Foster & Sargent
Connecticut
$308K +$65.5K +661 +26%
EH
923
Equitable Holdings
New York
$307K -$81.8K -825 -21%
CA
924
Calton & Associates
Florida
$307K -$29.1K -294 -8%
MGIA
925
Moneta Group Investment Advisors
Missouri
$307K +$32K +323 +11%
35 36
37
38 39